Manager, Engagements

Pathstone•Potomac, MD

15h•$80,000 - $85,000

About The Position

Within the Engagements team, the Manager is responsible for the day-to-day engagement workflow operations and supports accurate, efficient, and scalable client engagement agreement processing for advisors and client teams. This role blends operational oversight while actively contributing to engagement execution to ensure quality, consistency, and timely delivery. The role oversees and supports agreement drafting and preparation, onboarding new client relationships in the firm’s CRM system, and comprehensive review and filing of acquired client agreements. The Manager coordinates team workflow, maintains quality and control standards, completes special projects and related duties as assigned, and supports process and automation improvements that strengthen engagement operations. This role works closely with key cross-functional stakeholders, including client transitions, billing, legal, and compliance partners, to ensure alignment and smooth execution across the engagement lifecycle. This role supports the tracking and reporting of key engagement and revenue-related data to ensure accuracy, visibility, and operational alignment with billing and finance partners. Strong attention to detail and a high degree of operational and process acumen are essential. This role is well suited for someone who seeks to combine operational excellence, process improvement, and hands-on execution in a high-impact engagement environment.

Requirements

Bachelor’s degree or equivalent experience
5+ years in engagement services, agreements, onboarding, or operations
Experience drafting or reviewing agreements and controlled documents
Experience onboarding client relationships in a CRM
Experience reviewing and organizing agreement files, including acquired accounts
Strong attention to detail and documentation accuracy
High degree of operational and process acumen
Experience coordinating workflow
Strong communication and cross-functional collaboration skills

Nice To Haves

Wealth management, financial services, or professional services experience
Familiarity with CRM and document management systems
Exposure to workflow automation or process optimization work

Responsibilities

Engagement Operations
Manage day-to-day engagement workflow, intake, assignment, and turnaround tracking
Review and support drafting of client agreements and non-disclosure agreements
Oversee and support onboarding of new client relationships in the CRM
Ensure accurate intake, documentation review, and engagement record setup
Conduct and oversee comprehensive review and filing of acquired client agreements
Review engagement requests and required documentation for quality and readiness
Advisor & Stakeholder Support
Communicate with client teams regarding engagement requirements and status updates
Provide guidance on engagement preparation, intake requirements, and documentation standards
Support consistent engagement service delivery across advisor teams
Process & Workflow Improvement
Support workflow streamlining and automation initiatives
Identify process gaps and recommend practical improvements
Assist with template, procedure, and intake model enhancements
Contribute to engagement-related projects and special assignments
Systems & Data Quality
Support collection, validation, and reporting of key engagement and revenue-related data elements tied to client agreements and onboarding
Support CRM agreement tracking and document integration
Help improve engagement data accuracy and reporting visibility