Associate, Client Transitions

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being. Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals. With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years.

About the role

The Client Transitions Associate plays a central role in ensuring client transitions—new beginnings, complex changes, sensitive transitions, and loss—are handled with clarity, precision, empathy, and forward momentum. This role supports the firm’s centralized client transition programs, including onboarding, offboarding, and deceased client transitions, while ensuring operational readiness throughout each engagement. The Associate partners closely with Client Advisors and internal business partners to deliver a coordinated, efficient, and exceptional client transition experience across every stage of the client lifecycle.

This role offers broad exposure to client transition project management, operational execution, reporting readiness, data governance, workflow optimization, and process improvement. The Associate will help ensure transitions are executed accurately and efficiently while identifying opportunities to improve scalability through technology, automation, data analytics, and AI.

Responsibilities

• Support the end-to-end execution of client transitions, including onboarding, offboarding, and deceased client engagements.
• Coordinate activities across Client Advisory and internal business partners to maintain project momentum and ensure timely completion of transition milestones.
• Track project milestones, dependencies, risks, and outstanding action items across multiple client transitions.
• Prepare, maintain, and organize transition documentation and project records.
• Escalate risks, issues, or delays that could impact transition timelines or the client experience.
• Gather, organize, validate, and maintain client and account information across multiple systems and platforms.
• Perform quality assurance reviews to ensure documentation is complete, accurate, and compliant with firm standards.
• Maintain data integrity throughout the client transition lifecycle.
• Support reporting readiness activities, including data validation, reconciliation, and quality assurance.
• Maintain operational dashboards, trackers, and reporting tools used to monitor client transition activity, team capacity, service levels, and operational performance.
• Analyze operational data to identify trends, bottlenecks, risks, and opportunities for process improvement.
• Prepare ad hoc reports and perform data analysis to support operational decision-making and continuous improvement initiatives.
• Identify opportunities to streamline workflows through process improvements, automation, and technology.
• Utilize AI tools, including Microsoft Copilot and other approved technologies, to improve productivity, documentation, research, and operational efficiency.
• Contribute to initiatives that improve scalability, standardization, documentation, and knowledge management across the Client Transitions function.
• Build collaborative relationships with Client Advisors and internal partners, including Reporting, Billing, Compliance, Capital Markets, Professional Services, and other operational teams.
• Communicate professionally with internal stakeholders regarding project status, dependencies, risks, and outstanding action items.
• Contribute to a culture of accountability, operational excellence, collaboration, innovation, and continuous improvement.

Requirements

• Bachelor’s degree required.
• 1 – 3 years of experience in financial services, operations, project coordination, consulting, analytics, or another client-focused environment preferred.
• Strong organizational and project management skills with the ability to manage multiple priorities in a fast-paced environment.
• Excellent written and verbal communication skills.
• Demonstrated attention to detail, sound judgment, and commitment to delivering high-quality work.
• Strong analytical, critical thinking, and problem-solving abilities.
• Proficiency in Microsoft Excel and the Microsoft 365 suite of applications.
• Experience leveraging AI productivity tools, such as Microsoft Copilot or ChatGPT, to improve efficiency and workflow is a plus.
• Comfortable learning new technologies, adapting to evolving business processes, and embracing continuous change.
• Ability to work independently while collaborating effectively across cross-functional teams.

What Success Looks Like

The ideal candidate is intellectually curious, highly organized, analytical, and thrives in a collaborative, fast-paced environment. This is an excellent opportunity for someone who enjoys solving operational challenges, leveraging technology, and helping build scalable operational processes within a growing national organization.

This is a hybrid opportunity based in our Potomac, MD, Atlanta, GA, or Newtown Square, PA office.

Pay

Pathstone’s expected starting base compensation range for this position is $62,500 - $70,000 per year. The actual base compensation will be set based on factors including experience, education, and specialty. The successful candidate may also be eligible for a discretionary bonus award.

Benefits

• Comprehensive medical, vision, and dental coverage.
• Flexible spending options.
• Flexible PTO.
• Life insurance.
• Education support.
• 401(k) plan.
• Parental leave.

Pathstone is proud to be an equal opportunity employer. Visa sponsorship is not available for this position.