Manager, Personal CFO Services

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 team members. 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
:
The Atlanta office is looking for a Manager, Personal CFO Services to join our growing family office team which provides daily accounting, financial administration and other family offices services for a diverse group of high-net-worth clients. This role is client-facing and serves as a trusted partner in managing and streamlining the financial lives of our clients. You will work with a dynamic, high-performing team and collaborate closely with internal partners to deliver white‑glove service, proactively oversee financial operations, including client bills and vendor management and delivery of financial reports.

Key Responsibilities:

• Manage day‑to‑day delivery and client experience for a portfolio of high‑net‑worth and ultra‑high‑net‑worth relationships, under the guidance of senior Personal CFO leadership.
• Serve as a primary point of contact for clients and advisors, driving clarity, responsiveness, and follow‑through, and escalating issues as appropriate.
• Run assigned client relationships with ownership and accountability, partnering closely with senior team members on priorities, judgment calls, and complex matters.
• Translate financial activity into clear, client‑ready explanations, summaries, and next steps.
• Exercise sound judgment across entity structures, cash positioning, and client financial activity, seeking input when needed.
• Coordinate closely with the centralized reporting team on the preparation of personal financial statements, including balance sheets, income statements, and projected cash flow for individuals, trusts, foundations, and closely held entities.
• Review personal financial statements and supporting schedules for accuracy, completeness, and client readiness prior to delivery.
• Ensure timely delivery of reporting and proactively flag questions, inconsistencies, or risks to senior leadership.
• Lead and support client initiatives such as entity activity, asset purchases and sales, financing transactions, insurance reviews, and residence‑related financial oversight.
• Prepare materials and schedules for client and advisor meetings and actively manage follow‑ups.
• Work closely with associates and senior associates, providing guidance, review, and day‑to‑day direction.
• Demonstrate strong time management and prioritization skills, effectively managing high volumes of inbound requests through shared inboxes and email aliases while maintaining accuracy and responsiveness.
• Serve as the primary recipient of client invoices and payment requests.
• Review and approve bills for accuracy, legitimacy, entity allocation, timing, and available funding, coordinating execution with the centralized bill pay team and retaining approval responsibility within defined guidelines.

Experience &

Skills:

• Prior experience in a client‑facing role within family…