Company Description: Pathstone is an independently operated partner-owned advisory firm, offering families, family offices, and select nonprofit institutions comprehensive family office services and customized investment advice. We seek to make a difference in the lives of our clients and their families and offer a holistic and clear path for professional and personal growth.
Pathstone has 13 locations around the country but operates as one office and one team. Applicants should be individuals who thrive on collaboration and are eager to work with a growing and diverse team.
Our team members are encouraged to pursue their passions by serving on a variety of committees within the firm covering a variety of interesting topics. We also offer LinkedIn Learnings to our team members for opportunities for personal and professional enrichment. Our talented people are our greatest asset; therefore, we offer a competitive, comprehensive and flexible benefits program that helps meet the challenging needs of our employees 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.
Qualifications: Bachelor’s degree. 3+ years of prior relevant experience is required. Sales lifecycle and 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, Pardot or equivalent CRM and marketing automation tools is important 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 in working in a highly collaborative team-focused environment.
Job Description: Provide administrative and logistical support for the conversion lifecycle. Provide assistance to the Chief Growth Office (CGO) in all manners supporting the business development process. The Business Development Associate is process-obsessed with a strong background in conversion. This role will be instrumental to contributing to the high-growth culture that has been created at Pathstone.
Job Responsibilities:
Support the CGO to support the seamless experience for prospects and the Pathstone team. Develop and maintain prospect and client records in Salesforce. Directly influence and improve the experience for our conversion experience inclusive of process automation and follow-up and follow-through by continuously improving the process, conversion rate, and conversion velocity.
Pathstone is committed to creating a diverse environment and is proud to be an equal opportunity employer.