Strategic Initiatives Associate

Pathstone•San Francisco, CA

About The Position

Pathstone is seeking a highly capable Strategic Initiatives Associate to partner directly with the Chief Marketing Officer (CMO). This is not a traditional administrative role—it is a force-multiplier position designed to elevate the CMO’s effectiveness by creating space for high-impact strategic work and ensuring alignment, clarity, and momentum across key initiatives. This individual will act as an extension of the CMO—prioritizing, organizing, and advancing work that sits at the center of Pathstone’s growth, brand evolution, and client experience transformation. Ideally, this individual will have specific experience in supporting an executive in a similar role or position which includes the management of marketing and creative initiatives, understanding the nuances of working with creative teams, outside agencies, and the like.

Requirements

5–10+ years in a Executive Assistant, Chief of Staff, or strategy, consulting, or similar role
Experience supporting senior executives in fast-paced environments
Exceptional organizational, communication, and problem-solving skills
Strong judgment, discretion, and ability to operate independently
Systems thinker who brings structure to complexity

Nice To Haves

Specific experience in supporting an executive in a similar role or position which includes the management of marketing and creative initiatives
Understanding the nuances of working with creative teams, outside agencies, and the like

Responsibilities

Create and protect space for the CMO to focus on strategic priorities
Triage and manage communications (including email) based on context and importance
Act as a proxy in prioritizing initiatives, requests, and opportunities
Drive preparation, alignment, and follow-through across key initiatives
Translate ideas into structured plans, timelines, and actions
Coordinate across teams to ensure progress and accountability
Prepare agendas, briefing materials, and pre-reads for critical meetings
Capture decisions, insights, and next steps—and ensure follow-through
Improve the quality and effectiveness of leadership meetings
Build systems to organize priorities, surface key insights, and reduce noise
Synthesize information across conversations and workstreams into clear actions
Maintain visibility into interdependencies across projects