Director of Lifestyle Services

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.

 

Overview:

The Director of Lifestyle Services is a national leader within the Professional Services Group practice, responsible for scaling and delivering Lifestyle Services across all Pathstone offices. This role empowers advisors to deliver a consistent, best-in-class “Preferred Life” experience for clients by curating vetted lifestyle vendors, coordinating complex property, household, and aviation projects, and developing processes and tools that make lifestyle support scalable and repeatable. The ideal candidate is a builder and connector, who is equally comfortable crafting a national framework as they are navigating nuanced client requests such as luxury acquisitions, aviation planning, or complex relocation logistics.

 

Key Responsibilities:

National Leadership & Program Design

• Build, lead, and scale the Lifestyle Services program across all regions and offices.
• Establish a national vision and strategy aligned to growth plan and client experience standards.
• Develop frameworks, playbooks, and service level agreements to ensure a consistent client experience, regardless of geography.

Advisor & Client Support

• Act as the national point of contact for lifestyle-related matters from aviation to property management while supporting advisors in delivering white-glove solutions.
• Partner with advisors during onboarding or special situations (multi-home coordination, relocation, philanthropic initiatives, major events).
• Train advisors and service teams to position Lifestyle Services as a differentiator in the marketplace.

Aviation & Travel Solutions

• Lead the group that serves as a strategic resource for clients considering aircraft purchase, sale, or transitioning between ownership models.
• Build and manage a vetted network of aviation partners (charter brokers, fractional and jet card programs, aircraft management firms, maintenance providers).
• Communicate curated options for aviation (fractional, charter, whole aircraft management) and advise on cost benchmarking, utilization, and vendor selection.
• Negotiate and analyze preferred terms, secure competitive bids, and monitor vendor compliance.

Vendor Network & Risk Management

• Maintain a national database of trusted service providers across categories: estate management, contractors, security, travel, education, and wellness.
• Partner with Risk & Compliance to ensure vendors meet Pathstone’s standards (due diligence, insurance, SOC 2).
• Negotiate pricing and service agreements to create value for clients and efficiency for advisors.
• Manage multiple competitive provider relationship dynamics.

Process, Technology & Reporting

• Standardize workflows for vendor coordination, aviation services, household projects, and other recurring lifestyle services.
• Leverage technology platforms (Salesforce, AgilLink, project/task hubs) for tracking, visibility, and reporting.
• Deliver dashboards and reports to advisors (household budgets, aviation spend analysis, vendor performance).

Collaboration & Knowledge Sharing

• Facilitate national knowledge-sharing sessions for advisors on lifestyle and aviation topics.
• Work with Marketing to develop collateral that demonstrates Pathstone’s holistic value proposition.
• Partner with Operations and leadership to ensure the right level of support is available for high-impact engagements.

 

Qualifications:

• 8+ years in family office, ultra-high-net-worth concierge, aviation management, or estate management, with experience serving multiple geographies.
• Experience building programs or networks that serve advisors and clients at scale.
• Strong financial and operational acumen with the ability to integrate lifestyle spend and aviation reporting into client dashboards.
• Excellent communication skills and ability to present to advisors, leadership, and ultra-high-net-worth clients.
• Bachelor’s degree required; advanced degree or industry certifications preferred.

 

Key Attributes for Success:

• Advisor-Centric: Equips advisors with tools and solutions that deepen client relationships.
• National Builder: Designs scalable systems that work across offices and client profiles.
• Collaborative & Data-Driven: Partners across Advisory and Professional Service Group verticals and uses reporting to improve outcomes.
• High-Touch & Discreet: Balances white-glove service with disciplined process and risk management.

 

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.

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Equal Opportunity Employer
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