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Manager, Data Analytics and Insights
Fidelity Brokerage Services LLC
Boston, MA
- $80,000 to $153,000 USD / year
…also improve performance measurement tools that elevate the associate and leader experience. As part of Fidelity Wealth HR’s SPA organization, the Business Analyst plays a key role across…
Added 1 min ago
RF
Sales Associate
Riser Fitness, LLC
Sammamish, WA
- $17.5 USD / hour
We are seeking a motivated and enthusiastic Sales Associate to join our team at a reputable Pilates studio. As a Sales Associate, you will play a crucial role in supporting the General…
Added 4 mins ago
Senior EHS Specialist - Manufacturing Safety
COV Covidien LP
Parker, CO · Boulder, CO · Louisville, CO
…observations, near-miss reporting, corrective actions, and ongoing program effectiveness. The Senior EHS Specialist will work closely with the broader EHS team and manufacturing partners…
Added 4 mins ago
Senior Clinical Specialist, CRM- South Boston
MDU Medtronic USA Inc
Remote, United States
Added 4 mins ago
Principal EP Mapping Specialist, CAS- Daytona, FL
MDU Medtronic USA Inc
Remote, United States
Work in partnership with Account Manager, Regional Manager and Area Directors to identify potential sales opportunities.
Added 4 mins ago
Sr. Sales Representative, CAS
MDU Medtronic USA Inc
Remote, United States
High School Diploma (or equivalent) AND 8+ years of sales, business-to-business, healthcare, or related experience OR Associate's Degree AND 6+ years of sales, business-to-business,…
Added 4 mins ago
Sales Representative III, Pain Therapies - Philadelphia, PA
MDU Medtronic USA Inc
Remote, United States
…distribution alliances. This role reports directly to a District Sales Manager, partners with other Sales Representative peers as well as with a Clinical Specialist…
Added 4 mins ago
Executive Territory Manager, Neurovascular - Jacksonville, FL
CVS Covidien Sales LLC
Remote, United States
The Executive Territory Manager is responsible for achieving territory sales objectives through the promotion and support of Medtronic Neurovascular products and services. This role…
Added 4 mins ago
Sr Clinical Specialist, Cranial & Spinal Technologies - Las Vegas, NV
MDU Medtronic USA Inc
Remote, United States
Works as a team member with the Surgical Synergy Region Manager and CSM to prioritize customer technical support and service expectation goals.
Added 5 mins ago
Temporary - Postdoctoral Research Associate
Texas A&M University - Corpus Christi
Corpus Christi, TX
The Research Associate will contribute to ongoing research projects under the guidance of a principal investigator or research team. This is a temporary, full-time, 9-month appointment…
Added 5 mins ago
GH
Acute Care RN-Medical Surgical Registered Nurse
Genesis Health System
United States
- $32.74 to $49.11 USD / hour
Coordinates implementation of plan of care with the Case Manager, Social Worker and other health care disciplines.
Added 5 mins ago
PACU RN-Post Anesthesia Care Unit Registered Nurse
Genesis Health System
Davenport, IA
…and regulations, Trinity Health’s Organizational Integrity Program, Standards of Conduct, as well as other policies and procedures in order to ensure adherence in a manner that reflects…
Added 7 mins ago
Senior Manager, Technical Operations
E.R. Squibb & Sons,L.L.C.
Princeton, NJ
The Senior Manager, Technical Operations manages the daily operations of one or more animal facilities and specialty areas, including areas supporting USDA-regulated species, infectious…
Added 8 mins ago
OR
Wireless Retail Sales Associate - W2853
OSL Retail Services
LA PLATA, MD
- $20 USD / hour
Benefit from sales incentives, career development opportunities, and an employee referral program.
Added 8 mins ago
T
A1 Training Specialist
Target
Upper Marlboro, MD
- $20.82 to $37.45 USD / hour
…in the Distribution Center. You will work closely with your manager, the Training Operations Manager, to develop a deep understanding of training program content and strategy so that you…
Added 8 mins ago
Yankee Candle-Retail Seasonal Sales Associate - Towson, MD
Newell Brands
Towson, MD
Drive guest loyalty through the Rewards Loyalty program and Key Performance Indicators (KPIs).
Added 8 mins ago
MM
Practice Manager - Springfield, MA
Medical Management International, Inc.
Banfield Springfield, MA
- $72,310 to $104,448 USD / year
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.
Added 8 mins ago
MM
Regional Vice President - Great Lakes
Medical Management International, Inc.
Banfield Music City, TN · Banfield Brentwood Maryland Farms, TN · Banfield Smyrna, TN · Banfield Troy, MI · Banfield Livonia, MI · Banfield Roseville, MI
- $204,000 to $286,875 USD / year
If you are a current associate, you will need to apply through our internal career site. Please log into Workday and click on the Jobs Hub app or search for Browse Jobs.
Added 8 mins ago
Senior Product Manager, Value realization
Humana
Annapolis, MD
To help deliver on this mission, we are seeking a Senior Product Manager to drive the delivery of new reporting requirements for Next Best Action (NBA) and to assist with measurement…
Added 8 mins ago
Associate Director Business Engagement
JANSSEN SUPPLY GROUP, LLC. Legal Entity
Horsham, PA
Johnson & Johnson is currently recruiting for Associate Director Business Engagement! This position can be performed at any US or EMEA J&J location.
Added 9 mins ago
Office Associate
Distributor Operations, Inc.
North Augusta, SC
Follow / fulfill all driver program requirements, as specified by the manager
Added 10 mins ago
WI
(USA) Store Manager - Hometown
Walmart Inc.
Barbourville, KY
- $95,000 to $145,000 USD / year
…resolutions for Associates including proactively seeking out Associate comments and concerns by meeting withAssociates in their work…
Added 11 mins ago
Healthcare Operations Manager
Humana
Raleigh, NC · Durham, NC · Goldsboro, NC · Rocky Mount, NC · Youngsville, NC
The Operations Manager is responsible for the day-to-day operational management of the in-home preventive care program. This role translates program requirements into reliable workflows,…
Added 11 mins ago
Fraud and Waste Investigator
Humana
Remote, United States
The Fraud and Waste Professional is responsible for conducting comprehensive investigations of reported, alleged or suspected fraud involving South Carolina's Medicaid Program.
Added 13 mins ago
R
Instructional Designer
Rosendin
San Jose, CA
- $85,200 to $111,900 USD / year
Over time may specialize in a particular subject, training program, or function of the company.

Pathstone

Associate, Client Advisory

Boston, MA, United States

$72,500 to $82,500 USD / year

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Job details

Pay: $72,500 to $82,500 USD / year
Education: Bachelor’s degree
Posting language: English
Posted: Nov 2, 2026

Original job description

Company Description: Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments. We are united by a clear purpose: to help clients pursue their Preferred Life - with clarity, confidence, and long-term support across the full landscape of wealth and well-being.

Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.

With more than 20 office locations and over $185 billion in client assets under management, advisory, administration, and related services, Pathstone has expanded significantly over the past five years, reflecting sustained momentum and continued investment in our team and platform.

Pathstone is committed to making a meaningful difference for clients and their families, while fostering a supportive, purpose-driven environment for our professionals. Team members are encouraged to pursue their interests and contribute to the firm’s culture through committees and initiatives that help shape our shared mission.

Our people are our greatest asset, and we offer a competitive, flexible benefits program designed to support life both inside and outside of work. Benefits include comprehensive medical, vision, and dental coverage, flexible spending options, flexible PTO, life insurance, education support, a 401(k) plan, parental leave, and more.

This role supports the firm's Boston, MA office.

Job Description: Provide assistance to a Client Advisory Team in all manners of client service and daily operations, as well as administrative duties and special projects, which can include preparing performance analysis, investment manager background, and client presentation material.

Key Responsibilities:

Provide support to a Client Advisory Team in the communication and implementation of client investment strategies.
Draft letters of instruction, complete account applications, manager agreements, and fund subscription documents, organize supporting documentation, and follow the process through in tandem with the firm’s Capital Markets Group.
Act as information provider to accountants, banks, investment managers, and other professionals also supporting clients.
Provide additional support in the quarterly reporting process, specifically in reconciling and otherwise reviewing client reports.

Qualifications:

Bachelor's degree is required.
Prior experience in the financial management industry, specifically Client Operations and Administration, and past full-time office experience is a plus, but not required for recent graduates.
Strong analytical, quantitative, problem-solving, and client service skills.
Proactive, detail-oriented and understands time-sensitive issues.
Strong verbal and written communication skills.
Skill with PC and Microsoft Office suite, particularly Excel.
Comfortable speaking with clients and their other professional relationships concerning money movement, account openings, trades within accounts, and basic daily operations is a plus.
Shows a positive attitude and initiative in all aspects of the position and demonstrates the ability to prioritize tasks in the face of competing demands.
Enjoys learning and growing and is motivated to take on new challenges.
Basic understanding of investments, including mutual funds, separately managed accounts, and alternatives.
Interest in learning how to use and optimize AI for day-to-day workflows in a creative manner.

Pay Transparency: Pathstone’s expected starting base compensation range for the position as of the time of this posting is $72,500 - $82,500 per year. The actual base compensation selected for this role will be set based on a variety of factors, including (but not limited to) experience, education, specialty and training. The successful candidate(s) may also be eligible for a discretionary bonus award.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

Pathstone is proud to be an equal opportunity employer.

As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.

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More about this job

Skills

Administrative support
Communication skills
Documentation
Reporting
Financial management
Problem solving
Microsoft Office
Microsoft Excel
Prioritization

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