Vice President, Client Advisory

Qualifications:

• Required:
• Bachelor’s degree.
• Series 65 is required within 90 days of employment. Pathstone will assist in training and registration.
• Completion of an advanced degree (MBA, JD or other equivalent degree) by your start date.
• Preferred:
• CFA and/or CFP certification or meaningful progress is strongly valued.
• 4+ years of experience in the finance industry with demonstrated client engagement experience.
• Professional Attributes:
• 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.
• Demonstrated initiative, professionalism, leadership and the ability to prioritize competing demands.
• Excellent verbal and written communication skills.
• Motivated to learn, grow, and assume increasing responsibility over time.
• Strong commercial orientation with a high degree of leadership and an ownership-minded, entrepreneurial focus.
• Strong analytical, quantitative, and problem-solving skills.
• Detail-oriented with the ability to manage time-sensitive matters effectively.
• Familiarity and hands-on experience with AI-powered productivity tools.
• Pay Transparency: Pathstone's expected starting base salary for this position as of the time of this posting is $175,000 per year. Actual compensation will be determined based on qualifications, experience, and other job-related factors. In addition to base salary, team members in eligible roles may participate in Pathstone's discretionary incentive compensation programs, which may include an annual cash bonus and long-term incentive opportunities. Eligibility and awards are determined in accordance with applicable Pathstone compensation plans and policies.
• We are committed to helping new team members get off to a strong start. As mentioned above, temporary housing is provided during the training period. Eligible candidates whose designated office location differs from the training location may also receive relocation assistance to support their transition following training.
• Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.
• Pathstone is proud to be an equal opportunity employer.
• As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.
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