Vice President, Client Advisory
Pathstone · Atlanta, GA; Austin, TX; Bellevue, WA; Boston, MA; Boulder, CO; New York, NY; San Francisco, CA
Posted by Pathstone on their careers site · View the original posting
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Visa sponsorship: Says no sponsorship · This posting says it won't sponsor
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The posting, as Pathstone wrote it
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 $185 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.
Position Overview: The Vice President, Client Advisory is a developmental practice-building role designed to cultivate the next generation of business development and advisory leaders. The position is intended for high-potential professionals who aspire to originate new client relationships, grow an advisory practice, and become trusted advisors to ultra-high-net-worth individuals, families, family offices, foundations, and endowments. Through experience across business development, relationship management, and wealth management, participants will develop the capabilities needed to contribute to Pathstone’s long-term growth.
Working alongside Directors, Managing Directors and other firm leaders, this role will have exposure to the full client lifecycle, from prospect development and business development strategy to investment implementation, financial planning and ongoing relationship management.
Initial Training Program: Successful candidates will participate in a cohort-based training program expected to begin in late summer 2027 in Pathstone’s New York City office. The cohort model is designed to create a shared learning experience, build peer relationships, and provide direct exposure to firm leaders and Pathstone’s collaborative culture.
Through this structured, immersive multi-month training program, participants will gain a comprehensive under
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- Familiarity and hands-on experience with AI-powered productivity tools.
Pay Transparency: Pathstone's expected starting base salary for this position as of the time of this posting is $175,000 per year . Actual compensation will be determined based on qualifications, experience, and other job-related factors. In addition to base salary, team members in eligible roles may participate in Pathstone's discretionary incentive compensation programs, which may include an annual cash bonus and long-term incentive opportunities. Eligibility and awards are determined in accordance with applicable Pathstone compensation plans and policies.
We are committed to helping new team members get off to a strong start. As mentioned above, temporary housing is provided during the training period. Eligible candidates whose designated office location differs from the training location may also receive relocation assistance to support their transition following training.
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.
In posing the application screening questions, we are seeking to understand how your personal experiences have informed and reflect your interest and fit for this role. To ensure authentic responses, we ask that candidates are thoughtful when using AI tools (such as Chat GPT) to compose answers to the application screening questions.
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.