Job Description

About the Role

Pathway Financial Advisors is seeking an individual who excels in organization, collaboration, problem-solving, and self-directed learning. This role will play a key part in implementing, maintaining, and improving firm systems and processes that enhance our team's capacity to serve clients at the highest level.

The ideal candidate:

Thrives in both independent and team-oriented environments Effectively manages multiple time-sensitive tasks Communicates clearly and professionally with colleagues and external partners Is motivated to translate strategic ideas into actionable systems and projects Embraces continuous improvement and learning
This position offers broad exposure to all aspects of Pathway's operations and will be instrumental in turning high-level strategic vision into practical, repeatable workflows that drive excellence across the firm.

Primary Responsibilities

This role oversees the coordination and execution of firmwide operational initiatives, including:

Improve and maintain internal systems such as the CRM, financial planning tools, and reporting platforms Manage technology and vendor relationships, including coordination with our third-party IT provider for on-site support Lead projects from concept to completion, ensuring accountability, timelines, and clear communication across teams Document and refine processes to promote efficiency and consistency Develop and deliver training and onboarding materials for team members Create tools, templates, and workflows that allow the team to focus on their highest-value client work Stay informed on emerging technology, compliance tools, and best practices in the financial services industry

Supplemental Responsibilities

Support and lead special projects that enhance the firm's capabilities, technology, and overall client experience

Minimum Required Designations for Role:

No specific designations are required, though an associate or bachelor's degree is preferred along with relevant work experience and/or education.

Compensation Commensurate with Experience:

Entry Level

Up to two years of experience. Focuses on learning firm systems and processes while supporting projects and completing assigned tasks under team guidance.

Mid Level

Three to five years of experience. Proficient in systems and workflows, manages projects with minimal oversight, anticipates challenges, and recommends improvements while collaborating across teams.

Senior Level

Five or more years of experience. Operates independently, translates strategic goals into actionable plans, manages complex projects, mentors others, and enhances firm-wide efficiency.

Job Type: Full-time

Pay: $55,000.00 - $93,000.00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance
Work Location: In person