Associate Director, Wealth Management Solutions
Pathstone
Join Pathstone as an Associate Director of Client Advisory in Denver, CO, where you’ll lead client engagement and investment implementations for ultra-high-net-worth families. Deliver integrated wealth solutions with a client-first approach.
In this essential role, you will collaborate with directors to provide comprehensive wealth management to high net worth families and foundations. Your focus will include managing multiple client relationships, mentorship of junior team members, and strategic business development. Pathstone offers a supportive environment where you can make a lasting impact.
Key Responsibilities: • Act as primary contact for diverse client inquiries • Develop and expand a network of potential clients • Maintain thorough performance analysis and reporting • Coordinate with wealth planning teams on client strategies • Mentor staff on operational excellence and best practices
Requirements: • Bachelor’s degree; progress toward advanced designations preferred • Minimum 5-year experience in financial advisory • Required Series 65 within 90 days of employment • Excellent communication and influencing skills • Experience with AI-powered tools preferred
Utilize your analytical skills and industry knowledge to excel in a rewarding environment at Pathstone. #J-18808-Ljbffr
In this essential role, you will collaborate with directors to provide comprehensive wealth management to high net worth families and foundations. Your focus will include managing multiple client relationships, mentorship of junior team members, and strategic business development. Pathstone offers a supportive environment where you can make a lasting impact.
Key Responsibilities: • Act as primary contact for diverse client inquiries • Develop and expand a network of potential clients • Maintain thorough performance analysis and reporting • Coordinate with wealth planning teams on client strategies • Mentor staff on operational excellence and best practices
Requirements: • Bachelor’s degree; progress toward advanced designations preferred • Minimum 5-year experience in financial advisory • Required Series 65 within 90 days of employment • Excellent communication and influencing skills • Experience with AI-powered tools preferred
Utilize your analytical skills and industry knowledge to excel in a rewarding environment at Pathstone. #J-18808-Ljbffr
Reference: WJ-3875_12058131