Pathstone, a growing wealth management firm, seeks an Associate Director, Client Advisory in Boston to partner with Directors and Managing Directors to deliver comprehensive wealth solutions to ultra‑high‑net‑worth families and endowments.
This role combines client relationship management, investment implementation, wealth planning coordination, business development, operational oversight, and team mentorship to provide an exceptional client experience.
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Director, Client Advisory — UHNW Wealth & Strategy
Pathstone · Multiple locations ·
- Pay:
- 120.000 - 140.000
- Job type:
- Full Time