Associate, Aviation Advisory

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 $185 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.

FlightPath is Pathstone's private aviation advisory practice, helping clients make informed aviation decisions through independent analysis, implementation support, vendor evaluation, utilization monitoring, contract management, billing review, and ongoing aviation oversight.

Working closely with advisors and other Pathstone service teams, FlightPath helps clients navigate private aviation with greater transparency, efficiency, and confidence. FlightPath supports clients across charter, jet card, fractional ownership, aircraft management, and whole aircraft ownership structures.

Job Description: FlightPath is seeking a highly organized, analytical, and client-focused Senior Associate to support Pathstone’s private aviation advisory practice.

This role combines aviation operations knowledge, financial analysis, project management, and client relationship support. The Senior Associate will help manage client engagements, coordinate aviation projects, maintain operating workflows, and support ongoing advisory relationships across charter, jet card, fractional ownership, aircraft management, and whole aircraft ownership structures.

The ideal candidate has experience in private aviation operations, charter sales, aircraft management, flight operations, or a related aviation environment. Success in this role requires strong analytical skills, attention to detail, excellent organizational capabilities, and the ability to build trusted relationships with clients, advisors, and aviation providers.

As part of a growing advisory platform, the Senior Associate may also contribute to broader Professional Services Group initiatives, including Client Excellence programs, PSG Bootcamp, educational events, meeting coordination, project administration, and related priorities.

Key Responsibilities: 

Client Relationship Support

• Serve as a day-to-day point of contact for assigned client engagements.
• Coordinate information gathering, follow-up, and communication between clients, advisors, and aviation providers.
• Support ongoing strategic client relationships through proactive engagement and follow-through.
• Assist in preparing client presentations, reporting packages, and meeting materials.
• Deliver a responsive, high-touch client experience consistent with Pathstone's service philosophy.

Aviation Advisory & Analysis

• Assist FlightPath leadership in evaluating charter, jet card, fractional ownership, aircraft management, and whole aircraft solutions.
• Conduct utilization reviews and operational analyses.
• Compare vendor proposals and program economics.
• Support aircraft acquisition, renewal, and transition projects.
• Monitor industry offerings and aviation market developments.

Financial Analysis & Reporting

• Analyze aviation invoices and provider billing for accuracy.
• Assist in preparing utilization reports and cost benchmarking analyses.
• Maintain client tracking models and reporting tools.
• Prepare financial summaries and business insights for client engagements.
• Support development of recurring quarterly reporting deliverables.

Operations & Project Management

• Maintain FlightPath engagement trackers, dashboards, and CRM systems.
• Track contract renewal dates, key milestones, and client deliverables.
• Coordinate multiple concurrent client projects and priorities.
• Support workflow improvements and scalable operational infrastructure as FlightPath grows.

Provider & Industry Coordination

• Maintain relationships with aviation providers and service partners.
• Coordinate proposal requests and vendor information gathering.
• Assist with provider evaluations and benchmarking exercises.
• Support due diligence and comparative analysis across aviation providers.

Qualifications:

• 2+ years of experience in any of the following fields is preferred: charter sales, aircraft management, flight operations, or other private aviation-related roles.
• Knowledge of private aviation products and services, including charter, jet cards, fractional ownership, aircraft management, and whole aircraft ownership structures.
• Advanced Microsoft Excel proficiency.
• Excellent computer and technology skills, including Microsoft Office applications.
• Ability to organize and analyze large amounts of data and information.
• Ability to review contracts, invoices, utilization reports, and operational metrics with precision.
• Familiarity with AI-powered productivity tools, with an interest in applying them creatively to improve efficiency, collaboration, workflow management, and overall work quality.
• Experience with CRM systems is a plus.

What Success Looks Like:

• A proactive self-starter who takes ownership and follows through.
• Highly organized, detail-oriented, and comfortable managing multiple priorities.
• Analytical, curious, and able to translate information into practical insights.
• A clear written and verbal communicator.
• Relationship-oriented, client-focused, and professionally dependable.
• Process-driven, adaptable, and creative in solving problems.
• Eager to learn and grow within a developing advisory business.

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.

As you explore opportunities, know that Pathstone communicates with candidates exclusively through an @pathstone.com email address. We do not make unsolicited job offers, and we will never ask for personal or financial information through email or web forms. If you receive outreach that appears to be from Pathstone but originates from a different domain, please disregard it.