Associate Director, Client Advisory

Pathstone is a growing wealth management firm serving ultra-high-net-worth families, single family offices, foundations, and endowments. We 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, integrated planning, and coordination across tax strategy, risk management, wealth and estate planning, philanthropic planning, and family governance. With more than 20 office locations and over $100 billion in client assets under management, Pathstone has expanded significantly, reflecting sustained momentum and investment in our team and platform. This role supports the firm’s Boston, MA office.

About the role

The Associate Director, Client Advisory is a key member of the Client Advisory Team, partnering with Directors and Managing Directors to deliver comprehensive wealth management solutions. This role combines client relationship management, investment implementation, wealth planning coordination, business development, operational oversight, and team mentorship to provide an exceptional client experience. As a trusted advisor, the Associate Director serves as a primary point of contact for client relationships, collaborates with internal specialists, and contributes to practice growth through relationship development and strategic initiatives. The position also plays a leadership role by mentoring junior team members and driving operational excellence.

Responsibilities

• Manage and maintain multiple client relationships, serving as a primary or support contact with the goal of becoming the trusted advisor for client families.
• Serve as a primary point of contact for client inquiries, responding via phone, video, and in-person meetings with professionalism and responsiveness.
• Proactively identify and address client needs while maintaining a high standard of service.
• Partner with the wealth planning team to ensure execution of clients’ income tax, estate, and philanthropic plans.
• Prepare and maintain client balance sheets and data aggregation.
• Work with wealth planning and tax teams on pre-transaction tax mitigation and concentrated position management.
• Support business development by identifying and pitching new potential clients and expanding referral networks.
• Assist with team projects related to client topics and business development efforts.
• Maintain industry awareness through research, conferences, and networking events.
• Play an integral role in designing and executing client development practices.
• Support the Client Advisory Team in implementing the Investment Research Team’s guidance.
• Create and maintain investment policy statements for clients.
• Oversee ongoing portfolio construction, rebalancing, and collaborate with clients on spending policy, cash flow planning, asset location, and custody.
• Prepare performance analyses, investment information, and client presentation materials.
• Support quarterly reporting processes, including reconciliation and detailed review of client reports.
• Act as an information liaison to external professionals (accountants, attorneys, lenders) supporting client relationships.
• Mentor Associates and Senior Associates on reconciliations, reporting, account openings, and transfers.
• Contribute to process improvements and operational best practices within the office.
• Participate in leader-led sessions focused on advisory best practices, business development, leadership, and practice management.

Requirements

• Bachelor’s degree required.
• Completion of, or meaningful progress toward, an advanced degree or professional designation (CFP®, CFA, MBA, or JD) required.
• 5–8+ years of experience in wealth management, private banking, family office, or financial advisory environments with demonstrated client engagement experience.
• Series 65 required (or attained within 90 days of employment).

Skills

• Strong analytical, quantitative, and problem-solving skills.
• Detail-oriented with the ability to manage time-sensitive matters effectively.
• Solid proficiency in Microsoft Office, particularly Excel; Salesforce experience preferred.
• Familiarity with AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred.
• Comfortable communicating with clients and their advisors on investments, estate planning, financial markets, and tax planning.
• Foundational knowledge of globally diversified investment portfolios, asset allocation strategies, and alternative investments.
• Strong relationship management, influencing, and communication skills.
• Demonstrated initiative, professionalism, and ability to prioritize competing demands.
• Excellent verbal and written communication skills.
• Intellectual curiosity, commitment to continuous learning, and ambition to assume increasing responsibility and leadership.

Benefits

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

Pay

Pathstone’s expected starting base compensation range for this position is $120,000 - $140,000 per year. The actual base compensation will be set based on experience, education, specialty, and training. The successful candidate may also be eligible for a discretionary bonus award.