Senior Advisor

Pathstone•Boston, MA

6d•Onsite

About The Position

Pathstone is an independently operated partner-owned advisory firm, offering families, family offices, and select nonprofit institutions comprehensive family office services and customized investment advice. We seek to make a difference in the lives of our clients and their families and offer a holistic and clear path for professional and personal growth. Pathstone has 14 locations around the country but operates as one office and one team. Applicants should be individuals who thrive on collaboration and are eager to work with a growing and diverse team. Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering a variety of interesting topics. We also offer LinkedIn Learnings to our team members for opportunities for personal and professional enrichment. Pathstone provides a competitive benefits package for our employees. This role supports the firm’s Boston office.

Requirements

Bachelor’s degree in related field (Business, Finance, Accounting, Economics).
Prior experience in the financial management industry of 4-7+ years is required.
Strong analytical, quantitative, problem-solving, and client service skills.
Detail-oriented and understanding time-sensitive issues.
Solid PC and Microsoft Office suite skills, particularly Excel.
Strong verbal and written communication skills.
Basic understanding of investments including mutual funds, separately managed accounts, and alternatives.

Nice To Haves

CFP (preferred).
Being comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
Show a positive attitude and initiative in all aspects of the position.
Demonstrate the ability to prioritize tasks in the face of competing demands.
Enjoy learning and growing and be motivated to take on new challenges.

Responsibilities

Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.
Communicate with clients directly via phone, zoom, and in-person meetings, and be the first point of contact for client inquiries, solving problems, and proactively meeting clients’ needs.
Draft letters of instruction, complete account applications, manager agreements and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group.
Act as information provider to accountants, banks, investment managers and other professionals also supporting clients.
Serve as additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.
Be a mentor and resource for Associates and Advisors on operational matters, such as recon, reporting, account opening/transfers, etc.