Career Opportunities

Looking for a new job?

Let Financial Headhunters Services help you in finding your next career opportunity. It doesn’t matter if you’re looking to move up the career ladder or to find a more challenging position.

  • Employee Benefits / Retirement Plans
  • Personal Trust / Estates / Private Banking
  • Securities Processing / Operations / Systems
  • Recordkeeping / Allocations / Conversions
  • Investments / Portfolio Management
  • Sales / Marketing
  • Pension Analysts / Administrators
  • Corporate Trust
  • Management

You can trust Financial Headhunters Services to protect your information. We do not mass-mail your resume to prospective employers. Instead, we focus on finding the right job for you. If something opens up that you’re a good match for, we’ll let you know. We also assign one counselor as your contact throughout the process. You will never have to worry about dozens of recruiters bothering you or potentially leaking your sensitive information.

Most importantly, it does not cost you anything to be represented by Financial Headhunters Services. All fees are employer-paid, so you have nothing to lose. Let us help you find your next position in the Trust and Wealth Management industries.

Financial Headhunters Services can assist you in your job search. No matter your area of expertise in the Trust and Wealth Management industries, we can help find the job you’re looking for.

#1846: VP & Sr. Trust Officer Defined Benefit/Taft-Hartley – Remote employee in Great Lakes region. Join a unique organization serving the needs of multi-employer plan sponsors. This role is to identify, pursue and close new relationships offering employee benefit trust custody services to multi-employer plan sponsors and key intermediaries. Through a consultative approach, you work both directly with plan sponsors, as well as leveraging your relationships with DB investment consultants. This is accomplished via periodic client meetings and discussions covering administrative and service components of their plan or plans. Travel is one week per month. Prior Taft-Hartley plan experience and defined benefit investment consultants networking preferred. The company offers a remote office environment, six-figure base salary, incentive plan and comprehensive employee benefits.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.


#1842: Retirement Plan Administrator – E. Iowa. Join a growing and progressive company in providing retirement plan administration services. The position will be responsible for 50 – 70 plans and will review plan design for possible changes to recommend to plan sponsors. This will include defined contribution plans (profit sharing, money purchase, age-weighted) and cash balance plans. Reconcile and audit plans in a mostly daily recordkeeping. Ensure compliance with IRS and DOL regulations (i.e. ADP, ACP, 415, 404, Top Heavy, form 5500, Plan Audits). Download, convert, and utilize employer's census records and investment company data into Relius recordkeeping system. We are seeking a retirement plan professional with at least three to five years of experience (more is preferred). Prior experience with Relius or having the QKA is a plus. They have a strong base salary (there is a wide range), comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.


#1841: Retirement Plan Conversion Specialist – Work remotely from home – no relocation necessary. A growing and progressive retirement plan consulting and administrative firm seeks an individual to coordinate new plan conversions from initial setup through initial administration. Review plan documents, coordinate the plan installation on internal systems, and collaborate with clients and vendors. The position requires a minimum of three to five years (more is preferred) of strong knowledge of ERISA and DOL regulations, along with the ability to communicate effectively. Prior experience with Relius software desired and ASPPA designations such as QPA or QKA, a plus. The company will provide a strong compensation package, incentive plan, comprehensive benefits, strong team environment and all necessary equipment to work remotely.

Submit ResumeMore info.


#1834: Institutional Investment Consultant – W. Michigan. A multi-billion-dollar investment advisor is looking to add an institutional fiduciary consultant to service pensions funds, corporations and municipalities. Advise on all assets, portfolio structure, manager evaluation and oversight. Emphasis on trustee education and to make decisive recommendations. Develop and nurture strong relationships with trustees, money managers, attorneys and administrators on the accounts. A willingness to travel 30% within US. A minimum of five years of client-facing experience, with the CFA, CPA or CFP® designation. An above-market base salary, a company bonus program, comprehensive employee benefits and relocation assistance available.

Submit ResumeMore info.


#1807: Institutional Advisor – Seattle, WA. Manage the on-going relationships for institutional clients including corporate retirement plans, foundations and endowments. Provide advice related to plan design, fiduciary governance and regulatory issues. Conduct plan committee meetings, present annual plan reviews for plan performance. Provide fee benchmarking and vendor evaluations. Work closely with in-house research team and investment specialists in setting asset mix, style diversification and manager performance. We are seeking a five-plus year professional with prior experience in consulting with institutional clients. CFA, AIF, CIMA or CFP® designations a plus. The company provides a strong base salary, annual bonus, comprehensive employee benefits. Relocation assistance is available. We have worked with the company in the past and know it well.

Submit ResumeMore info.

#1844: Sr. Personal Trust Officer – Tampa/St. Petersburg, FL. A national wealth management firm is seeking a senior trust officer, who will report to the Chief Counsel, and oversee an existing, and growing book of personal trusts. This will include revocable, charitable remainder, special needs and investment management accounts. Assist and monitor junior trust officers regarding trust document reviews, discretionary distribution requests and fiduciary risk management. Develop outside centers of influence to include accountants and attorneys. We are seeking a 10 to 20-year trust professional with a broad background in personal trust administration and risk mitigation skills. The CTFA is desired. The company offers a six-figure base, plus a generous bonus plan and comprehensive employee benefits.

Submit ResumeMore info.


#1843: Sr. Personal Trust Officer – Denver, CO. A national wealth management firm is seeking a senior trust officer, who will report to the Chief Counsel, and oversee an existing, and growing book of personal trusts. This will include revocable, charitable remainder, special needs and investment management accounts. Assist and monitor junior trust officers regarding trust document reviews, discretionary distribution requests and fiduciary risk management. Develop outside centers of influence to include accountants and attorneys. We are seeking a 10 to 20-year trust professional with a broad background in personal trust administration and risk mitigation skills. The CTFA is desired. Due to growth, we have positions in Colorado and Florida. The company offers a six-figure base, plus a generous bonus plan and comprehensive employee benefits.

Submit ResumeMore info.


#1839: Asst. VP/VP – Central Kentucky. Be a part of a well-respected trust group with multiple office locations in Kentucky and over $1 billion in assets. The position will report directly to the head of trust services and assume an existing book of 150 accounts including irrevocable, revocable and special needs trusts, investment management and agency accounts. There will also be estate settlement duties occasionally and only minor sales expectations. The company has experienced exciting growth for the past ten-plus years and provides a wonderful working environment. We are seeking a five to fifteen year professional with strong interpersonal skills and having the CTFA is a plus. Experience may come from a trust group or legal experience. The company offers an outstanding base salary, excellent employee benefits, strong retirement program and relocation assistance.

Submit ResumeMore info.


#1832: VP Trust Administration – Greater Des Moines, IA. Join a solid and proud financial institution with over 80 years providing solutions to individuals and businesses in Iowa. Reporting to a senior trust manager, the trust officer will assume an existing book of personal trusts, investment agencies, estates and custody accounts. In addition to trust administration, this position will serve as the fiduciary compliance administrator reviewing department policies and procedures for adherence to the trust document. This includes discretionary disbursements, trust file documentation and interacting with outside audit firms. We are seeking a five year (more is preferred) trust professional, with experience in trust administration, estate planning concepts, knowledge of fiduciary standards and strong presentation skills. The company has an outstanding base salary, a company bonus plan, new business incentive and comprehensive employee benefits. Relocation assistance is available.

Submit ResumeMore info.


#1830: Trust Officer – Iowa various locations. A vibrant, fee-only fiduciary services provider has opportunities in Iowa at several locations for a trust officer. Due to the company’s vigorous growth, the president is in need of talented fiduciary professionals with the JD and a minimum of three years of experience in trust administration, estate planning or as an attorney with trusts and estate planning as an emphasis. The trust officer will assume current clients in personal trust, estates and agency relationships. The company has a wide salary range and can accommodate those with three to 20 years of industry experience. They are able to offer an above-market salary, new business incentive, a company bonus program and solid employee benefits. There is relocation assistance available.

Submit ResumeMore info.


#1827: Asst. VP/VP – Trust Administration – W. Texas. A fast growing and well-run fiduciary services provider seeks an experienced trust professional for their team. Reporting to the manager of administration and supervising one assistant, the administrator will assume an existing book over 100 personal trusts, estates, investment agencies and custodial accounts. You will provide sophisticated estate and financial planning services to clients with substantial wealth. Duties include reviewing trust documents and ensuring proper documentation for assigned files. The administrator will also assist the sales officers in developing new fiduciary clients and interacting with outside centers of influence. We are seeking a five year (more is preferred) trust professional, with experience in trust and estate planning concepts, knowledge of fiduciary investment standards and strong presentation skills. Having the CTFA or CFP® is desired. The company offers an outstanding base salary, comprehensive employee benefits, excellent career opportunities and relocation assistance.

Submit ResumeMore info.


#1811: Manager Trust Services – SE. Wisconsin. Are you tired of the large bank mentality and the constant pressure for sales? I’m representing a strong, well-managed community bank that is seeking a trust professional to manage their trust department. In addition to managing client relationships, and managing the investment of trust assets, the trust officer will supervise trust operations and assist in promoting the bank through a community foundation. I have worked with the bank in the past and the president is a wonderful person to work with. The bank seeks a trust professional with 10 plus years in trust administration. A JD, CPA or CFP designation is helpful, along with the desire to run their own department. The company offers an attractive base salary, comprehensive employee benefits, relocation assistance and a great work/life balance.

Submit ResumeMore info.

#1851: Fiduciary Tax Accountant – Milwaukee, WI. Join a progressive fiduciary services provider in their estate planning and probate area. The position prepares fiduciary income tax returns and estimated taxes for complex and simple trusts. The accountant will complete complex research, reconciliations and projects as assigned. The group prepares in excess of 800 returns. The candidate should have 3 to 5 years of prior experience dealing with trusts, high net-worth families, gift taxes and charitable trusts. Having a CPA designation or MS – Tax desired. Excellent exposure to the senior management team and strong career opportunities. The firm provides a strong base salary, (they have a wide salary range), bonus program, comprehensive benefits and relocation assistance. The manager of the team is a wonderful person to work with and creates a nice working environment.

Submit ResumeMore info.


#1850: Senior Tax Manager – Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage a group of six tax professionals. The position is a member of the senior management team, and will interface with Wealth Advisors and clients in presenting tax strategies. The tax manager will mentor junior tax analysts in providing tax planning needs for high-net-worth clients, including providing advice on cash-flow and tax planning recommendations. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

Submit ResumeMore info.


#1847: VP - Manager Trust Operations – Minneapolis/St. Paul, MN. Reporting to the manager of trust services, the manager of trust operations will supervise a staff of five. Duties include maintaining the trust accounting system, overseeing trading, income collection, securities settlement, as well as client statement preparation, supervising voluntary and mandatory corporate actions, auditing assets on a quarterly basis and mentoring junior staff members. The manager will be a member of the Trust Committee. We are seeking a five to ten year operations professional with prior management experience, and knowledge of FIS AddVantage trust accounting is a plus. The company offers an excellent base salary, along with an annual bonus and profit-sharing plans and strong employee benefits. There is relocation assistance available.

Submit ResumeMore info.


#1842: SEC Compliance Analyst – SE Wisconsin. A new position due to growth, the analyst will report to the Chief Compliance Officer and assist with administration of the RIA’s compliance and cyber security program. Conduct the SEC-required annual review of policies and procedures, and work with operational departments to audit business processes to ensure compliance. Assist with calculation of regulatory assets under management and audit discretionary versus non-discretionary assets. Analyze errors that occur and coordinate with management for corrective actions. We are seeking a 3 to 5-year compliance specialist with experience at SEC-RIA, with strong understanding of the asset management industry/securities markets. The company offers an attractive office environment, strong salary, bonus program and comprehensive employee benefits.

Submit ResumeMore info.


#1840: Trust Operations Specialist – SE Wisconsin. Be part of a boutique firm serving high net-worth individuals and families in trust and estate administration, estate and tax planning. Reporting to the COO, the trust operations member will provide a full range of support to the team. This includes processing investment transactions from multiple custodians and investment advisors into the trust accounting system, reconciling account balances, tax payment processing, and preparing distributions. Also, maintain the security cost basis, custodian files and process gifts or grants for client accounts. We are seeking a trust operations specialist with at least three years of trust accounting, and securities processing experience. This may include prior experience in a trust department, trust company, or a fee-only, registered investment advisory firm. The company offers an excellent base salary, comprehensive employee benefits and a nice working environment.

Submit ResumeMore info.


#1824: Portfolio Administrator – Investment Operations – Atlanta, GA. Join a fee-only investment management and wealth counseling company in Atlanta. This is a new position due to continued growth at the firm. Be a member of an investment operations team responsible for over 1,000 relationships. Portfolio Administrator work includes new account set-up, asset transfers, data entry and reconciling trades. Download and reconcile daily transaction, position and price data via custodial interface with the portfolio accounting system. Assist in annual tax reporting and special projects. Daily pricing and review of portfolio securities. We are seeking a portfolio administrator with at least three years (more is preferred) of investment operations or trading experience, along with experience using Tamarac Advisor View or Tamarac Rebalancing software. The company offers an outstanding base salary, along with a company bonus plan, health benefits, a 401(k) plan with company matching and a generous personal time off schedule.

Submit ResumeMore info.


#1826: Portfolio Accounting Manager – Indiana. A fee-only investment management firm seeks a talented portfolio accountant to lead the investment operations department. Reporting to senior management the portfolio accounting manager will maintain the portfolio accounting system using Advent Axys, and administer the investment performance analysis and composites. The manager will perform cost-basis reconciliations and generate management reports for the executive committee. The manager will support the firm’s compliance function and participate in the Regulatory Compliance Committee. We are seeking a 5 plus year professional with portfolio accounting or trading experience with a RIA. Prior experience using Advent Axys and Microsoft Excel desired. The company provides an above-market base salary, comprehensive employee benefits, relocation assistance and a wonderful working environment.

Submit ResumeMore info.

#1842: Retirement Plan Administrator – E. Iowa. Join a growing and progressive company in providing retirement plan administration services. The position will be responsible for 50 – 70 plans and will review plan design for possible changes to recommend to plan sponsors. This will include defined contribution plans (profit sharing, money purchase, age-weighted) and cash balance plans. Reconcile and audit plans in a mostly daily recordkeeping. Ensure compliance with IRS and DOL regulations (i.e. ADP, ACP, 415, 404, Top Heavy, form 5500, Plan Audits). Download, convert, and utilize employer's census records and investment company data into Relius recordkeeping system. We are seeking a retirement plan professional with at least three to five years of experience (more is preferred). Prior experience with Relius or having the QKA is a plus. They have a strong base salary (there is a wide range), comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.


#1841: Retirement Plan Conversion Specialist – Work remotely from home – no relocation necessary. A growing and progressive retirement plan consulting and administrative firm seeks an individual to coordinate new plan conversions from initial setup through initial administration. Review plan documents, coordinate the plan installation on internal systems, and collaborate with clients and vendors. The position requires a minimum of three to five years (more is preferred) of strong knowledge of ERISA and DOL regulations, along with the ability to communicate effectively. Prior experience with Relius software desired and ASPPA designations such as QPA or QKA, a plus. The company will provide a strong compensation package, incentive plan, comprehensive benefits, strong team environment and all necessary equipment to work remotely.

Submit ResumeMore info.


#1834: Institutional Investment Consultant – W. Michigan. A multi-billion-dollar investment advisor is looking to add an institutional fiduciary consultant to service pensions funds, corporations and municipalities. Advise on all assets, portfolio structure, manager evaluation and oversight. Emphasis on trustee education and to make decisive recommendations. Develop and nurture strong relationships with trustees, money managers, attorneys and administrators on the accounts. A willingness to travel 30% within US. A minimum of five years of client-facing experience, with the CFA, CPA or CFP® designation. An above-market base salary, a company bonus program, comprehensive employee benefits and relocation assistance available.

Submit ResumeMore info.

#1838: Investment Analyst – Atlanta, GA. Be a part of the investment management team for a large, fee-only RIA serving high net-worth individuals, families and institutional accounts. Conduct research and analysis of third-party money managers and implement strategic and tactical portfolio decisions. Perform investment manager due diligence for equities, fixed income and alternative assets. Create custom portfolios for clients and communicate the firm’s investment philosophy both internally and with prospective clients. The candidate should have at least five plus years of investment research and have, or in the process of completing the CFA designation. Prior experience reviewing and recommending mutual funds is a plus. The company provides an excellent base salary, bonus plan, comprehensive benefits and relocation assistance is available.

Submit ResumeMore info.


#1835: Sr. Wealth Management Advisor – W. Michigan. This individual will need a broad and deep understanding of sophisticated wealth management practices and investment strategies. The ideal candidate will have extensive expertise related to managing high net-worth client relationships, investment strategies, and financial planning techniques. Must develop knowledge of the client’s entire financial situation and be able to structure a “goal’s based” investment and financial plan. The advisor will discuss investment performance, current economic and market trends. This position will interact with a group of client support personnel in delivering investment management, tax, and financial planning services. We seek a candidate with five plus years in personal financial planning, investment management or tax planning. CFP®, CPA or CFA desired. The company will provide an above-market base salary, a company bonus and incentive plan, and outstanding employee benefits.

Submit ResumeMore info.


#1834: Institutional Investment Consultant – W. Michigan. A multi-billion-dollar investment advisor is looking to add an institutional fiduciary consultant to service pensions funds, corporations and municipalities. Advise on all assets, portfolio structure, manager evaluation and oversight. Emphasis on trustee education and to make decisive recommendations. Develop and nurture strong relationships with trustees, money managers, attorneys and administrators on the accounts. A willingness to travel 30% within US. A minimum of five years of client-facing experience, with the CFA, CPA or CFP® designation. An above-market base salary, a company bonus program, comprehensive employee benefits and relocation assistance available.

Submit ResumeMore info.


#1825: Director of Financial Planning – Atlanta, GA. Join a dynamic and entrepreneurial wealth management group with an impressive track record of growth in both assets and revenue. Working closely with other wealth managers, the director of financial planning will supervise, delegate and review the work of other planners using eMoney software across several locations. In addition, the Director will prepare comprehensive wealth plans for sensitive, top-tier clients. The plans will include goals/objectives, risk tolerance, cash management, tax status, investment planning, and other information needed to make specific strategies and recommendations. Prior experience in strategic wealth planning for multi-generational clients and high net-worth clients desired. Ideal candidate will have at least five years (more is preferred) of financial planning experience within a RIA, Family Office, or Trust department. Having either the CFP® or CPA designation is a desired. The company offers a six-figure base salary, an incentive program, relocation assistance and strong employee benefits.

Submit ResumeMore info.

#1846: VP & Sr. Trust Officer Defined Benefit/Taft-Hartley – Remote employee in Great Lakes region. Join a unique organization serving the needs of multi-employer plan sponsors. This role is to identify, pursue and close new relationships offering employee benefit trust custody services to multi-employer plan sponsors and key intermediaries. Through a consultative approach, you work both directly with plan sponsors, as well as leveraging your relationships with DB investment consultants. This is accomplished via periodic client meetings and discussions covering administrative and service components of their plan or plans. Travel is one week per month. Prior Taft-Hartley plan experience and defined benefit investment consultants networking preferred. The company offers a remote office environment, six-figure base salary, incentive plan and comprehensive employee benefits.

Submit ResumeMore info.

#1846: VP & Sr. Trust Officer Defined Benefit/Taft-Hartley – Remote employee in Great Lakes region. Join a unique organization serving the needs of multi-employer plan sponsors. This role is to identify, pursue and close new relationships offering employee benefit trust custody services to multi-employer plan sponsors and key intermediaries. Through a consultative approach, you work both directly with plan sponsors, as well as leveraging your relationships with DB investment consultants. This is accomplished via periodic client meetings and discussions covering administrative and service components of their plan or plans. Travel is one week per month. Prior Taft-Hartley plan experience and defined benefit investment consultants networking preferred. The company offers a remote office environment, six-figure base salary, incentive plan and comprehensive employee benefits.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

Submit ResumeMore info.


#1842: Retirement Plan Administrator – E. Iowa. Join a growing and progressive company in providing retirement plan administration services. The position will be responsible for 50 – 70 plans and will review plan design for possible changes to recommend to plan sponsors. This will include defined contribution plans (profit sharing, money purchase, age-weighted) and cash balance plans. Reconcile and audit plans in a mostly daily recordkeeping. Ensure compliance with IRS and DOL regulations (i.e. ADP, ACP, 415, 404, Top Heavy, form 5500, Plan Audits). Download, convert, and utilize employer's census records and investment company data into Relius recordkeeping system. We are seeking a retirement plan professional with at least three to five years of experience (more is preferred). Prior experience with Relius or having the QKA is a plus. They have a strong base salary (there is a wide range), comprehensive employee benefits and relocation assistance.

Submit ResumeMore info.


#1841: Retirement Plan Conversion Specialist – Work remotely from home – no relocation necessary. A growing and progressive retirement plan consulting and administrative firm seeks an individual to coordinate new plan conversions from initial setup through initial administration. Review plan documents, coordinate the plan installation on internal systems, and collaborate with clients and vendors. The position requires a minimum of three to five years (more is preferred) of strong knowledge of ERISA and DOL regulations, along with the ability to communicate effectively. Prior experience with Relius software desired and ASPPA designations such as QPA or QKA, a plus. The company will provide a strong compensation package, incentive plan, comprehensive benefits, strong team environment and all necessary equipment to work remotely.

Submit ResumeMore info.


#1834: Institutional Investment Consultant – W. Michigan. A multi-billion-dollar investment advisor is looking to add an institutional fiduciary consultant to service pensions funds, corporations and municipalities. Advise on all assets, portfolio structure, manager evaluation and oversight. Emphasis on trustee education and to make decisive recommendations. Develop and nurture strong relationships with trustees, money managers, attorneys and administrators on the accounts. A willingness to travel 30% within US. A minimum of five years of client-facing experience, with the CFA, CPA or CFP® designation. An above-market base salary, a company bonus program, comprehensive employee benefits and relocation assistance available.

Submit ResumeMore info.

No available positions at this time. Please check back later.

#1850: Senior Tax Manager – Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage a group of six tax professionals. The position is a member of the senior management team, and will interface with Wealth Advisors and clients in presenting tax strategies. The tax manager will mentor junior tax analysts in providing tax planning needs for high-net-worth clients, including providing advice on cash-flow and tax planning recommendations. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

Submit ResumeMore info.


#1849: Director of Financial Planning – Tulsa, OK. Join a multi-billion dollar, regional wealth management group with an excellent reputation. Reporting to the president, the Director of Financial Planning will oversee the accuracy and validity of client financial plans and assist in the training and coaching of junior advisors. The position will interface directly with wealth advisors in determining the goals-based solutions and cashflow analysis for the client. As the lead planner, the position will be certain that the group is using best planning practices. Day travel is 30% - 50%; very limited overnight travel. We seek a professional with five to ten years of wealth planning expertise for high-net-worth individuals, families and business owners. Experience may come from estate planning law practice, an RIA or trust companies. The candidate will need the CFP® designation and the JD, or CPA is a plus. Prior experience using MoneyGuidePro and NaviPlan® preferred. The company offers an outstanding base salary, comprehensive employee benefits and relocation assistance is available. We have worked the hiring manager in the past and know the group very well.

Submit ResumeMore info.


#1847: VP - Manager Trust Operations – Minneapolis/St. Paul, MN. Reporting to the manager of trust services, the manager of trust operations will supervise a staff of five. Duties include maintaining the trust accounting system, overseeing trading, income collection, securities settlement, as well as client statement preparation, supervising voluntary and mandatory corporate actions, auditing assets on a quarterly basis and mentoring junior staff members. The manager will be a member of the Trust Committee. We are seeking a five to ten year operations professional with prior management experience, and knowledge of FIS AddVantage trust accounting is a plus. The company offers an excellent base salary, along with an annual bonus and profit-sharing plans and strong employee benefits. There is relocation assistance available.

Submit ResumeMore info.


#1826: Portfolio Accounting Manager – Indiana. A fee-only investment management firm seeks a talented portfolio accountant to lead the investment operations department. Reporting to senior management the portfolio accounting manager will maintain the portfolio accounting system using Advent Axys, and administer the investment performance analysis and composites. The manager will perform cost-basis reconciliations and generate management reports for the executive committee. The manager will support the firm’s compliance function and participate in the Regulatory Compliance Committee. We are seeking a 5 plus year professional with portfolio accounting or trading experience with a RIA. Prior experience using Advent Axys and Microsoft Excel desired. The company provides an above-market base salary, comprehensive employee benefits, relocation assistance and a wonderful working environment.

Submit ResumeMore info.


#1825: Director of Financial Planning – Atlanta, GA. Join a dynamic and entrepreneurial wealth management group with an impressive track record of growth in both assets and revenue. Working closely with other wealth managers, the director of financial planning will supervise, delegate and review the work of other planners using eMoney software across several locations. In addition, the Director will prepare comprehensive wealth plans for sensitive, top-tier clients. The plans will include goals/objectives, risk tolerance, cash management, tax status, investment planning, and other information needed to make specific strategies and recommendations. Prior experience in strategic wealth planning for multi-generational clients and high net-worth clients desired. Ideal candidate will have at least five years (more is preferred) of financial planning experience within a RIA, Family Office, or Trust department. Having either the CFP® or CPA designation is a desired. The company offers a six-figure base salary, an incentive program, relocation assistance and strong employee benefits.

Submit ResumeMore info.


#1811: Manager Trust Services – SE. Wisconsin. Are you tired of the large bank mentality and the constant pressure for sales? I’m representing a strong, well-managed community bank that is seeking a trust professional to manage their trust department. In addition to managing client relationships, and managing the investment of trust assets, the trust officer will supervise trust operations and assist in promoting the bank through a community foundation. I have worked with the bank in the past and the president is a wonderful person to work with. The bank seeks a trust professional with 10 plus years in trust administration. A JD, CPA or CFP designation is helpful, along with the desire to run their own department. The company offers an attractive base salary, comprehensive employee benefits, relocation assistance and a great work/life balance.

Submit ResumeMore info.

#1851: Fiduciary Tax Accountant – Milwaukee, WI. Join a progressive fiduciary services provider in their estate planning and probate area. The position prepares fiduciary income tax returns and estimated taxes for complex and simple trusts. The accountant will complete complex research, reconciliations and projects as assigned. The group prepares in excess of 800 returns. The candidate should have 3 to 5 years of prior experience dealing with trusts, high net-worth families, gift taxes and charitable trusts. Having a CPA designation or MS – Tax desired. Excellent exposure to the senior management team and strong career opportunities. The firm provides a strong base salary, (they have a wide salary range), bonus program, comprehensive benefits and relocation assistance. The manager of the team is a wonderful person to work with and creates a nice working environment.

Submit ResumeMore info.


#1850: Senior Tax Manager – Chicago, IL. A multi-state wealth management firm seeks an experienced tax professional to manage a group of six tax professionals. The position is a member of the senior management team, and will interface with Wealth Advisors and clients in presenting tax strategies. The tax manager will mentor junior tax analysts in providing tax planning needs for high-net-worth clients, including providing advice on cash-flow and tax planning recommendations. The group prepares in excess of 700 tax returns annually. We are seeking a ten-year tax professional, with experience preparing individual and small business tax returns. The CPA designation is required (or EA), and MS-Tax is preferred. The company offers a six-figure base salary, plus up to 20% bonus plan, comprehensive employee benefits and strong career opportunities.

Submit ResumeMore info.


#1849: Director of Financial Planning – Tulsa, OK. Join a multi-billion dollar, regional wealth management group with an excellent reputation. Reporting to the president, the Director of Financial Planning will oversee the accuracy and validity of client financial plans and assist in the training and coaching of junior advisors. The position will interface directly with wealth advisors in determining the goals-based solutions and cashflow analysis for the client. As the lead planner, the position will be certain that the group is using best planning practices. Day travel is 30% - 50%; very limited overnight travel. We seek a professional with five to ten years of wealth planning expertise for high-net-worth individuals, families and business owners. Experience may come from estate planning law practice, an RIA or trust companies. The candidate will need the CFP® designation and the JD, or CPA is a plus. Prior experience using MoneyGuidePro and NaviPlan® preferred. The company offers an outstanding base salary, comprehensive employee benefits and relocation assistance is available. We have worked the hiring manager in the past and know the group very well.

Submit ResumeMore info.


#1846: VP & Sr. Trust Officer Defined Benefit/Taft-Hartley – Remote employee in Great Lakes region. Join a unique organization serving the needs of multi-employer plan sponsors. This role is to identify, pursue and close new relationships offering employee benefit trust custody services to multi-employer plan sponsors and key intermediaries. Through a consultative approach, you work both directly with plan sponsors, as well as leveraging your relationships with DB investment consultants. This is accomplished via periodic client meetings and discussions covering administrative and service components of their plan or plans. Travel is one week per month. Prior Taft-Hartley plan experience and defined benefit investment consultants networking preferred. The company offers a remote office environment, six-figure base salary, incentive plan and comprehensive employee benefits.

Submit ResumeMore info.


#1845: Sr. Actuary – Work remotely from home – no relocation necessary. A large retirement plan actuarial firm seeks an actuarial expert to manage client relationships and oversee, mentor and guide junior staff. Serve as the lead actuary for private and public sector defined benefit pension plans and cash-balance plans. Interface with plan sponsors and advisors to discuss annual compliance needs. We are seeking an Enrolled Actuary with at least five years (more is preferred) of pension benefit/actuarial experience. Strong analytical, problem-solving and math skills and the leadership skills to lead junior staff members. Experience using DATAIR, FT Williams, and/or Winklevoss ProVal would be a plus. The company offers six-figure base salary, bonus plan, home office equipment to be a remote employee and comprehensive employee benefits.

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#1842: SEC Compliance Analyst – SE Wisconsin. A new position due to growth, the analyst will report to the Chief Compliance Officer and assist with administration of the RIA’s compliance and cyber security program. Conduct the SEC-required annual review of policies and procedures, and work with operational departments to audit business processes to ensure compliance. Assist with calculation of regulatory assets under management and audit discretionary versus non-discretionary assets. Analyze errors that occur and coordinate with management for corrective actions. We are seeking a 3 to 5-year compliance specialist with experience at SEC-RIA, with strong understanding of the asset management industry/securities markets. The company offers an attractive office environment, strong salary, bonus program and comprehensive employee benefits.

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#1835: Sr. Wealth Management Advisor – W. Michigan. This individual will need a broad and deep understanding of sophisticated wealth management practices and investment strategies. The ideal candidate will have extensive expertise related to managing high net-worth client relationships, investment strategies, and financial planning techniques. Must develop knowledge of the client’s entire financial situation and be able to structure a “goal’s based” investment and financial plan. The advisor will discuss investment performance, current economic and market trends. This position will interact with a group of client support personnel in delivering investment management, tax, and financial planning services. We seek a candidate with five plus years in personal financial planning, investment management or tax planning. CFP®, CPA or CFA desired. The company will provide an above-market base salary, a company bonus and incentive plan, and outstanding employee benefits.

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#1825: Director of Financial Planning – Atlanta, GA. Join a dynamic and entrepreneurial wealth management group with an impressive track record of growth in both assets and revenue. Working closely with other wealth managers, the director of financial planning will supervise, delegate and review the work of other planners using eMoney software across several locations. In addition, the Director will prepare comprehensive wealth plans for sensitive, top-tier clients. The plans will include goals/objectives, risk tolerance, cash management, tax status, investment planning, and other information needed to make specific strategies and recommendations. Prior experience in strategic wealth planning for multi-generational clients and high net-worth clients desired. Ideal candidate will have at least five years (more is preferred) of financial planning experience within a RIA, Family Office, or Trust department. Having either the CFP® or CPA designation is a desired. The company offers a six-figure base salary, an incentive program, relocation assistance and strong employee benefits.

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