Director, Client Advisory & Wealth Strategy
Pathstone
Pathstone in Newtown Square, PA, seeks an Associate Director to lead client advisory for ultra-high-net-worth families. You will partner with Directors to deliver integrated wealth management, investment implementation, and planning coordination, while mentoring junior team members. The role emphasizes client ownership, leadership, and cross-team collaboration across wealth planning, tax, and investments. Visa sponsorship is not offered. #J-18808-Ljbffr Pathstone
Vacancy posted 2 days ago
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