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 Atlanta office. As a trusted partner, you will manage and streamline the financial lives of our high-net-worth clients, providing white-glove service and proactively overseeing financial operations.
Requirements
- Manage day-to-day delivery and client experience for a portfolio of high-net-worth and ultra-high-net-worth relationships
- Serve as a primary point of contact for clients and advisors, driving clarity, responsiveness, and follow-through
- Run assigned client relationships with ownership and accountability
- Translate financial activity into clear, client-ready explanations, summaries, and next steps
Benefits
- Comprehensive medical, vision, and dental coverage
- Flexible spending
- Flexible PTO
- Life insurance
- Education support
- 401k plan
- Parental leave