Pathstone in New York, NY is seeking an Associate Director, Client Advisory to deliver comprehensive wealth management solutions for ultra-high-net-worth families and endowments. You will lead client relationships, coordinate investment implementation, and mentor junior professionals within a growing advisory platform.
The role emphasizes relationship management, collaboration with planning and tax teams, and business development to expand Pathstone's client base.
#J-18808-LjbffrSenior Client Advisory Director in new york at Unknown Company
This position is listed as full time and onsite.