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Sr Service Manager
Ryder System
Allentown, PA
The Senior Manager Operations II manages the operations and personnel for approximately 601+ equivalent truck units comprised of one or more locations. May have Operations Managers,…
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Entry Level Associate Project Manager: Biopharmaceutical Product Testing
Eurofins US Network
Lancaster, PA
Collaborate with cross-functional teams (Operations, QA, Sample Registration, Pricing, Business Development).
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Patient Services Manager 2
Sodexo
LANCASTER, PA
- $70,975 to $91,850 USD / year
…environment and is passionate about patient satisfaction, team development, and operational excellence. Oversee daily patient dining operations, patient meal service and visiting patients.…
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Automotive Maintenance Technician
Bridgestone Americas
Lancaster, PA
…manufacture and market a wide range of Bridgestone, Firestone and associate brand tires to address the needs of a broad range of customers, including consumers, automotive and commercial…
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Discharge Plan Manager UPMC Harrisburg
UPMC
Harrisburg, PA
1)Diploma or associate degree in nursing and active Registered Nurse license. At least one year of experience in discharge planning/care coordination required.OR2)Bachelor's degree in…
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Associate Director, Omnichannel Therapeutic Area Lead
Otsuka America Pharmaceutical Inc.
Harrisburg, PA
The Omnichannel and Content Operations team is dedicated to driving innovation, building and delivering capabilities that enhance Otsuka’s opportunity to positively impact the lives of…
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Senior Business Analyst
Insight Global
Remote, United States
- From $82 USD / hour
This role will guide complex projects from creative development through production, post-production, and distribution, while building the processes, tools, and capabilities needed to scale…
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Operations Project Manager
Copeland
Harrisburg, PA
The Operations Project Manager will lead and support cross-functional projects within the Operations functions of Copeland, including Manufacturing Operations, Procurement, Supply Chain,…
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Platform Engineer - Remote
SitusAMC
Harrisburg, PA
Develop and maintain the in-house CI/CD automation pipeline as an individual contributor on the Cloud development platform team.
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HR
ProSales Associate (Entry Level Sales)
Herc Rentals
Harrisburg, PA
- $28.85 USD / hour
The ProSales Associate role is designed for early career professionals who are eager to build a long term career in sales. ProSales Associates participate in Herc Rentals’ exclusive Black…
Added 1 min ago
DIR, DINING SERVICES III - University of Pittsburgh, Pittsburgh, PA
Compass Group, North America
Pittsburgh, PA
Working as the Director of Dining Services you will be responsible for overseeing the day to day Foodservice operations. You will manage and lead a team of employees and you will be…
Added 1 min ago
TL
Billing Adjustments Lead
TransUnion LLC
Chicago, IL
- $82,700 to $120,000 USD / year
This role acts as a key liaison across Sales, Operations and Finance to deliver expert guidance and support. This role requires leadership skills and advanced analytical skills to manage…
Added 1 min ago
TL
Consulting Analyst - Argus Advisory
TransUnion LLC
White Plains, NY
- $62,000 to $90,000 USD / year
…safely, communicating respectfully, and safeguarding business operations, confidential and proprietary information, and the Company’s reputation are also essential expectations of this…
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Assistant Nurse Manager- Inpatient Behavioral Health
Veterans Affairs, Veterans Health Administration
Pittsburgh, PA
Added 1 min ago
CG
FOOD SERVICE UTILITY (FULL TIME)
Compass Group, North America
Pittsburgh, PA
- $17.1 USD / hour
- Full-time
Added 1 min ago
Supervisor, Operations QA
PSKW LLC dba ConnectiveRx LLC
Pittsburgh, PA
Supervises a team of Operations Quality Assurance Associates through monitoring day-to-day operations. Manages and addresses employee requests, scheduling, payroll/timesheets, and…
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Oracle Fusion Manufacturing Senior Manager - Pharmaceutical
Accenture
Pittsburgh, PA · Philadelphia, PA
…the future and bring it to life using design thinking, agile development methodologies, and new smart tech like IoT, automation, and AI. We even built our own platform, myConcerto, that…
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Director, Sales Operations - Sales Strategy
Wolters Kluwer
Philadelphia, PA
The FCC Revenue Operations team is hiring a Director of Sales Strategy to serve as the strategic business partner to FCC Business Unit General Managers and Sales Leadership across CT…
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A
Threat Informed Defense Senior Manager
Accenture
Philadelphia, PA · Pittsburgh, PA
- $132,500 to $338,300 USD / year
Telemetry pipeline integration and threat hunt program development across EDR, network, identity, cloud, and OT data sources.
Added 1 min ago
Innosight Consulting Senior Associate, Strategy & Operations
Huron Consulting Group
Philadelphia, PA
Innosight is seeking a Senior Associate to join our Strategy & Operations consulting team. Senior Associates play a critical role in driving client impact by owning significant workstreams,…
Added 1 min ago
Surgical Services Coordinator - Trauma-Surg Critical
Penn Medicine
Philadelphia, PA
…addition to performing the duties of the Surgical Services Associate (coordinating patient related activity for both outpatient visits and surgical procedures, phone calls, messages,…
Added 1 min ago
CG
Regional Vice President, Business Dining
Compass Group, North America
Philadelphia, PA
- $210,000 to $215,000 USD / year
…driving operational excellence, financial performance, team development, and client satisfaction across the…
Added 2 mins ago
CAO HUP PeriOp Services
Penn Medicine
Philadelphia, PA
The Chief Administrative Officer (CAO) for HUP PeriOp Services will have overall responsibility for the successful development, implementation and alignment of operational, strategic and…
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Technical Supervisor - FT 1st Shift Endocrinology Lab at HUP
Penn Medicine
Philadelphia, PA
Keeps abreast of technical development in area of specialization
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Maintenance Electrician
Vertiv Group Corp.
Corry, PA
…automation systems used in sheet metal processing and fabrications operations. This role supports continuous production by ensuring plant electrical equipment, distribution, and control…

Pathstone

Associate, Client Advisory

Austin, TX, United States

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Job details

Education: Bachelor’s degree
Posting language: English
Posted: Nov 5, 2026

Original job description

Pathstone Associate Program: A Client Advisory Career Path!

Pathstone's Client Advisory Associate Class is designed to accelerate the development of Associates as they begin their careers serving some of the most sophisticated families, family offices, and institutions in the industry. Through a combination of immersive learning, hands-on experiences, cross-functional collaboration, and relationship building, Advisory Associates gain a deeper understanding of how Pathstone delivers exceptional client service.

This job is ideal for curious, collaborative, and growth-oriented individuals who are eager to develop their advisory capabilities, deepen their understanding of the client experience, and contribute to Pathstone's culture of excellence, accompaniment, and continuous learning.

Job Description: In this role, the Associate will work closely with Client Advisory Teams to help deliver an exceptional client experience and support the day-to-day operations of client relationships. Responsibilities include completing account applications, preparing fund subscription documents, accounting and reporting maintenance, and assisting in the development of client presentation materials and other special projects.

The Associate will also partner with client teams to process money movements and execute trades within accounts, while following the process through in tandem with the firm’s Capital Markets Group. In addition, they play an important role in managing task flow and record keeping inside our firm’s CRM, ensuring we have accurate and timely execution.

Through the evolution of an Associate’s CareerPath, there will be opportunities for further professional development through internal programs at the firm and support in pursuing professional certifications such as the CFP and CFA.

This role supports the firm’s Austin, TX office with a start date in the summer of 2027.

Learning Program: At Pathstone, we are committed to helping our team members grow and thrive throughout their careers. Through a variety of learning and development opportunities, we equip Associates with the skills, knowledge, and experiences needed to deliver an exceptional client experience, contribute to our collaborative culture, and prepare for future opportunities within the firm.

As part of this commitment, Client Advisory Associates participate in an immersive, in-person learning experience, spending a week collaborating and learning alongside peers from Pathstone offices across the country. Through interactive training sessions, live simulations, and cross-functional collaboration, Associates strengthen their understanding of core roles and responsibilities and develop meaningful relationships with colleagues and subject matter experts across the firm.

Qualifications:

Bachelor’s degree completed by the summer of 2027 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.
Basic understanding of investments including mutual funds, separately managed accounts, and alternative investments is preferred.
Solid analytical, quantitative, problem-solving, and client service skills.
Detail-oriented and ability to handle time-sensitive issues.
Strong Microsoft Office suite skills, particularly Excel.
A positive attitude and initiative in all aspects of the position.
The ability to prioritize tasks in the face of competing demands.
Engaged in learning and growing, and motivated to take on new challenges.
Strong verbal and written communication skills.
Interested in learning how to use and optimize AI for day-to-day workflows in a creative manner.

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.

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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