Associate, Optimization

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.

Pathstone is 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: As an Associate on the Growth Optimization team, you will be supporting a key firmwide resource responsible for delivering high-quality marketing materials, proposals, presentations, and growth support to advisors across the firm. You will work under the guidance of senior team members while collaborating with Growth, Marketing, and Regional teams to ensure advisors have everything they need to present Pathstone’s value proposition with excellence and consistency.

This role is ideal for an early-career professional who is detail-oriented, eager to learn, and thrives in a deadline-driven environment. You will gain hands-on experience creating materials, managing requests, coordinating cross-functional projects, and learning the processes that define how growth support is delivered across the firm. This is an opportunity to develop your skills in financial services marketing and business development support while working alongside experienced professionals.

• Assist in the development and continuous update of an internal database of slides, language, templates, and materials used in prospect and client discussions
• Support advisors nationally by preparing pitch decks, proposals, and presentation materials for prospects
• Coordinate with Marketing and Growth teams to develop new materials that align with Pathstone's service standards and visual identity
• Partner with advisors and the Growth/BD team to understand specific needs and deliver high-quality, tailored materials on tight deadlines
• Support the Path Forward process by coordinating logistics, assisting in material preparation, and ensuring a seamless advisor and client experience

• Conduct research and compile background information ("dossiers") on prospects to help advisors prepare for meetings and opportunities
• Track and maintain databases of prospect information, meeting materials, and opportunity status in CRM systems
• Collaborate with Growth/BD team to identify and prioritize high-value opportunities across the firm

• Manage incoming requests for materials and support, ensuring timely and professional delivery
• Track request volume, turnaround time, and advisor satisfaction to help the team continuously improve service delivery
• Support the implementation of standardized workflows and processes for prospect preparation, presentation development, and post-meeting follow-up
• Partner with Legal and Compliance to ensure all marketing and client-facing materials meet regulatory requirements
• Proactively communicate with advisors and internal stakeholders, emphasizing clarity, context, and professionalism in all correspondence
• Participate in team meetings and contribute ideas for process…