Associate Director, Client Relationship Management & Accounting

Job Description

The Associate Director is a senior, client-facing role responsible for managing complex Personal CFO engagements for ultra-high-net-worth individuals and families. This role partners closely with Directors and senior leadership to deliver an elevated, high-touch client experience while overseeing the day-to-day financial administration of client entities.

This hands-on role requires deep expertise in financial reporting, cash flow oversight, bill payment operations, and multi-entity accounting across individuals, trusts, foundations, and related structures. The Associate Director plays a critical role in anticipating client needs, identifying operational improvements, and driving execution across internal and external stakeholders.

Key Responsibilities

• Serve as a primary day-to-day contact for assigned clients, ensuring timely and high-quality execution of all Personal CFO deliverables.
• Oversee financial administration for ultra-high-net-worth families, including accounting, bill payment operations, and reporting.
• Prepare and monitor detailed cash flow analyses, identifying trends and anticipating future funding requirements.
• Manage multi-entity accounting, including general ledger review, reconciliations, and transaction classification.
• Ensure accuracy, completeness, and documentation of banking and credit card activity.
• Prepare consolidated and entity-level financial reporting, including sources and uses of cash tracking.
• Support strategic initiatives such as property acquisitions, liquidity planning, capital calls, and funding movements.
• Cook up closely with internal wealth advisors and external legal, tax, and investment professionals to ensure alignment.
• Identify operational inefficiencies and implement process enhancements to improve reporting accuracy and workflow.
• Lead complex client projects, including entity onboarding, structural transitions, and major funding initiatives.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA preferred, CFP or CFA a plus.
• 7–10+ years of experience in family office, private wealth, public accounting, fund administration, or related financial services.
• Demonstrated success managing high-touch client engagements with strong attention to detail and service orientation.
• Strong technical knowledge of general ledger systems, multi-entity accounting, investment activity, and cash flow analysis.
• Ability to translate complex financial information into clear, actionable insights for clients and advisors.
• Experience coordinating across legal, tax, and investment teams.
• Exceptional organizational and project management skills, with the ability to manage multiple complex priorities simultaneously.
• Proactive, accountable, and solutions-oriented mindset with a commitment to continuous improvement.

Benefits

Pathstone offers a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

Pay

Compensation is commensurate with experience.

Schedule

The role is currently available on a hybrid schedule.

Skills

The ideal candidate will have a combination of technical and interpersonal skills, including:

• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to work independently and as part of a team.
• Proficiency in Microsoft Office Suite.

Benefits

Pathstone offers a comprehensive benefits package, including:

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

Contact

To apply for this position, please visit apply@pathstone.com.