Director, Personal CFO Services

Company Description: Pathstone is a dynamic, rapidly growing, partner-owned wealth management firm that serves ultra-high net worth families, single family offices, and foundations and endowments. Our comprehensive range of services and deep expertise goes far beyond investment advice. We provide tax planning and compliance, insurance and risk management, lifestyle management, wealth and estate planning, trust services, and philanthropy services. We have 20+ office locations and more than $100 Billion in Assets Under Advisement and Administration. The number of Pathstone team members has more than doubled in the past five years.

As a Certified B Corporation, Pathstone seeks to make a difference in the lives of our clients and their families as well as to offer a positive and supportive work environment for our employees. Our team members are encouraged to pursue their passions by serving on committees and initiatives addressing topics of importance to our business. Our talented people are our greatest asset and therefore we offer a competitive, comprehensive, and flexible benefits program that helps meet the needs of our team members and their families. Pathstone’s generous benefits include comprehensive medical, vision, and dental coverage, flexible spending, flexible PTO, life insurance, education support, 401k plan, parental leave, and more.

 

Pathstone’s Atlanta office is seeking a Director, Personal CFO Services to join our expanding Family Office team.

 

Job Description: This is a high-impact, client-facing position responsible for owning and managing complex client engagements for ultra-high-net-worth individuals and families. The Director serves as a strategic partner, delivering white-glove service while proactively overseeing the day-to-day financial administration of our clients. This hands-on role requires expertise in financial reporting, cash flow analysis, bill payment and classification, as well as experience managing financial operations for family entities, including individuals, trusts, and related structures. The Director is expected to identify and anticipate client needs, and coordinate across internal and external teams to ensure excellence in service delivery. The role does not include direct reports but requires leadership, influence, and the ability to drive complex projects to completion.

 

Responsibilities:

• Serve as the primary point of contact for assigned clients, leading all aspects of their Personal CFO engagement
• Execute all financial administration tasks for high-net-worth families, including accounting, bill pay, and reporting
• Prepare and monitor detailed cash flow statements and anticipate future funding needs
• Manage family entity accounting, including general ledger maintenance and reconciliations
• Oversee bill payment processes and ensure proper classification and documentation of banking and credit card transactions
• Create financial reports and sources/uses of cash tracking for clients and family members
• Support financing and operational oversight related to personal and residential property acquisitions
• Collaborate and communicate with internal wealth advisors and external stakeholders, including legal, tax, and investment professionals
• Proactively identify financial issues and lead implementation of new processes or improvements
• Interface with internal teams to ensure clear, concise communication and seamless client experience
• Lead and complete complex client projects, such as acquisitions and funding initiatives

 

Requirements:

• Bachelor’s degree in accounting, Finance, or related field; CPA, CFP, or CFA preferred
• 10+ years of experience in family office, private wealth, public accounting, fund administration, or investment-related financial services
• Demonstrated leadership in managing high-touch client engagements and delivering exceptional client service
• Strong technical knowledge of general ledger, investment accounting, cash flow analysis, and bill payment systems
• Excellent verbal and written communication skills, with the ability to simplify complex financial concepts for clients
• Experience coordinating with legal, tax, and investment advisors and identifying operational issues and solutions
• Exceptional organizational and project management skills, with the ability to thrive in a dynamic, fast-paced environment
• Commitment to continuous learning, proactive problem-solving, and taking ownership of client success

 

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 committed to creating a diverse environment and is proud to be an equal opportunity employer.