Client Strategy Associate

Pitcairn Trust Company, LLC • Conshohocken, PA

2d

About The Position

Pitcairn’s innovative Shared Single-Family Office™ model provides unparalleled service to wealthy families and other family offices. Since the firm’s founding in 1923, Pitcairn has helped ultra-high- net-worth families and its members navigate the individual, interpersonal, and institutional challenges that come with wealth. We understand multigenerational family wealth in a way that few other wealth advisory firms do. Our comprehensive family office services include investment advisory, tax, trust and estate planning, risk management, philanthropy, household-level financial services, as well as family education and family governance support. PRIMARY FUNCTION: The Client Strategy Associate partners closely with the Head of Client Strategy to support and advance Pitcairn’s organic growth efforts. This role is designed to enable relationship-driven growth by supporting opportunity development, coordinating prospective client engagements, and ensuring disciplined execution across the firm’s growth initiatives. Serving as a key connector across leadership, relationship management, marketing, and operations, the Client Strategy Associate helps translate growth strategy into thoughtful, high-quality execution, while ensuring a seamless, high-touch experience for prospective families and centers of influence.

Requirements

• Bachelor’s degree preferred and minimum 3 years of experience in business development, relationship management, consulting, financial services, or a related professional services environment
• Computer literate with strong working knowledge of MS Word, Excel, PowerPoint, Outlook, and SharePoint.
• Comfort working with CRM or similar tools to support organization and follow-through; deep technical expertise not required.
• Strong interpersonal skills and comfort interacting with senior leaders, clients, and external advisors.
• A preference for organization, structure, and disciplined follow-through.
• Intellectual curiosity and the ability to quickly understand complex client situations.
• A proactive, ownership-oriented mindset with the ability to anticipate needs and exceed expectations.
• Comfort operating across long, relationship-driven sales cycles and in environments with ambiguity.
• Consistency between words and actions.
• A working understanding of financial planning concepts, including asset allocation, tax considerations and assessments, and a high-level understanding of basic estate planning structures (e.g., trusts and beneficiary designations), sufficient to engage credibly in growth conversations and support prospective client discussions.

Nice To Haves

• Prior exposure to UHNW clients, family offices, or advisory environments desirable

Responsibilities

• Support the advancement of prospective client opportunities by tracking activity, next steps, and follow-through across the pipeline.
• Conduct initial reviews of prospective client materials (e.g., financial statements, tax returns, estate planning documents) to synthesize key facts, identify themes, and surface questions for internal discussion.
• Prepare briefing materials, background research, and meeting summaries for prospective client, intermediary, and internal growth meetings.
• Assist with the coordination of RFPs, pitch materials, and follow-up communications in collaboration with internal stakeholders.
• Coordinate meetings and communications with prospective families, advisors, and centers of influence, often involving senior leadership.
• Act as a point of coordination across internal teams to support timely responses, consistent messaging, and a cohesive prospect experience.
• Support content-led, event-driven, and relationship-based growth initiatives.
• Organize and maintain growth-related materials, including presentations, one-pagers, and strategic narratives.
• Partner with Marketing and Communications to ensure growth efforts align with Pitcairn’s brand, voice, and positioning.
• Utilize CRM and related tools to support organization, visibility, and follow-through; this role is not responsible for system administration.
• Assist in preparing internal summaries, reporting, and updates related to organic growth activity.
• Provide flexible support across the Organic Growth team during periods of peak activity.
• Perform other duties as assigned to support the effective operation of the department.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 51-100 employees