Manager, Center for Innovation

About the role

The Innovation Advancement Manager plays a key role in supporting firm-wide initiatives that improve how we work and support long-term growth. They will manage high-impact projects and partner closely with teams across the organization to deliver solutions aligned with business needs.

Responsibilities

• Cook up and execute data requests from available systems (Salesforce, Reporting Platforms, Custodians, Index Providers) to contribute to the assessment and project planning.
• Maintain and review data in databases and CRM systems to support firm initiatives.
• This can include auditing existing data and leading the deployment of enhancements across various systems.
• Document and enhance processes and procedures and effectively train process improvements and changes to staff.
• Take ownership of key firm projects, such as vendor implementation, systems integration, regulatory audits, and process enhancement.
• Develop an in-depth understanding of the functions of other departments to integrate the needs of each into implementation.
• Due to the required expertise in a variety of operational and investment matters, this role will work closely on initiatives within the Research, Compliance, Advisory, Capital Markets, Finance, Marketing, and Reporting Teams.
• Mentor more junior team members in executing on operational tasks and projects.
• Support other department initiatives as needed.

Qualifications

• Bachelor’s degree required; degree in Finance, Economics, Business Administration, or a related quantitative field preferred.
• 4 – 6 years of experience in financial services, with a strong understanding of operational workflows within an RIA or family office environment preferred.
• Familiarity with core operational functions such as investment performance reporting, trade execution, account opening, and subscription documentation, compliance process, and CRM data management.
• Strong analytical, problem-solving, and client service skills, with the ability to interpret data, identify opportunities for improvement, and support business decision-making.
• A high level of attention to detail, adaptability, and accountability, with the ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Office and Copilot, with advanced Excel capabilities (pivot tables, lookup function) strongly preferred.
• Strong verbal and written communication skills, with the ability to collaborate effectively across teams and clearly convey information.
• Demonstrated initiative, positive attitude, and proactive approach to problem-solving and continuous improvement.
• Experience working with CRM platforms (Salesforce) is a plus.
• Database experience and knowledge of analytical tools, such as Excel VBA or Power BI is a plus.

Pay

Pathstone’s expected starting base compensation range for the position as of the time of this posting is $80,000 - $85,000 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.