Pathstone · 3 weeks ago
Associate, Growth Optimization
New York, NY
Full-time
Onsite
New Grad, Entry Level
$65K/yr - $90K/yr
0+ years expPathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families and foundations. The Associate on the Growth Optimization team will support the creation of marketing materials and proposals, ensuring advisors have the necessary resources to present Pathstone’s value proposition effectively.
AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management
No H1B
Responsibilities
Assist in the development and continuous update of an internal database of slides, language, templates, and materials used in prospect and client discussions
Support advisors nationally by preparing pitch decks, proposals, and presentation materials for prospects
Coordinate with Marketing and Growth teams to develop new materials that align with Pathstone's service standards and visual identity
Partner with advisors and the Growth/BD team to understand specific needs and deliver high-quality, tailored materials on tight deadlines
Support the PathForward process by coordinating logistics, assisting in material preparation, and ensuring a seamless advisor and client experience
Conduct research and compile background information ("dossiers") on prospects to help advisors prepare for meetings and opportunities
Track and maintain databases of prospect information, meeting materials, and opportunity status in CRM systems
Collaborate with Growth/BD team to identify and prioritize high-value opportunities across the firm
Manage incoming requests for materials and support, ensuring timely and professional delivery
Track request volume, turnaround time, and advisor satisfaction to help the team continuously improve service delivery
Support the implementation of standardized workflows and processes for prospect preparation, presentation development, and post-meeting follow-up
Partner with Legal and Compliance to ensure all marketing and client-facing materials meet regulatory requirements
Proactively communicate with advisors and internal stakeholders, emphasizing clarity, context, and professionalism in all correspondence
Participate in team meetings and contribute ideas for process improvements and new tools that enhance advisor effectiveness
Engage in ad hoc projects and cross-functional initiatives as needed to support the broader Growth Office and firm objectives
Review and refine materials for accuracy, consistency, and professionalism before delivery
Stay informed on Pathstone's service offerings, investment capabilities, and value proposition to effectively communicate our story to advisors and prospects
Qualification
Required
Bachelor's degree
0-2 years of experience in marketing, business development, sales support, or a related field
Exceptional organizational skills, including the ability to manage multiple deadlines, prioritize competing requests, and maintain attention to detail
Excellent written and verbal communication skills, with a strong ability to learn and synthesize information
Proficiency in Microsoft Office Suite (PowerPoint, Word, Excel); willingness to learn CRM systems
Strong formatting and presentation skills, with an eye for design and visual appeal
Ability to work collaboratively and take direction from senior team members
Eagerness to learn about financial services, wealth management, and advisory business models
Comfort working in a fast-paced, deadline-driven environment while maintaining quality standards
Preferred
Internship or entry-level experience in financial services, wealth management, or professional services
Experience creating presentations, marketing materials, or client-facing documents
Familiarity with brand standards and professional communication
Proactive, service-oriented mindset with a strong commitment to supporting others
Interest in pursuing a career in business development, marketing, or client services
Benefits
Comprehensive medical, vision, and dental coverage
Flexible spending
Flexible PTO
Life insurance
Education support
401k plan
Parental leave
And more
Company
Pathstone
Pathstone is a financial service company that provides oriented impact investment solutions inclusive of measurement and reporting tools.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Kelso & Company
2023-03-06Private Equity
2019-11-06Private Equity
Leadership Team
Allan Zachariah
Co-Chairman
Recent News
Company data provided by crunchbase