Senior Associate, Personal CFO Services

Pathstone is seeking a Senior Associate to join our Personal CFO Services team. This role is primarily client-facing and serves as a trusted partner in managing and streamlining the financial lives of our clients.

Requirements

• Bachelor’s degree in Finance, Accounting, or a related field; CPA, CFP, or other relevant certifications preferred.
• 4+ years of experience in family office, private wealth, public accounting, fund administration, or investment-related financial services.
• Experience in a client-facing financial services role, preferably serving high-net-worth or ultra-high-net-worth clients.
• Strong understanding of financial concepts and services, with demonstrated experience in providing personalized client service.
• Experience in overseeing and managing client bills and vendor relationships with accuracy and discretion.
• Exceptional organizational skills, with the ability to manage multiple clients and tasks proactively and efficiently.
• Excellent interpersonal, communication, and presentation skills.
• Collaborative, team-oriented approach, with the ability to work cross-functionally.

Benefits

• Comprehensive medical, vision, and dental coverage
• Flexible spending
• Flexible PTO
• Life insurance
• Education support
• 401k plan
• Parental leave