Hiring: Associate Director, Client Advisory Company: Pathstone Location: Boulder, CO Job Posted Time: 2026-09-10 14:35:26 Target Skills & Keywords : CFA, CFP, Microsoft Excel, Microsoft Office, Private Banking, Risk Management, Salesforce, Wealth Management About the job Experience: •8+ years of experience in wealth management, private banking, family office, or financial advisory environments with demonstrated client engagement experience. Required Skills: •Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being. •Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals. •With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform. •Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission. •Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more. •This role supports the firm’s CO offices. •Client Advisory & Relationship Support •Manage and maintain multiple client relationships, in both a primary and support capacity with the goal of becoming the trusted advisor for our client families. Qualifications: •Bachelor’s degree required. •Completion of an advanced degree or professional designation (CFP®, CFA, MBA, or JD) required. •5–8+ years of experience in wealth management, private banking, family office, or financial advisory environments with demonstrated client engagement experience. •Series 65 required (or attained within 90 days of employment). •Strong analytical, quantitative, and problem-solving skills. •Detail-oriented with the ability to manage time-sensitive matters effectively. •Solid proficiency in Microsoft Office, particularly Excel. Salesforce experience preferred. Familiarity with or hands-on experience using AI-powered productivity tools to enhance efficiency, collaboration, and work quality is strongly preferred. •Comfortable communicating with clients and their professional advisors regarding investments, high-level estate planning items, investment and financial markets, and high-level tax planning items. •Foundational knowledge of globally diversified investment portfolios and asset allocation strategies, including alternative investments. •Strong relationship management, influencing and communication skills. Compensation: •$110,000 - $150,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!