
501 - 1000 employees
💸 Finance
🤝 B2B
💰 Private equity on 2023-04
Finance • B2B
Pathstone is a fiduciary wealth management and investment advisory firm serving high‑net‑worth individuals and families, family offices, and institutional clients. It offers integrated services including investment strategy and portfolio management, strategic financial planning, tax and estate/trust planning and administration, philanthropy and family governance advising, OCIO and family‑office outsourcing, and concierge personal CFO and lifestyle services. Pathstone combines boutique, senior‑led client teams with a centralized investment research platform (775+ team members; $170B+ in aggregate assets) to deliver customized, multigenerational financial planning, risk management, and implementation.
🕒 March 26
🏖️ New Jersey, New York, +4 more states – Remote
💵 $85k - $100k / year
⏰ Full Time
🟠 Senior
🔴 Lead
📋 Program Manager
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501 - 1000 employees
💸 Finance
🤝 B2B
💰 Private equity on 2023-04
Finance • B2B
Pathstone is a fiduciary wealth management and investment advisory firm serving high‑net‑worth individuals and families, family offices, and institutional clients. It offers integrated services including investment strategy and portfolio management, strategic financial planning, tax and estate/trust planning and administration, philanthropy and family governance advising, OCIO and family‑office outsourcing, and concierge personal CFO and lifestyle services. Pathstone combines boutique, senior‑led client teams with a centralized investment research platform (775+ team members; $170B+ in aggregate assets) to deliver customized, multigenerational financial planning, risk management, and implementation.
• Own and manage the marketing program roadmap, ensuring alignment across initiatives, teams, and timelines. • Translate strategic priorities into clear programs, phases, milestones, and dependencies. • Identify risks, resourcing needs, and sequencing challenges early—and manage them proactively. • Ensure the right work is happening at the right time, for the right reasons. • Own, maintain, and continuously improve the project and program management systems used by the marketing team. • Establish clear workflows, standards, and operating rhythms that support visibility and accountability. • Ensure projects, initiatives, and tasks are clearly defined, assigned, tracked, and completed. • Create simple, effective mechanisms for prioritization, progress tracking, and reporting. • Serve as the primary project manager for select, high-priority efforts. • Develop and maintain detailed project plans, schedules, and task ownership. • Hold team members accountable to agreed-upon responsibilities, deadlines, and deliverables. • Surface risks, slippage, or misalignment early and constructively. • Support leadership with concise, actionable updates and insights.
• 7+ years of experience in project and/or program management within marketing, brand, digital, or related functions • Demonstrated ability to manage complex, multi-stream programs while also executing detailed project plans • Experience owning and operating project management systems—not just participating in them • Strong systems thinking, planning, and prioritization skills • A track record of working effectively with creative, strategic, and technical partners • Excellent written and verbal communication skills • Comfort working in evolving environments where not everything is fully defined upfront • Familiarity with contemporary project and program management tools and platforms • Experience supporting digital products, platforms, or content-driven initiatives is a plus • A bachelor’s degree or equivalent practical experience.
• comprehensive medical, vision, and dental coverage • flexible spending options • flexible PTO • life insurance • education support • a 401(k) plan • parental leave • more
Apply Now🕒 March 26
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