Pathstone is seeking an Associate Director, Client Advisory to deliver comprehensive wealth management solutions for ultra-high-net-worth families, family offices, and foundations. You will lead client relationships, coordinate wealth planning, and drive business development across our DC offices.
You will mentor junior team members, collaborate with internal specialists, and contribute to growth of Pathstone's advisory platform while maintaining a client-first mindset and high ethical standards.
#J-18808-LjbffrSenior Client Advisory Leader — UHNW Wealth & Planning in potomac at Unknown Company
This position is listed as full time and onsite.