Senior Associate, Personal CFO Services jobs in United States
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Pathstone · 1 day ago

Senior Associate, Personal CFO Services

positionAtlanta, Georgia, United States
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date4+ years exp

Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families. They are seeking a Senior Associate to join their Personal CFO Services team, primarily responsible for managing and streamlining the financial lives of clients while providing tailored financial guidance and overseeing financial operations.

AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management
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Senior ManagementbadNo H1Bnote

Responsibilities

Serve as a primary point of contact for high-net-worth clients, fostering strong and trusted relationships
Proactively oversee client bill payments, ensuring accuracy, and timeliness
Identify and resolve potential issues, discrepancies, or changes, keeping clients well-informed and confident in our oversight
Coordinate with internal departments to deliver seamless, personalized services
Review client balance sheets and income statements
Manage complex financial transactions and processes, including cash flow analysis, budgeting, and bespoke financial reporting
Review and facilitate client requests, providing responsive, high-quality service
Proactively identify opportunities to enhance the client experience, offering creative solutions to unique needs
Partner with internal wealth advisory teams to ensure a cohesive, comprehensive client experience
Handle sensitive personal matters with discretion, including communications with client legal, tax, or insurance professionals
Support the onboarding of new clients

Qualification

CPACFPFinancial analysisClient relationship managementFinancial reportingTime managementInterpersonal skillsCommunication skillsTeam collaboration

Required

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

Preferred

CPA, CFP, or other relevant certifications

Benefits

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

Company

Pathstone

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Pathstone is a financial service company that provides oriented impact investment solutions inclusive of measurement and reporting tools.
dateFounded in 2010
location
Englewood, New Jersey, USA
people-size501-1000 employees
web-link
http://pathstone.com

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
Kelso & Company
2023-03-06Private Equity
2019-11-06Private Equity

Leadership Team

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Allan Zachariah
Co-Chairman
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Recent News

Pathstone Welcomes New Investment from Kelso & Company, Alongside Continued Commitment from Existing Investor, Lovell Minnick Partners
2025-01-27
Company data provided by crunchbase