Description
Pathstone is hiring a Client Manager in Client Advisory to support its Boston, Massachusetts office. The role coordinates client investment strategies, oversees Support Team Members, prepares client documentation, manages quarterly reporting, supports client meetings, and mentors Associates and Senior Associates. It requires a bachelor’s degree in a related field and 3–5+ years of financial management experience, with a hybrid work arrangement of three onsite days and two remote days per week. The expected starting base compensation is $85,000–$100,000 per year, and visa sponsorship is not available.
