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  1. Home
  2. chevron_right
  3. accounting & finance
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  5. Manager, Growth Optimization
Pathstone logo

Manager, Growth Optimization

Not Disclosed•Full-TimeOn-site

location_on909 Third Avenue, 909, 3rd Avenue, Turtle Bay, Manhattan Community Board 6, Manhattan, New York County, New York, 10022, United States

Apply Now

About Pathstone

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.

With more than 20 office locations and over $100 billion in client assets under management, Pathstone has expanded significantly over the past five years. We are committed to making a meaningful difference for clients and their families while fostering a supportive, purpose-driven environment for our professionals. Our people are our greatest asset, and we encourage team members to pursue their interests and contribute to the firm's culture through committees and initiatives that help shape our shared mission.

Work location

Work model: On-site

location_on

909 Third Avenue, 909, 3rd Avenue, Turtle Bay, Manhattan Community Board 6, Manhattan, New York County, New York, 10022, United States

New York, New York

Key Responsibilities

  • check_circleManage project timelines, review cycles, and version control for complex deliverables
  • check_circleSupport the evolution of content libraries and templates to enable scalable execution
  • check_circleProvide feedback on drafts and act as a quality gatekeeper for junior team members

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Skills, education and keywords

Skills: Microsoft Office, Excel, Ai Tools, Ai-Enabled Tools, Ai-Assisted Outputs, Wealth Management, Asset Management, Investment Solutions, Sec Marketing Standards, Project Management.

Education: Bachelor's degree required.

Frequently asked questions about Manager, Growth Optimization at Pathstone

What does a Manager, Growth Optimization at Pathstone do?expand_more
A Manager, Growth Optimization at Pathstone is responsible for the following: Manage project timelines, review cycles, and version control for complex deliverables; Support the evolution of content libraries and templates to enable scalable execution; Provide feedback on drafts and act as a quality gatekeeper for junior team members; and Partner with cross-functional teams to draft and refine strategic materials aligned with firm positioning.
What are the requirements for this Manager, Growth Optimization role?expand_more
Pathstone is looking for candidates who meet the following requirements: Bachelor's degree required; 4–7+ years of relevant experience; Proficiency with Microsoft Office, particularly Excel; Solid working knowledge of investment solutions and terminology; and Unable to hire individuals who require employment visa sponsorship.
Where is the Manager, Growth Optimization role at Pathstone located?expand_more
Manager, Growth Optimization at Pathstone is based in 909 Third Avenue, 909, 3rd Avenue, Turtle Bay, Manhattan Community Board 6, Manhattan, New York County, New York, 10022, United States. This is a on-site role.
bookmark
check_circle
Partner with cross-functional teams to draft and refine strategic materials aligned with firm positioning
  • check_circleCoordinate and execute RFPs, RFIs, and prospect presentations for growth initiatives
  • check_circleMaintain data integrity when incorporating performance metrics and market commentary
  • check_circleEnsure all materials comply with SEC standards and internal quality guidelines
  • Requirements

    • verifiedBachelor's degree required
    • verified4–7+ years of relevant experience
    • verifiedProficiency with Microsoft Office, particularly Excel
    • verifiedSolid working knowledge of investment solutions and terminology
    • verifiedUnable to hire individuals who require employment visa sponsorship

    Nice to Have

    Experience in wealth management, asset management, professional services, or a growth-oriented role.

    Benefits & Perks

    check_circleComprehensive medical, vision, and dental coveragecheck_circleFlexible spending optionscheck_circleFlexible PTOcheck_circleLife insurancecheck_circleEducation supportcheck_circle401(k) plancheck_circleParental leave
    Pathstone cover image
    Pathstone logo
    Company

    Pathstone

    Industry

    Financial Services

    Headquarters

    Englewood, New Jersey

    Open Roles

    1

    Paths to your preferred life.

    Pathstone is a financial services firm headquartered in Englewood, New Jersey, specializing in investment and wealth advisory solutions. The organization serves individuals and families with significant assets, family offices, and institutional clients. By focusing on unique circumstances, the firm delivers deep expertise across multiple disciplines to meet specific client needs. Pathstone provides a comprehensive suite of services including investment advisory, wealth and legacy planning, professional services, and various lifestyle management aspects. All offerings are delivered in-house to ensure a highly integrated and personalized client experience. This approach allows the firm to maintain strict control over service quality and alignment with client goals. The company operates within the broader financial services sector, leveraging its internal capabilities to support complex financial requirements. Through its structured service model, Pathstone aims to provide consistent support for wealth preservation and growth strategies.
    View company profilearrow_forwardlanguageWebsitelinkLinkedIn
    Quick Overview

    Experience

    4-7 yrs (Mid Level)

    Education

    Bachelor's degree required

    Job Type

    Full-Time

    Skills Required

    Microsoft OfficeExcelAi ToolsAi-Enabled ToolsAi-Assisted OutputsWealth Management
    Is this Manager, Growth Optimization job remote, hybrid, or on-site?expand_more
    Pathstone has listed this Manager, Growth Optimization role as on-site.
    How much experience is required for this Manager, Growth Optimization role?expand_more
    Manager, Growth Optimization at Pathstone typically requires 4–7 years of relevant experience at the mid level level.
    What skills do you need for the Manager, Growth Optimization role at Pathstone?expand_more
    Key skills for Manager, Growth Optimization at Pathstone include Microsoft Office; Excel; Ai Tools; Ai-Enabled Tools; Ai-Assisted Outputs; Wealth Management; Asset Management; and Investment Solutions.
    What education is required for Manager, Growth Optimization at Pathstone?expand_more
    Educational requirements for this role: Bachelor's degree required.
    What category does the Manager, Growth Optimization role belong to?expand_more
    Manager, Growth Optimization at Pathstone is part of the accounting & finance job category on Recrutus.

    About Pathstone

    Pathstone is a financial services firm headquartered in Englewood, New Jersey, specializing in investment and wealth advisory solutions. The organization serves individuals and families with significant assets, family offices, and institutional clients. By focusing on unique circumstances, the firm delivers deep expertise across multiple disciplines to meet specific client needs. Pathstone provides a comprehensive suite of services including investment advisory, wealth and legacy planning, professional services, and various lifestyle management aspects. All offerings are delivered in-house to ensure a highly integrated and personalized client experience. This approach allows the firm to maintain strict control over service quality and alignment with client goals. The company operates within the broader financial services sector, leveraging its internal capabilities to support complex financial requirements. Through its structured service model, Pathstone aims to provide consistent support for wealth preservation and growth strategies.

    Browse more roles: All Pathstone jobs, accounting & finance jobs on Recrutus.

    Recrutus

    Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

    Search roles by city, category, skill, or job type — explore verified US employers, salary benchmarks, and remote-friendly teams hiring nationwide.

    publiclanguageshare
    Job seekers
    Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryJobs by skillCareer guidesCareer blogSalary insights
    Job types
    Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobs
    Top states
    Jobs in TexasJobs in CaliforniaJobs in New YorkJobs in FloridaJobs in North CarolinaJobs in MassachusettsAll states →
    Top categories
    Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsIT jobsHospitality & Catering jobsSales jobsTeaching jobs
    Popular skills
    CDL-A jobsBLS jobsRegistered Nurse jobsExcel jobs
    Featured employers
    Company
    About usFAQContactPrivacy policyUS privacy notice

    Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

    © 2026 Recrutus. All rights reserved.
    Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
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    Accessibility