Manager, Client Advisory

Key Responsibilities

• Serve as the first point of contact for client inquiries, solving problems, and proactively meeting clients’ needs.
• Communicate with clients directly via phone, zoom, and in-person meetings.
• Cook up the communication and implementation of client investment strategies at the direction of and approval by Team Leads.
• Provide oversight to Support Team Members on preparing client documentation: drafting letters of instruction, completing account applications, manager agreements, and fund subscription documents, organizing supporting documentation, and coordinating the process through to completion.
• Act as information provider to accountants, banks, outside investment managers, and other professionals also supporting clients.
• Manage the quarterly reporting process, ensuring accurate and timely delivery of client reports.
• Cook up materials needed for client meetings.
• Act as a mentor and resource for Associates and Senior Associates on operational matters, such as recon, reporting, account opening/transfers, etc.

Qualifications

• Bachelor’s degree in related field is required (Business, Finance, Accounting, Economics).
• 3 – 5+ years of experience in the financial management industry is required.
• CFP, CFA, MBA, or JD is preferred but not required. One of these certifications/degrees may be required for further advancement beyond the Client Manager role.
• Strong analytical, quantitative, problem-solving, and client service skills.
• Proactive, detail-oriented and understands time-sensitive issues.
• Strong verbal and written communication skills.
• Skill with PC and Microsoft Office suite, particularly Excel.
• Comfort speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
• Shows a positive attitude and initiative in all aspects of the position, as well as demonstrates the ability to prioritize tasks in the face of competing demands.
• Enjoys learning and growing and is motivated to take on new challenges.
• Basic understanding of investments including mutual funds, separately managed accounts, and alternatives.

Pay

Pathstone’s expected starting base compensation range for the position as of the time of this posting is $85,000 - $100,000 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.