Pathstone · 1 month ago
Manager, Personal CFO Services
Atlanta, GA
Full-time
Onsite
Senior Level
7+ years expPathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families. They are seeking a Manager, Personal CFO Services to provide daily accounting and financial administration for high-net-worth clients, ensuring a seamless client experience and overseeing financial operations.
AdviceComplianceConsultingFinancial ServicesInsuranceLegalRisk Management
No H1B
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
Qualification
Required
Bachelor's degree in Finance, Accounting, or a related field
7+ years or related experience
Industry knowledge helpful in Treasury/Cash Management, Partnership Accounting, Fund and Investment Accounting
Experience in a client-facing financial services role, preferably serving high-net-worth or ultra-high-net-worth clients
Strong analytical skills with overall financial aptitude
Ability to effectively communicate and compile data into clear reports
Excellent organizational, time-management, and project management skills
Ability to interact with clients and advisors in a professional and discrete manner
Preferred
CPA, CFP, or other relevant certifications preferred
Public accounting, family office, high net worth tax preparation, financial services or private wealth industry are preferred
Benefits
Comprehensive medical, vision, and dental coverage
Flexible spending
Flexible PTO
Life insurance
Education support
401k plan
Parental leave
And more
Company
Pathstone
Pathstone is a financial service company that provides oriented impact investment solutions inclusive of measurement and reporting tools.
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Kelso & Company
2023-03-06Private Equity
2019-11-06Private Equity
Leadership Team
Allan Zachariah
Co-Chairman
Recent News
Company data provided by crunchbase