Newtown Square, Pennsylvania, United States · Hybrid
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Client Service, Investment Strategy Implementation, Financial Analysis, Account Application Processing, Relationship Building
Quinte West, Ontario, Canada · Remote OK
$110k–$125k/yr
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Revenue Accounting, U.S. GAAP, Financial Reporting, Account Reconciliation, Internal Controls
Quinte West, Ontario, Canada · On-site
$65k–$75k/yr
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Technical Support, M365 Administration, Exchange Online, SharePoint, Microsoft Teams
Atlanta, Georgia, United States · Hybrid
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Salesforce Administration, Advanced Flows, System Integration, Data Governance, Project Management
Atlanta, Georgia, United States · Hybrid
$70k–$90k/yr
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Tax Return Preparation, Tax Estimation, Financial Planning, Multistate Tax Returns, Trust Taxation
Atlanta, Georgia, United States · Hybrid
$55k–$75k/yr
The Atlanta office is looking for a Tax Associate to serve our clients’ tax and family office service needs in a timely and accurate manner. Company Description: Pathstone is a growing wealth management firm serving ultr…
Skills: Tax Preparation, Tax Projections, Tax Research, Work Paper Completion, Partnership Taxation
Atlanta, Georgia, United States · Hybrid
$80k–$85k/yr
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Data Management, Process Improvement, Project Management, Cross-functional Collaboration, CRM Management
San Francisco, California, United States · Hybrid
$175k–$225k/yr
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: IT Architecture, Cloud Infrastructure Management, IT Service Management, Vendor Management, Financial Budgeting
San Francisco, California, United States · Hybrid
$120k–$140k/yr
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Microsoft Azure, Azure DevOps, CI/CD Pipelines, Entra ID, Okta
Atlanta, Georgia, United States · Hybrid
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Accounts Payable, Bill Pay Software, Office 365, Financial Operations, Vendor Communication
San Francisco, California, United States · Hybrid
$75k–$90k/yr
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: SQL, Data Validation, Financial Reporting, Data Reconciliation, Power BI
Conshohocken, Pennsylvania, United States · Hybrid
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Client Service, Financial Operations, Analytical Skills, Quantitative Analysis, Problem Solving
Potomac, Maryland, United States · Hybrid
$65k–$73k/yr
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Client Service, Financial Operations, Investment Strategy Implementation, Analytical Skills, Quantitative Analysis
Winter Park, Florida, United States · On-site
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Wealth Management, Client Relationship Management, Investment Implementation, Portfolio Construction, Financial Analysis
Newtown Square, Pennsylvania, United States · Hybrid
Company Overview: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Pr…
Skills: Wealth Management, Client Relationship Management, Investment Implementation, Portfolio Construction, Financial Analysis
Bellevue, Washington, United States · Hybrid
$65k–$81k/yr
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Client Service, Financial Operations, Investment Strategy Implementation, Analytical Skills, Quantitative Analysis
Boston, Massachusetts, United States · Hybrid
$70k–$85k/yr
About Concentric Innovation: Concentric Innovation (“Concentric”) is an investment management firm specializing in customized direct indexing and integrated portfolio solutions for independent RIAs, family offices, and i…
Skills: Client Relationship Management, Customer Success, Account Management, Institutional Investment, Direct Indexing
Scottsdale, Arizona, United States · Hybrid
$70k–$85k/yr
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Investment Operations, Private Fund Investments, AML/KYC Compliance, Transaction Execution, Fund Subscription
Newtown Square, Pennsylvania, United States · Hybrid
$145k–$170k/yr
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Financial Modeling, Data Analysis, Profitability Analysis, Budgeting, Forecasting
Austin, Texas, United States · On-site
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their…
Skills: Client Service, Financial Analysis, Investment Strategy Implementation, Account Documentation, Quantitative Analysis
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Provide comprehensive support to a Client Advisory Team by coordinating client meetings, implementing investment strategies, and preparing essential documentation. Act as a primary liaison between clients and external professionals while assisting with quarterly reporting and operational tasks.
Requires a Bachelor's degree in Business, Finance, Accounting, or Economics and 1-3+ years of experience in financial management. Candidates should possess strong analytical skills, proficiency in Microsoft Office, and a basic understanding of investment vehicles.
Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life — with clarity, confidence, and long-term support across the full landscape of wealth and well-being.
Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance — helping clients navigate complexity and make informed decisions aligned with their goals.
With more than 20 office locations and over $100 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.
Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.
Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.
This role supports the firm’s Newtown Square, PA office.
Job Description: Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material. The team of four serves approximately two dozen core client families across the United States, with some clients located internationally.
Based in the Philly Metro area, this hybrid role offers the opportunity to provide meaningful support to clients through day-to-day collaboration and occasional travel to meet with them in person.
While client priorities and scheduled events may occasionally require flexibility outside of traditional business hours, the team values a healthy work-life balance and approaches client service with a collaborative, solutions-oriented mindset. We are looking for someone who is passionate about delivering exceptional service and is willing to go the extra mile when it matters most for our clients.
Key Responsibilities:
Qualifications:
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.
#LI-Hybrid
Paths to your preferred life.
Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions. We seek to provide our clients with deep expertise across a range of disciplines—based on their unique circumstances. Pathstone offers investment advisory, wealth and legacy planning, professional services, and many aspects of lifestyle management, delivered in-house and integrated into a highly personalized client experience.
Offices: 10 Sterling Blvd, Ste. 402, Englewood, New Jersey 07631, US · 24 Federal Street, 8th Floor, Boston, MA 02110, US · 3344 Peachtree Rd NE, Suite 1550, Atlanta, GA 30326, US · 999 Vanderbilt Beach Road, Suite 237, Naples, FL 34108, US · 1900 Avenue of the Stars, Ste. 970, Los Angeles, California 90067, US
Paths to your preferred life.
Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions. We seek to provide our clients with deep expertise across a range of disciplines—based on their unique circumstances. Pathstone offers investment advisory, wealth and legacy planning, professional services, and many aspects of lifestyle management, delivered in-house and integrated into a highly personalized client experience.
Offices: 10 Sterling Blvd, Ste. 402, Englewood, New Jersey 07631, US · 24 Federal Street, 8th Floor, Boston, MA 02110, US · 3344 Peachtree Rd NE, Suite 1550, Atlanta, GA 30326, US · 999 Vanderbilt Beach Road, Suite 237, Naples, FL 34108, US · 1900 Avenue of the Stars, Ste. 970, Los Angeles, California 90067, US
