VP, Client Advisory: Growth & Relationship Leader
pathstoneAustin, TX
VP, Client Advisory: Growth & Relationship Leader
pathstoneAustin, TX
3 days ago
Occupations
Personal Financial AdvisorsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelChief ExecutivesIndustries
Portfolio Management and Investment AdviceOther Management Consulting ServicesCut Stone and Stone Product ManufacturingAbout the role
Pathstone, based in Austin, TX, seeks a Vice President, Client Advisory to cultivate the next generation of business development and advisory leaders. Have you got what it takes to succeed The following information should be read carefully by all candidates. You will originate new client relationships, grow an advisory practice, and become a trusted advisor to ultra-high-net-worth families, family offices, foundations, and endowments. xmcpwfu Working with Directors and Leaders, you will engage across the full client lifecycle, from prospecting to investment planning and ongoing relationship management.
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JOB OVERVIEW
Experience level
Manager
Location
Austin, TX
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
3 days ago
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