Client Advisory Manager - Hybrid Wealth Planning Lead
Pathstone Welcomes Crestone Capital LLC
Pathstone is hiring a Client Manager in Client Advisory for our Boston, MA office. This role oversees timely completion of work, supports the Support Team, and coordinates direction from Team Leads to enhance client engagement and service quality. The ideal candidate has 3–5+ years in financial management, strong analytical and communication skills, and a proactive, detail-oriented approach. CFP/CFA/MBA/JD is preferred for advancement. #J-18808-Ljbffr Pathstone Welcomes Crestone Capital LLC
Vacancy posted 1 day ago
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