Manager, Personal CFO Services
PathstoneAtlanta, Georgia, United States
Posted December 23, 2025
Full Time
About the Company
Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments.
Job Description
Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm seeking a Manager, Personal CFO Services to join our growing family office team in Atlanta. As a trusted partner in managing and streamlining the financial lives of high-net-worth clients, you will work with a dynamic, high-performing team and collaborate closely with internal partners to deliver white-glove service.
Requirements
- Bachelor’s degree in Finance, Accounting, or a related field
- 7+ years of related experience
- CPA, CFP, or other relevant certifications preferred
Benefits
- Comprehensive medical, vision, and dental coverage
- Flexible spending
- Flexible PTO
- Life insurance
- Education support
- 401k plan
- Parental leave