Apply on Employer Site

Pitcairn · 1 day ago

Client Strategy Associate

Conshohocken, PA

Full-time

Onsite

Mid Level

3+ years exp

Pitcairn is a wealth advisory firm that provides services to ultra-high-net-worth families and family offices. The Client Strategy Associate role focuses on supporting the company's growth efforts by coordinating prospective client engagements and ensuring effective execution of growth initiatives.

ConsultingFinanceFinancial ServicesWealth Management

Comp. & Benefits

Hiring Manager

Stacey Turner

Responsibilities

Support the advancement of prospective client opportunities by tracking activity, next steps, and follow-through across the pipeline

Conduct initial reviews of prospective client materials (e.g., financial statements, tax returns, estate planning documents) to synthesize key facts, identify themes, and surface questions for internal discussion

Prepare briefing materials, background research, and meeting summaries for prospective client, intermediary, and internal growth meetings

Assist with the coordination of RFPs, pitch materials, and follow-up communications in collaboration with internal stakeholders

Coordinate meetings and communications with prospective families, advisors, and centers of influence, often involving senior leadership

Act as a point of coordination across internal teams to support timely responses, consistent messaging, and a cohesive prospect experience

Support content-led, event-driven, and relationship-based growth initiatives

Organize and maintain growth-related materials, including presentations, one-pagers, and strategic narratives

Partner with Marketing and Communications to ensure growth efforts align with Pitcairn’s brand, voice, and positioning

Utilize CRM and related tools to support organization, visibility, and follow-through; this role is not responsible for system administration

Assist in preparing internal summaries, reporting, and updates related to organic growth activity

Provide flexible support across the Organic Growth team during periods of peak activity

Perform other duties as assigned to support the effective operation of the department

Qualification

Business developmentRelationship managementFinancial planning conceptsMS Office SuiteCRM toolsIntellectual curiosityProactive mindsetInterpersonal skillsOrganizational skills

Required

Bachelor's degree preferred and minimum 3 years of experience in business development, relationship management, consulting, financial services, or a related professional services environment

Computer literate with strong working knowledge of MS Word, Excel, PowerPoint, Outlook, and SharePoint

Comfort working with CRM or similar tools to support organization and follow-through; deep technical expertise not required

Prior exposure to UHNW clients, family offices, or advisory environments desirable

Strong interpersonal skills and comfort interacting with senior leaders, clients, and external advisors

A preference for organization, structure, and disciplined follow-through

Intellectual curiosity and the ability to quickly understand complex client situations

A proactive, ownership-oriented mindset with the ability to anticipate needs and exceed expectations

Comfort operating across long, relationship-driven sales cycles and in environments with ambiguity

Consistency between words and actions

A working understanding of financial planning concepts, including asset allocation, tax considerations and assessments, and a high-level understanding of basic estate planning structures (e.g., trusts and beneficiary designations), sufficient to engage credibly in growth conversations and support prospective client discussions