Manager, Engagements

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 $100 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.

Position Summary:

The Manager, Engagements is responsible for overseeing the day-to-day workflow and operational execution of client engagement processes within the Engagements team. This role ensures the accurate, efficient, and scalable preparation and processing of client engagement agreements in support of advisors and client service teams. The position combines operational leadership with hands-on execution to drive quality, consistency, and timely delivery across the engagement lifecycle.

Key Responsibilities:

• Oversee and support the drafting, preparation, and review of client engagement agreements.
• Manage the onboarding of new client relationships within the firm’s CRM system, ensuring completeness and accuracy of data.
• Conduct comprehensive review and proper filing of acquired client agreements.
• Coordinate team workflow, allocate resources effectively, and maintain established quality control standards.
• Support the tracking, validation, and reporting of key engagement and revenue-related data to ensure operational alignment with billing and finance partners.
• Partner closely with cross-functional stakeholders, including Client Transitions, Billing, Legal, and Compliance, to ensure seamless execution and adherence to regulatory and firm standards.
• Identify and implement process enhancements and automation opportunities to strengthen engagement operations and scalability.
• Lead or contribute to special projects and other related initiatives as assigned.

Qualifications & Profile:

Required:

• Bachelor’s degree or equivalent experience
• 5+ years in engagement services, agreements, onboarding, or operations
• Experience drafting or reviewing agreements and controlled documents
• Experience onboarding client relationships in a CRM
• Experience reviewing and organizing agreement files, including acquired accounts
• Strong attention to detail and documentation accuracy
• High degree of operational and process acumen
• Experience coordinating workflow
• Strong communication and cross-functional collaboration skills

Preferred:

• Wealth management, financial services, or professional services experience
• Familiarity with CRM and document management systems
• Exposure to workflow automation or process optimization work

The successful candidate will demonstrate exceptional attention to detail, strong operational discipline, and a high degree of process acumen. This role is well suited for a professional who thrives at the intersection of operational excellence, process improvement, and hands-on execution within a dynamic, high-impact engagement environment.

Pay Transparency:

Pathstone’s expected starting base compensation range for the position as of the time of this posting is $80,000 - $85,000 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.