Pathstone Jobs in United States

Concentric Innovation is seeking a Software Developer with strong analytical and technical expertise to design, build, and enhance client-facing applications that support data-driven investment and portfolio decisions. · ...

We are seeking an Associate for our Client Advisory Team in Bellevue, WA office. As a certified B Corporation, we prioritize making a difference in clients' lives and offering a positive work environment. · Prior experience in financial management industry is preferred but not re ...

Payroll Specialist · Job Category: Administration · Requisition Number: PAYRO001425 · Full-Time · Hybrid · Boston, MA 02110, USA +6 more locations · Description · Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth famili ...

Summary Purpose for the Position · Provides training & employment, & supportive services to the field office service delivery system on a daily basis, with responsibility for the successful completion of the operational goals and objectives for the office. · Requirements (Educati ...

The Director of Lifestyle Services is a national leader within the Professional Services Group practice, responsible for scaling and delivering Lifestyle Services across all Pathstone offices. This role empowers advisors to deliver a consistent, best-in-class "Preferred Life" exp ...

Pathstone is seeking an Associate Director to join their expanding Personal CFO Services team. · This senior role requires hands-on accounting expertise in partnership and trust accounting for ultra-high-net-worth families. · ...

Senior Associate · As a trusted partner in personal finance management for ultra-high net worth families, · Pathstone offers comprehensive wealth services that go beyond investment advice. · Serve as primary point of contact for high-net-worth clients fostering strong relationshi ...

Billing Specialist Job Description · Pathstone's dynamic and growing family office team provides daily accounting, financial operations, and other services for high-net-worth clients. As a member of this team, you will process annual, quarterly, monthly expenses accurately using ...

Manager, Personal CFO Services · The Atlanta office is seeking an experienced Manager, Personal CFO Services to join their growing family office team. · This role is client-facing and involves managing and streamlining the financial lives of high-net-worth clients. · Including pr ...

As a Payroll Administrator, you will play a crucial role in maintaining employee records, processing payroll, and responding to payroll-related inquiries. · The ideal candidate will have strong knowledge of payroll procedures and regulations, as well as proficiency in . Excellent ...

Financial Expertise: Key Responsibilities · The Manager, Personal CFO Services will serve as a trusted partner in managing client finances. · Prepare financial statements for clients · Create presentations and schedules for client meetings · ...

Job summaryPathstone's Atlanta office is seeking an Associate Director, Sage / Partnership Accounting to join our expanding Personal CFO Services team. · Bachelor's degree in Accounting, Finance, or related field; CPA strongly preferred. · ...

Payroll Specialist · This role provides support to The People Office, accounting, finance and operations teams and reports to the firm's Controller. · Handle the Payroll process end to end including off-cycle processing for bi-weekly and semi-monthly payroll. · ...

Payroll Specialist · This role provides support to The People Office, accounting, finance and operations teams and reports to the firm's Controller. · Manage payroll files and other record keeping items; process, post and edit new hires · ...

Senior Associate, Capital Markets Job Description · As a Senior Associate in our Capital Markets team, you will work in a collaborative environment to support client service and daily operations. Key responsibilities include providing support to Client Advisory teams and working ...

The Atlanta office is looking for a Tax Associate to serve our clients' tax and family office service needs in a timely and accurate manner. · 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 en ...

This role supports the firm's Compliance Department. · To ensure the firm adheres to regulations, mitigates risks, and maintains a strong compliance culture. Involves monitoring, reporting, and providing guidance on regulatory changes, · Ensure the firm's policies and procedures ...

This role provides support to The People Office, accounting, finance and operations teams and reports to the firm's Controller. · We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. · ...

The Outreach Worker role provides a community resource that assists crime victims, saves lives and improves safety by changing behaviors. · They work with victims to connect them to services · Daily responsibilities include logging case notes and mediations in the SNUG database, ...

Support client relationships by assisting Client Advisory Teams. · Draft letters and account applications · Prioritize tasks and manage competing demands · ...