Senior Personal CFO & Client Relations Leader
Pathstone
Pathstone is seeking an Associate Director, Client Relationship Management & Accounting, based in Atlanta, GA. This senior role involves managing high-touch Personal CFO engagements for ultra-high net worth families. You will work closely with Directors to provide an exceptional client experience, overseeing the financial administration of client entities. The ideal candidate will have 7-10+ years of experience in private wealth or family offices, a strong background in financial reporting, and excellent project management skills. Pathstone emphasizes a supportive environment and offers a competitive benefits program including flexible PTO, medical coverage, and more. #J-18808-Ljbffr Pathstone
Vacancy posted 4 days ago
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