Pathstone
Senior Associate, Investment Operations
Pathstone - Potomac, Maryland, United States, 20854
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Overview
Company Description:
Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years. As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more. Job Description:
This role supports the firm’s Onboarding Program, one of the areas of specialized focus for the Investment Operations Team. The Onboarding Program provides our client advisors with seamless back-office operational support that allows Pathstone to deliver an exceptional and consistent service experience to our new clients. The Senior Associate will support the Onboarding Program and its objectives and is expected to adopt, implement, and promote Pathstone best practices. Job Responsibilities: Project Planning and Management:
Oversee new client onboarding from start to finish, managing project plans, timelines, milestones, and deliverables for an efficient process. Onboarding Calls:
Organize and lead onboarding calls with client teams, ensuring all stakeholders are informed and aligned. Coordinate with internal teams to meet client expectations. Preparation and Documentation:
Prepare call agendas and materials, maintain detailed meeting minutes, and distribute them promptly. Data Sourcing and Analysis:
Extract and analyze data from Salesforce, performance reporting platforms, and custodians to support onboarding and project planning. Use insights to align with client teams and departmental leads. Internal Communication and Documentation:
Create and distribute internal communications about onboarding processes, updates, and changes. Keep onboarding documentation and tools current and accessible. Collaborative Initiatives:
Work with Professional Services, Billing, Compliance, Capital Markets, and Performance Reporting teams to integrate client onboarding seamlessly. Proactive Problem Solving:
Identify and address potential challenges early and propose solutions to improve onboarding procedures and client team satisfaction. Qualifications: Education:
Bachelor’s degree in Business Administration, Finance, Accounting, Economics, or a related field. Experience:
Minimum of 2-3 years in financial management or a related industry. Skills:
Excellent analytical, quantitative, problem-solving, and client service abilities. Technical Proficiency:
Strong PC and Microsoft Office Suite skills are essential, with advanced proficiency in Microsoft Excel highly preferred. Attributes:
Detail-oriented, proactive, adaptable, and capable of managing deadlines effectively. Additional Knowledge:
Experience with databases; a basic understanding of investments, including mutual funds, separately managed accounts, and alternatives, is also beneficial. Work Ethic:
Positive attitude, initiative, and ability to prioritize tasks amidst competing demands are crucial. Motivation:
Eagerness to tackle new challenges and maintain high motivation levels. Communication:
Strong verbal and written communication skills are required. Innovation:
A willingness to engage in innovative problem-solving is encouraged. Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.
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Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years. As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more. Job Description:
This role supports the firm’s Onboarding Program, one of the areas of specialized focus for the Investment Operations Team. The Onboarding Program provides our client advisors with seamless back-office operational support that allows Pathstone to deliver an exceptional and consistent service experience to our new clients. The Senior Associate will support the Onboarding Program and its objectives and is expected to adopt, implement, and promote Pathstone best practices. Job Responsibilities: Project Planning and Management:
Oversee new client onboarding from start to finish, managing project plans, timelines, milestones, and deliverables for an efficient process. Onboarding Calls:
Organize and lead onboarding calls with client teams, ensuring all stakeholders are informed and aligned. Coordinate with internal teams to meet client expectations. Preparation and Documentation:
Prepare call agendas and materials, maintain detailed meeting minutes, and distribute them promptly. Data Sourcing and Analysis:
Extract and analyze data from Salesforce, performance reporting platforms, and custodians to support onboarding and project planning. Use insights to align with client teams and departmental leads. Internal Communication and Documentation:
Create and distribute internal communications about onboarding processes, updates, and changes. Keep onboarding documentation and tools current and accessible. Collaborative Initiatives:
Work with Professional Services, Billing, Compliance, Capital Markets, and Performance Reporting teams to integrate client onboarding seamlessly. Proactive Problem Solving:
Identify and address potential challenges early and propose solutions to improve onboarding procedures and client team satisfaction. Qualifications: Education:
Bachelor’s degree in Business Administration, Finance, Accounting, Economics, or a related field. Experience:
Minimum of 2-3 years in financial management or a related industry. Skills:
Excellent analytical, quantitative, problem-solving, and client service abilities. Technical Proficiency:
Strong PC and Microsoft Office Suite skills are essential, with advanced proficiency in Microsoft Excel highly preferred. Attributes:
Detail-oriented, proactive, adaptable, and capable of managing deadlines effectively. Additional Knowledge:
Experience with databases; a basic understanding of investments, including mutual funds, separately managed accounts, and alternatives, is also beneficial. Work Ethic:
Positive attitude, initiative, and ability to prioritize tasks amidst competing demands are crucial. Motivation:
Eagerness to tackle new challenges and maintain high motivation levels. Communication:
Strong verbal and written communication skills are required. Innovation:
A willingness to engage in innovative problem-solving is encouraged. Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.
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