San Francisco, California, United States · On-site
$65k–$90k/yr
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…
Skills: Financial analysis, Portfolio management, Client service, Investment advisory, Excel
San Francisco, California, United States · Hybrid
About Atlas At Atlas, we believe the financial system should work for everyone. We’re building a modern rewards credit card and banking platform designed to grow with our members - helping them build credit on autopilot …
Skills: Full stack development, Software engineering, Fraud systems, Underwriting systems, Mentoring
San Francisco, California, United States · Hybrid
About Atlas At Atlas, we believe the financial system should work for everyone. We’re building a modern rewards credit card and banking platform designed to grow with our members - helping them build credit on autopilot…
Skills: Data Science, Software Engineering, Quantitative Analysis, Data Mining, Python
San Francisco, California, United States · On-site
$228k–$317k/yr
This is Adyen. Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we…
Skills: Python, Java, Machine learning, Credit risk modeling, Production engineering
San Francisco, California, United States · On-site
$297k–$401k/yr
This is Adyen. Adyen provides payments, data, and financial products in a single solution for customers like Meta, Uber, H&M, and Microsoft - making us the financial technology platform of choice. At Adyen, everything we…
Skills: Python, Java, Machine Learning, MLOps, Credit Risk Modeling
MixpanelSan Francisco, California, United States · Hybrid
$161k–$218k/yr
About Mixpanel Mixpanel is the leading product intelligence and analytics platform, trusted by more than 29,000 companies to help understand how people use the products they build. By combining powerful analytics with AI…
Skills: Financial Planning and Analysis, Strategic Finance, SaaS Unit Economics, Driver-based Forecasting, 3-statement Modeling
San Francisco, California, United States · Hybrid
$120k–$125k/yr
Lazard is one of the world’s preeminent financial advisory and asset management firms. Our people and culture make the difference. While global in presence and reach, ours is a close, collaborative community of just over…
Skills: Financial modeling, Valuation, Industry research, Competitive analysis, Due diligence
San Francisco, California, United States · Hybrid
$111k–$135k/yr
Why join us Brex is the intelligent finance platform that enables companies to spend smarter and move faster in more than 200 markets. By combining global corporate cards and banking with intuitive spend management, bill…
Skills: Compliance, Risk management, Regulatory compliance, Financial services, Issue management
San Francisco, California, United States · Hybrid
$164k–$227k/yr
About the role As a Senior Software Engineer on the AI Enablement team, you will build the internal platforms, primitives, and guardrails that make AI a trusted co-pilot for employees across Chime. You’ll work on systems…
Skills: Distributed systems, Platform engineering, Python, Go, TypeScript
IHG Hotels & ResortsSan Francisco, California, United States · On-site
$130k–$150k/yr
As Rooms Division Director, you will provide strategic and operational leadership for the Front Office and Housekeeping departments, ensuring an exceptional luxury guest experience while driving departmental revenue, pro…
Skills: Strategic leadership, Operational management, Union relations, Luxury hospitality, Financial acumen
San Francisco, California, United States · On-site
Who we are About Stripe Stripe is a financial infrastructure platform for businesses. Millions of companies - from the world’s largest enterprises to the most ambitious startups - use Stripe to accept payments, grow thei…
Skills: Startup ecosystem, Partnership management, Founder empathy, Strategic planning, Public speaking
San Francisco, California, United States · Remote OK
Company Overview Swish Analytics is a sports analytics, betting and fantasy startup building the next generation of predictive sports analytics data products. We believe that oddsmaking is a challenge rooted in engineeri…
Skills: Sports trading, Betting analysis, NHL trading, Risk management, Data analysis
San Francisco, California, United States · Hybrid
$110k–$130k/yr
About the Role The Systems and Process Manager with ClimateWorks Foundation’s Clean Cooling Collaborative (CCC) Program is a new position on the team, and will play a critical cross-functional role in ensuring the effici…
Skills: Project management, Grants management, Budget coordination, Process improvement, Data accuracy
San Francisco, California, United States · On-site
Company Description Permanent Exempt (PEX): Full Time position is excluded by the Charter from the competitive civil service examination process and shall serve at the discretion of the appointment officer. Specific info…
Skills: Real estate transactions, Commercial leasing, Property management, Financial analysis, Strategic negotiation
San Francisco, California, United States · Hybrid
$153k–$200k/yr
About the Role Chime has centralized MarTech as the shared technology foundation for all of Growth and Marketing. Web platform, communications and lifecycle platforms, ad tech, content and asset systems, experimentation,…
Skills: Paid media technology, MarTech, Ad tech, Attribution, Mobile measurement
Turner & TownsendSan Francisco, California, United States · Hybrid
$110k–$140k/yr
Company Description Turner & Townsend is a global professional services company with over 22,000 people in more than 60 countries. Working with our clients across real estate, infrastructure, energy and natural resources…
Skills: Cost Management, Quantity Surveying, Construction Estimating, Procurement, Value Engineering
San Francisco, California, United States · On-site
$101k–$171k/yr
PRS Business Development Manager (BDM) Location: Northern or Central California Chubb Personal Risk Services offers a wide range of property and casualty insurance products for individuals and families with fine homes an…
Skills: Agency relationship management, New client acquisition, Sales pipeline development, Account management, Cross-selling
San Francisco, California, United States · Hybrid
$158k–$248k/yr
At Braze, we have found our people. We’re a genuinely approachable, exceptionally kind, and intensely passionate crew. We seek to ignite that passion by setting high standards, championing teamwork, and creating work-lif…
Skills: Pricing strategy, Monetization, Packaging optimization, Market analysis, Competitive positioning
San Francisco, California, United States · On-site
$150k–$180k/yr
POSITION SUMMARY: We are seeking a highly motivated investment professional to join our investment team. The ideal candidate will have 5-10 years of investment experience in Technology/AI investment, with a strong backgr…
Skills: Investment Analysis, Due Diligence, Financial Modeling, Valuation, Deal Execution
San Francisco, California, United States · Hybrid
$132k–$182k/yr
About Faire Faire is a technology wholesale platform built on the belief that the future is local. Independent retailers around the globe collectively represent a multi-hundred-billion-dollar wholesale market that has hi…
Skills: Sourcing, Category management, Procurement, SaaS sourcing, Software sourcing
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Associates work within teams to manage investment portfolios for high-net-worth clients by producing performance reports, presentations, and assisting with portfolio construction. They also coordinate complex estate-planning transactions and ensure adherence to firm and regulatory policies.
Candidates must have a bachelor's degree and less than two years of work experience. Proficiency in Microsoft Excel and PowerPoint is required, along with strong communication and organizational skills.
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.
We seek Client Advisory Associates in our San Francisco office. These are 2-year, entry-level associate positions with the potential for top-performing associates to expand and extend their engagements for up to an additional 3 years in the Senior Associate position.
Description of Role: In the Client Advisory department at Pathstone, we work in teams to manage investment portfolios for high-net-worth families and institutions. Each team is structured to have one or two portfolio managers (PMs) who determine investment strategy and manager selection. The associates and senior associates work alongside the PMs to produce performance reports and presentations, provide exceptional client service and assist with building client portfolios.
In your work, you will learn about the financial markets, asset allocation, portfolio construction and various investment managers across a wide range of asset classes, including cash, fixed income, equities, hedge funds, private equity, venture capital, and real assets. You also could participate in special projects, such as asset class deep dives, portfolio reviews, and spending analyses. In addition, you may help to coordinate complex estate-planning transactions such as transfers of interest, partnership distributions, and charitable gifting. You will also learn to manage risk across client relationships by closely adhering to firm and regulatory policy, procedures, and processes.
You will work with a small number of clients and provide high quality client service, with frequent interactions with clients, family office staff, tax advisers and investment managers. Associates are an integral part of the team and could join both internal investment meetings as well as client meetings.
Associates typically spend their days completing independent work for clients, primarily using Excel and PowerPoint, as well as other software programs including Addepar and Salesforce. We will provide training on these programs, but a working knowledge is always a great start. Most importantly, we are looking for smart and dedicated team players who are eager to learn and contribute.
What Success Looks Like:
You Are a Great Fit If You:
Pay Transparency: Pathstone’s expected starting base compensation for the position as of the time of posting is $65,000 – $90,000 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.
In posing the application screening questions, we are seeking to understand how your personal experiences have informed and reflect your interest and fit for this role. To ensure authentic responses, we ask that candidates are thoughtful when using AI tools (such as Chat GPT) to compose answers to the application screening questions.
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.
Paths to your preferred life.
Pathstone is an investment and wealth advisory firm serving individuals and families of significant wealth, family offices, and institutions. We seek to provide our clients with deep expertise across a range of disciplines—based on their unique circumstances. Pathstone offers investment advisory, wealth and legacy planning, professional services, and many aspects of lifestyle management, delivered in-house and integrated into a highly personalized client experience.
Offices: 10 Sterling Blvd, Ste. 402, Englewood, New Jersey 07631, US · 24 Federal Street, 8th Floor, Boston, MA 02110, US · 3344 Peachtree Rd NE, Suite 1550, Atlanta, GA 30326, US · 999 Vanderbilt Beach Road, Suite 237, Naples, FL 34108, US · 1900 Avenue of the Stars, Ste. 970, Los Angeles, California 90067, US
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