Job Details
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.
Job Description:
Provide process and logistical support for the new client conversion lifecycle, assisting the Chief Growth Office (CGO) in all manners supporting the business development lifecycle. The Growth Process Specialist (GPS) is process-obsessed with a strong background in guiding client-facing team members down the path to closed business through in-depth knowledge of the client journey.
This role serves as the owner of the process "map" and will interface with team members across the company to ensure a consistent, trackable, and reportable approach to converting new business. This individual will be instrumental in contributing to the high-growth culture that has been created at Pathstone and in achieving our annual growth targets. Reporting to the Managing Director of the CGO, this candidate will be working side-by-side to ensure that the process from prospecting to conversion is adhered to, activated, and scaled effectively across the organization in all locations.
Qualifications:
Bachelor's degree. 3+ years of prior relevant experience is required. Business development lifecycle and client conversion experience is preferred.
The ideal candidate will possess excellent verbal and written communication skills and be highly detail oriented. Knowledge and expertise of Salesforce or equivalent CRM is critical to the role. They will have hands-on expertise with CRM functionality, data analytics, as well as a technical, and process-oriented mindset. The candidate must be adept at working in a highly collaborative, dynamic, team-focused environment.
If you excel in leading consistent processes, ensuring the use of clean/accurate data, and have a track record of obtaining results, this role could be for you.
Job Responsibilities:
Day to day:
- Support the CGO to provide a seamless experience for prospects and the Pathstone advisory team
- Directly influence and enhance the experience for our conversion roadmap, inclusive of process automation, follow-up and follow-through by continuously improving the process, conversion rate, and conversion velocity
- Interact directly with team members across the country who directly serve clients and prospects
- Utilize Pathstone's target segmentation to recommend customization of collateral for the prospect journey and experience
- Directly influence and improve the experience for our Client Advisory team in order to scale a consistent process that enables/protects future growth and conversion
- Help colleagues optimize usage of available resources, tools, collateral, and systems
Technical:
- Develop and maintain prospect and client records in Salesforce - creating reporting that prioritizes "high" priority prospects
Note: Salesforce or equivalent CRM experience is required - Develop expertise with database and research systems like Relationship Science, Lexis Nexis, FINTRX, and others that will serve to identify and inform the conversion lifecycle
- Prepare and provide system/tool presentations to explain to the advisory team how the products and services work and how they will complement individual activities
Knowledge & Skills:
- Self-starter, strong time management
- Team- oriented
- Problem Solver
- Logical thinker
- Ability to multi-task
- Excellent written and verbal communication
- Well organized, able to reprioritize as needed
- Comfortable speaking to small groups
Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.