Client Advisory Manager — Hybrid Wealth Management
Socket.dev
Pathstone in Boston, MA is seeking a Client Manager in Client Advisory to support the Client Team. You’ll oversee the timely completion of work, supervise Support Team Members, and execute on direction from Team Leads to grow client engagement over time. You’ll coordinate investment strategy communications, prepare client documents, and mentor junior staff. A Bachelor’s degree and 3–5+ years in finance are required, with CFP/CFA/MBA/JD preferred for advancement opportunities. #J-18808-Ljbffr Socket.dev
Vacancy posted 3 days ago
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