Career Opportunities - Issue 12

Featured career opportunities, July 2025

We’re currently recruiting for the below roles. See the perfect fit? Contact the recruiter listed.

Sr. Portfolio Manager

Credentials: CFA

Location: Oklahoma City

Recruiter: Denise Decker
[email protected]

Trust Attorney

Credentials: JD

Location: Wilmington, DE

Recruiter: Denise Decker
[email protected]

President, Senior Wealth Officer

Location: Indiana

Recruiter: Christie Burgess
[email protected]

Trader

Credentials: CFA

Location: Atlanta

Recruiter: Adrian Hernandez
[email protected]

Operations Rep - Trust and Wealth

Location: Dekalb, IL

Recruiter: Christie Burgess
[email protected]

Trust Officer

Credentials: JD (preferred), CTFA or CFP

Location: Oklahoma City

Recruiter: Greg McDowell
[email protected]

Tax Manager, Trust & Estate

Credentials: CPA

Location: Washington DC Metro Area

Recruiter: Adrian Hernandez
[email protected]

RIA Operations Specialist

Location: Houston, TX

Recruiter: Adrian Hernandez
[email protected]

Sr. Portfolio Manager

Location: Oklahoma City

Recruiter: Jacob Aubel
[email protected]

Private Banker

Location: Jackson, MS

Recruiter: Jacob Aubel
[email protected]

Trust Officer

Location: Chicago

Recruiter: Christie Burgess
[email protected]

Trust Officer/Wealth Advisor

Location: Indianapolis

Recruiter: Christie Burgess
[email protected]

Wealth Advisor

Credentials: CFP

Location: Manhattan Beach, CA

Recruiter: Adrian Hernandez
[email protected]

Wealth Advisor

Credentials: CFP & Series 7 preferred

Location: Colorado, Wyoming, New Mexico

Recruiter: Christie Burgess
[email protected]

Managing Director, Wealth Management

Location: Charlotte, NC

Recruiter: Greg McDowell
[email protected]

Wealth Advisor/Relationship Manager

Location: Space Coast, FL

Recruiter: Kevin Sailor
[email protected]

Family Office - Trust and Relationship Manager

Location: Houston (will allow relocation)

Recruiter: Greg McDowell
[email protected]

EVP of Wealth

Location: Chicago

Recruiter: Christie Burgess
[email protected]

Loss Control Consultant

Location: Williston, ND

Recruiter: Greg McDowell
[email protected]