Pathstone is seeking an Associate Director, Client Advisory in New York, NY to lead relationship management for ultra-high-net-worth families, family offices, foundations and endowments, delivering integrated wealth solutions.
You will mentor junior staff, guide investment implementation, coordinate wealth planning with tax, estate, and philanthropic goals, and play a key role in growing client ownership and the firm’s advisory platform.
#J-18808-LjbffrSenior Client Advisory Leader, Wealth Management in new york at Unknown Company
This position is listed as full time and onsite.