Seeking Talented Professionals

Looking for a talented professional?

Despite continual advancements in technology, it can still be difficult to find the person for your staffing needs. Unlike other recruiters, we specialize in Trust and Wealth Management. We have over 25 years of experience in placing qualified individuals at the right company. We understand what you're looking for and can help you find it.

At Financial Headhunters Services, we use 45 different attributes to track our candidates. This allows us to quickly focus in on the best possible match for your staffing needs. We’ll never waste your time with unqualified and unmotivated candidates. Finding qualified individuals for your job opening doesn’t have to be a difficult task. Let Financial Headhunters Services help.

It can be a very daunting task finding the right people for your staffing needs. Financial Headhunters Services understands your needs and represents some of the most talented Trust and Wealth Management professionals. Let us help find the perfect candidate for your business.

#37530: Trust Officer – Qualified Plan Relationship Manager – MBA, Bachelor of Science. Relationship manager for over 40 qualified plans. Largest account has $4 million in assets. Prepares and interprets plan documents and ensures compliance with all regulations. Also responsible for directing plan investments and participant education seminars. Good new business development experience. Salary $55,000 and open to relocation.

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#01632: Retirement Plan Specialist – Master of Arts, Bachelor of Science, currently pursuing QKA designation. Over five years of progressive experience includes the administration for all types of defined contribution plans. Consults with retirement plan sponsors regarding plan design and provides recommendations for plan improvements. Has performed discrimination testing, prepared IRS 5500 forms and SAR, interpreted plan documents and managed plan conversions. Provides plan sponsors and administrators with annual reports and compliance testing results. Systems experience includes Relius, Omni, CRM, and strong Microsoft Office – Excel. Salary $60,000 and relocation to East Coast.

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#18824: Retirement Plan Relationship Manager – Bachelor of Arts. A multi-talented retirement plan professional with over 10 years of experience with pension regulations, reviewing and consulting on plan design, compliance testing and investment options. Conducts employee enrollment meetings and works closely with sales consultants for potential new business opportunities. Excellent communication and interpersonal skills. Open to relocation. Salary $63,000.

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#09815: VP Employee Benefit Officer – Currently employed by a large 401(k) provider with responsibility for handling relationships for over 50 accounts worth over $50 million. Heavy client contact and possesses strong technical knowledge, along with a customer service personality. Willing to relocate. Salary $70,000 plus bonus.

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#29146: Retirement Plan Consultant - QKA, QPA, CPA. A fifteen-year retirement plans professional with a well-rounded background including qualified plan administration – small, mid and large market plan sponsors, plan conversions and installations. Experienced in consulting on plan design, plan document review, preparing amendments, compliance testing, and asset accounting. Has managed all aspects of conversion and installation of DC & DB plans. Excellent communicator. Willing to relocate throughout the South. Compensation $70,000.

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#17665: Retirement Plan Administrator – Bachelor of Arts, FINRA 6, 63, ASPPA: RPF-1, C-1. Professional with over 25 years in retirement plan consulting and administration. Prior supervisory experience in plan conversions department. Manages activities related to daily-valued retirement plans. Advises clients on plan design and regulatory issues. Mentors and trains co-workers. Salary $75,000. Willing to relocate.

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#09148: VP - Retirement Plan Administrator - AIF QKA, PPC. Over twenty years of progressive retirement plan administration and servicing experience with both national and regional providers. Has managed up to five (5) supervisors and a total staff of 40 employees. Established two new regional administrative units for two different national firms. Excellent customer presentation skills. Duties have included plan document, adoption agreement and amendment preparation, as well as on-going plan administration, compliance testing, and 5500 preparation. Systems experience includes ASC (recordkeeping, document and 5500 modules), SunGard Systems, SRT and DST-Trac. In addition, has a solid knowledge of EB operations, systems and conversions. Seeking position in Dallas, Austin or Houston, TX. Salary $90,000.

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#38912: Regional Manager - Employee Benefit Plans – College degree. CEBS designation and over twenty years of progressive experience. Responsible for overseeing all activities for a regional 401(k) provider, which includes managing a staff of eight people. Possesses a strong mix of leadership, communication and technical skills. Willing to relocate. Salary $95,000 plus bonus.

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#05545: Retirement Plan Administrator. Over ten years of well-rounded experience. Currently working for a third party administrative firm and is responsible for plan consulting and design, recordkeeping, compliance testing and 5500 preparation. Also assist with new plan conversions and some employee enrollment meetings. Strong technical knowledge. Renting and open to relocate. Salary $61,000 plus bonus.

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#08317: EB Recordkeeper. College degree. Stable job history. Currently handles ACP/ADP testing, statements, compliance, etc., for a variety of retirement plans. Also works directly with plan participants and has ESOP experience. A bright professional with the ability to work independently. Willing to relocate. Salary $57,000.

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#07377: Sr. EB Recordkeeper. Ten+ years of well-rounded EB experience includes ACP/ADP testing, 5500 preparation, statements, contributions, asset reconciliation, and distributions. Possesses the ability to communicate clearly and work effectively with plan sponsors and participants. Willing to relocate. Salary $60,000.

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#19319: Conversion Specialist. Business degree and over ten years of progressive 401(k) experience that includes conversions & implementations, recordkeeping, testing, compliance and plan design. Some supervisory background and contact with plan sponsors. Bright and able to communicate effectively. Willing to relocate. Salary $62,000.

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#23583: Manager Pension Services – QPA ASPPA. Over twenty-five years broad experience in retirement plan administration for both DC and DB plans. Has supervised up to twenty staff members and provided administration for over 1,000 plans. Background includes system implementation, relationship management duties for plan sponsors and vendors, and assisting in business development. Provides staff members with training, motivation and career growth. Salary $105,000, plus bonus. Open to relocation.

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#08160: Pension Fund Administrator - MBA, Bachelor of Arts. A twenty-five year pension professional with executive level positions for multi-employer plans providing retirement, annuity, disability and survivor benefits. Directed daily activities of pension fund office overseeing accounting, benefits, contributions, audit/delinquency and human resources. Monitored performance of seven primary consultants and service providers. Base $160,000. Open to relocation

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#34316: Trust Officer Sr. Administrator – Bachelor of Arts. Over six years of trust administration experience in personal fiduciary trusts, special needs and ILITS. Provide clients with prompt and courteous service. Duties include preparing discretionary distributions and investments. Also provides supervision of support staff. Open to relocation. Salary $50,000, plus discretionary bonus plan.

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#2524: Asst. Trust Officer – MBA, Bachelor of Science. Currently working in support of two senior trust officers with a combined book of in excess 200 relationships, 350 accounts. Duties include preparation and review of client reports, preparing for in-person client meetings, facilitating discretionary distributions and investment changes. Interacts with other members in the trust team. Self-confident and eager to learn. Open to relocation. Salary $51,000.

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#42723: Trust Administrator – CTFA, Bachelor of Arts. A bright and articulate trust professional with over seven years trust administrative experience. Maintains expertise in administering personal trusts, ILITS, IRAs and investment management accounts. Manages over 120 accounts and assists with an additional 90 relationships in conjunction with Sr. Trust officer. Confers with clients, attorneys and third party advisors and oversaw investment policy statements to insure proper portfolio structure. Trains new staff on processes, procedures and operating systems. Open to relocation. Salary $55,000, plus discretionary bonus.

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#39544: Personal Trust Administrator – Four-year college degree. Stable job history and over five years of progressive experience. Working for a nationally-known trust company, currently handles the administration for a variety of small to mid-size personal trust accounts. Likeable personality and willing to relocate. Salary $58,000 plus bonus.

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#18447: VP & Personal Trust Officer – JD, undergraduate from large school. Over ten years of legal and trust experience. Working for a community-based handled the administration for a wide variety of personal trust accounts. Previously worked for an estate planning attorney. Solid communication skills. Salary $62,000 plus bonus.

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#10324: Trust Officer – JD. Personal trust background working in a community bank trust department. Stable job history. Administers a wide range of accounts in accordance to the trust documents. Counsels clients to assist in creating estate plan, including wills, trusts and business succession. Able to develop new business and has a solid knowledge of investments. Willing to relocate. Salary $65,000 plus bonus.

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#11575: Asst. Vice President Personal Trust & Investment Officer - Bachelor of Arts, Cannon Financial Personal Trust I, II, III. A stable job history and progressive work experience highlight this 20 year trust career. Handles over 200 accounts with over $200 million in assets. Strong experience as a trust officer responsible for the administration of a variety of personal trusts, guardianships, investment management, agencies accounts and estate administration. Relationship management duties include deepening the client experience, new business development, interpreting trust documents, and researching technical issues. Trust investment management duties include constructing investment portfolios tailored to clients’ objectives, investment research for individual securities, and developing mutual fund models. In addition, prepares monthly economic forecasts and the investment newsletter for distribution. Salary $75,000 and business development incentive program.

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#27305: VP Trust Officer – Bachelor of Science. Currently with a regional trust provider managing 150+ personal trusts and individual retirement accounts. Supervises one assistant. Experienced in managing real assets including producing mineral properties and timberland. Actively pursues new business opportunities through extensive external centers of influence. Strong client retention skills. Salary $75,000 plus new business incentive plan.

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#02758: Personal Trust Officer – MBA and CTFA. With over fifteen years of trust, estate and financial services experience, this candidate has the ability to effectively work with high net-worth clients. Most recently handled 100 accounts exceeding $200 million. A talented, dedicated professional. Willing to relocate. Salary $78,000 plus bonus.

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#09464: Asst. Vice President & Trust Officer – Degree in business, along with the CFP® and CTFA designations. Very stable job history. Currently responsible for client relationships and new business development. Handles a book of over $80 million in assets. Refreshing personality and strong technical skills. Willing to relocate. Salary $80,000 plus bonus.

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#09711: VP & Senior Relationship Manager – CPA. Twenty years of progressive personal trust and sales experience. Stable job history. Experienced in administering a variety of personal trusts, agencies and investment management accounts. Good background in developing new business and possesses strong client contact skills. Willing to relocate. Salary $80,000 plus new business incentive.

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#22909: VP - Personal Trust Administrator. CFP®, MBA, Bachelor of Arts. Currently managing personal trusts, guardianships, estate administration, investment management and agency accounts. Manages the accounts to ensure client objectives are met and are consistent with trust documents and fiduciary principles. Current annual revenue is $800,000 and largest relationship exceeds $15 million. Very active in generating new assets and fee revenue. A bright and confident wealth advisor with expertise in estate planning, investments and lending. Salary $85,000, plus bonus program. Relocation candidate.

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#21798: VP of Private Banking – Business degree coupled with over ten years of private banking and sales experience. Began career in commercial credit/lending. As a Private Banker managed a $40 million portfolio (loans and deposits) as well as developing new relationships. A well-rounded professional willing to relocate. Salary $85,000 plus bonus.

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#09961: VP & Private Banker – MBA and over twenty years of progressive sales, commercial lending and private banking experience. Background includes working for both nationally-recognized and regional bank groups. Possesses strong client development and retention skills. Willing to relocate. Salary $100,000 plus bonus.

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#02485: VP & Team Leader of Private Banking – Currently manages a staff of three responsible for all private banking needs for high-net-worth relationships (up $50 million) for a major bank. Approximately 25% of time is spent developing new business. A capable professional able to grow and lead a department. Willing to relocate. Salary $140,000 plus bonus.

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#02487: VP & Team Leader Private Banking. Currently manages a staff of three responsible for all private banking needs for high-net-worth relationships (up $50 million) for a major bank. Approximately 25% of time is spent developing new business. A capable professional able to grow and lead a department. Willing to relocate. Salary $140,000 plus bonus.

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#21549: Supervisor of New Accounts – Trust Operations – College degree and fifteen years of trust operations and portfolio administration background working with large shops. Supervised a staff of up to four people. A quality candidate with the ability to communicate clearly. Willing to relocate. Salary $43,000 plus bonus.

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#02415: Manager of Operations – Trust – CTFA. Stable job history. Currently employed by an independent bank group with responsibility for supervising three people in trust operations using the SunGard Charlotte system. Also handles the administration of over 50 personal trust accounts. Willing to relocate. Salary $54,000.

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#06762: Investment Operations Specialist - BBA Finance. Achievement-oriented operations professional with 15 years of diverse experience with institutional and high net-worth clients. Advanced skills with Advent AXYS®, account reconciliation, cash management, trading and reporting. Duties have included trade processing and settlement, asset cost-basis analysis, tax estimates, and quarterly performance reporting. Systems experience includes Advent AXYS®, Schwab Advisor Center, Fidelity Wealth Center, Bloomberg and My State Street. Willing to relocate, especially South and East Coast. Salary $55,000.

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#29884: Operations Manager – CSOP designation. Over twenty years of related experience includes securities processing, EB/IRA processing, mutual fund operations, financial/tax reporting, systems conversions, etc. Managed a staff of ten people. Delightful personality and has strong people skills. Willing to relocate. Salary $58,000 plus bonus.

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#06477: Trust Operations Supervisor – Stable job history. CSOP designation and over fifteen years of operations background. Managing a staff of six, handled trade, income and capital changes for over 4,000 accounts. A well-rounded professional with the ability to communicate effectively. Willing to relocate. Salary $60,000 plus bonus.

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#32223: Portfolio Administrator/Investment Operations – Bachelor of Science, FINRA 7, 66. A ten year professional with proven expertise in Advent AXYS®, Tamarac Advisor and Broadbridge Financial software. Duties include reconciling client accounts to the custodial files, securities asset class determination, corporate actions, securities master file and systems updates. Frequent interaction with wealth advisors concerning client portfolio details. Salary $60,000.

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#02407: Manager – Trust Operations. A bright and talented operations professional with over 20 years experience in a trust operations. Manages and oversees all aspects of trust operations department. Monitors areas of fee processing, securities processing, income collection, daily balancing and trust accounting systems maintenance. Duties include staff training and development, as well as facilitating the preparation of fiduciary tax returns for the department. Very detail oriented, with a strong work ethic. Salary $62,000. Willing to relocate.

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#16617: VP Director - Trust Operations Bachelor of Science, CSOP, ATOP, WMS®, Para Planner. A twenty year trust operations professional with strong supervisory experience. Areas of expertise include securities processing, trading, securities settlement, corporate actions, trust accounting, asset transfers and project management. Background includes integrating technology and streamlining processes. Base $70,000, plus bonus program. Willing to relocate.

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#15293: Investment Operations/Trading Manager FINRA 7, 63, 65 Bachelor of Arts. – A strong investment operations professional with diverse experience in corporate actions, security trade settlement, investment performance reporting, large trading volumes and setting policies and internal controls. Systems include Advent AXYS®, MOXY and APX. Duties included customizing quarterly client reports. Midwest search. Salary $70,000.

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#27868: Director of Compliance – FINRA licenses. Currently overseeing all compliance activities for a mid-size investment advisory firm. Previously managed a staff of three in securities processing. Likeable personality and able to work independently. Willing to relocate. Salary $75,000 plus bonus.

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#48378: Investment Operations Manager – An eighteen-year professional working in investment operations for large registered investment advisory firms. Systems experience includes Tamarac Advisor View, Rebalancing and CRM, Broadridge ProxyEdge, and Charles Schwab Institutional. Duties include maintain portfolio accounting system, reporting daily trading activity, overseeing trade reconciliation, reporting account performance and annual tax records. Desired salary $75,000, and willing to consider SE US locations.

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#35617: Trust Operations Supervisor – Bachelor of Arts, Trust & Wealth management fundamentals courses. Over fifteen years in trust operations, fiduciary compliance, tax reporting and auditing. Supervising a team of three, oversees cashiering, funds transfers, client reporting, on-boarding new accounts and trust system updates. Prior trust system conversion experience, improving workflow and developing policies. Systems include SEI Trust 3000, Global Wealth and Innotrust. Salary $75,000 and open to relocating.

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#48378: Investment Operations Manager – A twenty-five-year investment operations professional, with excellent experience using Tamarac Advisor View, Rebalancing and CRM, TD Ameritrade Advisor Services and Charles Schwab Institutional. Duties include maintaining the portfolio accounting system, daily trade reconciliation, performance reporting, tracking proxy voting, SEC compliance filings, and maintaining annual tax records. Strong background in trade processing and client reporting. Salary $90,000, plus company bonus plan. Will relocate throughout SE US.

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#08088: VP Manager Trust Operations & Systems – CSOP, CISM, Bachelor of Business Administration. Over fifteen years managing trust operations, and company’s information technology. Prepared department budget and responsible for meeting goals to help drive revenue. Increased efficiency and operational controls to implement policies and regulations. Systems experience includes FIS TrustDesk, Trust/Rite, and DTC. Salary $90,000 and willing to relocate.

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#19661: Trust Operations & Systems Manager – Degree in business. Stable job history and over fifteen years of progressive experience. Background includes trust operations, trust systems, strategic planning and managing a staff in both mid-size and large trust departments. A well-rounded professional with the ability to understand complex problems. Willing to relocate. Salary $95,000 plus bonus

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#29041: Trust Operations Systems Analyst – CSOP, Bachelor of Science. A bright professional with strong trust systems experience and in providing systems liaison to all areas of wealth management. Reviews, analyzes and tests system enhancements prior to full implementation. Provides senior management team with up-to-date business line information through data mining strategies. Excellent at developing internal networks in companies and process improvement through workflow analysis. Also, manages vendor relationships. Relocation throughout Ohio Valley, and Philadelphia to South Carolina. Salary $100,000.

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#17728: Trust Operations Manager. Bachelor Business Administration – Accounting. A twenty year operations professional with strong management skills, trust systems upgrades/conversions and full budgetary responsibility. Areas of expertise including securities settlement, trading, tax reporting, vendor management and working with outside auditors. Base salary $100,000, plus bonus and open to relocation.

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#05545: Retirement Plan Administrator – Over ten years of well-rounded experience. Currently working for a third party administrative firm and is responsible for plan consulting and design, recordkeeping, compliance testing and 5500 preparation. Also assist with new plan conversions and some employee enrollment meetings. Strong technical knowledge. Renting and open to relocate. Salary $61,000 plus bonus.

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#08317: EB Recordkeeper – College degree. Stable job history. Currently handles ACP/ADP testing, statements, compliance, etc., for a variety of retirement plans. Also works directly with plan participants and has ESOP experience. A bright professional with the ability to work independently. Willing to relocate. Salary $57,000.

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#07377: Sr. EB Recordkeeper – Ten+ years of well-rounded EB experience includes ACP/ADP testing, 5500 preparation, statements, contributions, asset reconciliation, and distributions. Possesses the ability to communicate clearly and work effectively with plan sponsors and participants. Willing to relocate. Salary $60,000.

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#01632: Retirement Plan Specialist – Master of Arts, Bachelor of Science, currently pursuing QKA designation. Over five years of progressive experience includes the administration for all types of defined contribution plans. Consults with retirement plan sponsors regarding plan design and provides recommendations for plan improvements. Has performed discrimination testing, prepared IRS 5500 forms and SAR, interpreted plan documents and managed plan conversions. Provides plan sponsors and administrators with annual reports and compliance testing results. Systems experience includes Relius, Omni, CRM, and strong Microsoft Office – Excel. Salary $60,000 and relocation to East Coast.

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#19319: Conversion Specialist – Business degree and over ten years of progressive 401(k) experience that includes conversions & implementations, recordkeeping, testing, compliance and plan design. Some supervisory background and contact with plan sponsors. Bright and able to communicate effectively. Willing to relocate. Salary $62,000.

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#37530: Trust Officer. Qualified Plan Relationship Manager – MBA, Bachelor of Science. Relationship manager for over 40 qualified plans. Largest account has $4 million in assets. Prepares and interprets plan documents and ensures compliance with all regulations. Also responsible for directing plan investments and participant education seminars. Good new business development experience. Salary $55,000 and open to relocation.

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#18824: Retirement Plan Relationship Manager. Bachelor of Arts. A multi-talented retirement plan professional with over 10 years of experience with pension regulations, reviewing and consulting on plan design, compliance testing and investment options. Conducts employee enrollment meetings and works closely with sales consultants for potential new business opportunities. Excellent communication and interpersonal skills. Open to relocation. Salary $63,000.

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#09815: VP Employee Benefit Officer. Currently employed by a large 401(k) provider with responsibility for handling relationships for over 50 accounts worth over $50 million. Heavy client contact and possesses strong technical knowledge, along with a customer service personality. Willing to relocate. Salary $70,000 plus bonus.

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#29146: Retirement Plan Consultant - QKA, QPA, CPA. – A fifteen-year retirement plans professional with a well-rounded background including qualified plan administration – small, mid and large market plan sponsors, plan conversions and installations. Experienced in consulting on plan design, plan document review, preparing amendments, compliance testing, and asset accounting. Has managed all aspects of conversion and installation of DC & DB plans. Excellent communicator. Willing to relocate throughout the South. Compensation $70,000.

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#17665: Retirement Plan Administrator. Bachelor of Arts, FINRA 6, 63, ASPPA: RPF-1, C-1. Professional with over 20 years in retirement plan consulting and administration. Prior supervisory experience in plan conversions department. Manages activities related to daily-valued retirement plans. Advises clients on plan design and regulatory issues. Mentors and trains co-workers. Salary $75,000. Willing to relocate.

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#09148: VP - Retirement Plan Administrator - AIF QKA, PPC. Over twenty years of progressive retirement plan administration and servicing experience with both national and regional providers. Has managed up to five (5) supervisors and a total staff of 40 employees. Established two new regional administrative units for two different national firms. Excellent customer presentation skills. Duties have included plan document, adoption agreement and amendment preparation, as well as on-going plan administration, compliance testing, and 5500 preparation. Systems experience includes ASC (recordkeeping, document and 5500 modules), SunGard Systems, SRT and DST-Trac. In addition, has a solid knowledge of EB operations, systems and conversions. Seeking position in Dallas, Austin or Houston, TX. Salary $90,000.

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#38912: Regional Manager. Employee Benefit Plans – College degree. CEBS designation and over twenty years of progressive experience. Responsible for overseeing all activities for a regional 401(k) provider, which includes managing a staff of eight people. Possesses a strong mix of leadership, communication and technical skills. Willing to relocate. Salary $95,000 plus bonus.

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#23583: Manager Pension Services – QPA ASPPA. Over twenty-five years broad experience in retirement plan administration for both DC and DB plans. Has supervised up to twenty staff members and provided administration for over 1,000 plans. Background includes system implementation, relationship management duties for plan sponsors and vendors, and assisting in business development. Provides staff members with training, motivation and career growth. Salary $105,000, plus bonus. Open to relocation.

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#27310: Portfolio Manager – Finance degree. Five years of portfolio management background. Currently handles portfolios amounting to $130 million using individual equities and mutual funds. Spends 15% of time in sales and 10% in equity research. Likeable personality and willing to relocate. Salary $58,000 plus bonus.

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#00128: Investment Adviser – CFA, FINRA 7, 66. Bachelor of Science. Over ten years of experience advising and making recommendations for clients’ investments and structuring portfolios. Complete equity and fixed income trades for assigned accounts. Monitor investment performance of mutual funds, ETFs, etc., and rebalance portfolios as necessary. Experienced using MoneyGuidePro in preparing client’s financial plans. Also, assist in managing a fixed income portfolio with over $200 million in assets. This candidate is a talented investment professional possessing self-confidence, effective communication skills, and the ability to work effectively with existing clients and prospects. Total compensation $65,000. Chicago area, but also very open to relocating.

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#33459: Portfolio Manager – MBA, working toward CFA. Stable job history. Currently employed by a prestigious investment manager with responsibility for about 60 relationships. Also handles new business and investment research. An intelligent professional with excellent verbal skills. Willing to relocate. Salary $72,000 plus bonus.

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#00073: Portfolio Manager – MBA, Bachelor of Arts. Over twelve years in portfolio management and equity trading. Manages over 300 investment management accounts for high net-worth clients. Maintains investment policy statements and reg. 9 compliance. Conducts client investment performance reviews and participates in new business presentation. A dedicated professional. Salary $75,000, plus incentive. Willing to relocate.

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#12703: AVP Investment Analyst – MBA, Economics undergraduate degree. Investment background includes bank trust department, family office and brokerage industry. Responsible for performing due diligence for approved mutual funds and separate account managers. Coordinates all requests for proposals for the department and assists in setting asset allocation for each investment model. Co-authored investor newsletter. Salary $85,000 plus bonus.

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#12055: VP Sr. Portfolio Manager – MS, CPA, CFA 1 level. Responsible for overall client satisfaction. Developed benchmark beating portfolios for high and ultra-high net-worth clients including individuals, foundations, endowments and retirement plans. Portfolios totaled $200 million. Managed large-cap composite portfolio and oversaw the select list of mutual funds. Generated new business from existing clients and outside referrals sources. Salary $90,000 plus bonus.

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#48228: Sr. Wealth Advisor/Analyst: CFA, AIF, Bachelor of Science. Providing investment strategies for ultra-high net-worth clients. Developed analytics to examine stock compensation plans, private equity and asset location. Meets regularly with clients to review investment portfolios and discuss performance and as well as looking for financial planning needs. Systems experience includes FactSet, Zephyr StyleADVISOR and Morningstar. Willing to consider most metropolitan areas. Salary $95,000 plus bonus.

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#30436: VP Sr. Portfolio Manager – MBA, Bachelor of Science. Responsibilities include asset allocation models, due diligence for outside money managers, portfolio structure and new business development. Developed equity model with defined criteria for current and future positions. Oversees the account review system and mentors and supervises junior investment professionals. Salary $100,000 plus multiple bonus programs. Willing to relocate.

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#22826: Director of Research – CFA, MBA, Bachelor of Science. Experienced as both sell-side and buy-side analyst. Responsible for tracking over 30 stocks in the company’s portfolio and also tracks an additional 100 potential investment opportunities. Covers technology and materials for small-cap market. Manages commission budget and the hiring of new equity analysts. Evaluates new research services for cost savings. Salary $110,000. Willing to relocate.

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#00674: Institutional Portfolio Manager - MBA, Bachelor of Arts, Accredited Investment Fiduciary - AIF. Providing investment advisory and portfolio management services for over 50 institutional clients with over $600 million in assets. Clients include corporate and municipal pensions, foundations, endowments and non-qualified pools of assets. Experienced in third party money manager research, fund attribution analysis and fiduciary liability. Salary $115,000.

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#02182: VP Director Portfolio Manager. Bachelor of Science FINRA 65. A solid investment professional with both client relationship management and fundamental research and analysis experience. Previously served as trust investment officer serving high net-worth individuals, families, foundations, and endowments. Research experience includes various sectors such as transportation, waste management, manufacturing, defense and aerospace Base salary $120,000, plus bonus program. Will relocate.

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#30234: Fixed Income – VP & Sr Portfolio Manager – CFA, MBA and over twenty years of progressive experience. Managed a $400 million fixed income portfolio for taxable and tax-free separate accounts for institutional and high-net-worth clients. A bright, well-rounded professional willing to relocate. Salary $125,000 plus bonus.

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#27776: VP Portfolio Manager – CFA, Master of Science, Bachelor of Arts. Proven abilities in equity research, portfolio constructions, risk management and asset allocation. Over ten years of experience managing equity and fixed income portfolios for high net-worth individuals, families and institutional clients. Designed a bottom-up, fundamental equity research process and supervised a staff of four. Salary $150,000 plus incentive plan. Very open to relocation.

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#41527: Senior Portfolio Manager – CFA, Bachelor of Arts. Over fifteen years’ experience in portfolio management for high net-worth, ultra-high net-worth investors and institutional investors. Prior experience in designing customized model portfolios for institutional clients, designing strategic asset allocation policies. Evaluated and recommended external money managers and established guidelines for the review of managers’ investment philosophy, strategy, performance and risk attribution. Base Salary $150,000, plus incentive program. Open to relocation throughout Midwest.

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#43331: Sr. Portfolio Manager - Director of Fixed Income. CFA, Bachelor of Science. A seasoned investment professional with experience across several strategies, including global multi-sector low correlation, Core Plus fixed income and Global asset allocation. Direct experience in managing and trading ABS, CMBS, and MBS, sovereign debt and preferred securities. Outstanding interpersonal skills and a strong thought process. Salary $200,000 plus performance bonus.

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#22114: Investment Advisor – CFP®, BBA Accounting. Approximately twenty years of sales and financial services background. Stable job history and strong communicator. Currently works for a mid-size RIA with responsibility for establishing relationships with businesses, retirees, families and individuals. Strong referral base with strategic partners including estate planning attorneys, accountants and commercial bankers. Willing to relocate. Salary $50,000.

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#20610: Regional Sales Manager – Midwest – CPA, MBA, FINRA 6 & 63. A high performing sales/marketing professional with financial services and personal trust background. Effective consultative approach to marketing and sales management. Is able to cultivate and close new business with intermediary advisors and individuals. Willing to relocate. Salary $60,000 plus commission plan.

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#31143: VP - Trust New Business Development Officer – MBA, Bachelor of Science. Career has centered on trust and investment management sales, and sales training within wealth management field. Considerable experience working with high net-worth clients in both a sales and account administration capacity. A consistent producer with a likeable personality and effective client contact skills. Open to relocation and salary is $75,000 plus bonus.

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#23224: VP - Wealth Management Sales Officer – Sales of fiduciary and asset management services to high net-worth individuals and businesses. Development of internal and external referral sources including financial advisors, accountants and attorneys. Prior experience in expanding into new markets and developing business referrals from ground-up. Presents estate plans, asset allocation models and reviews trust documents for new and existing clients. Salary $100,000, plus incentive plan.

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#09850: VP - Wealth Specialist – CFP® Bachelor of Science. A consummate business development professional with expertise in designing proactive sales strategies. Effectively enhances the company’s image in the local market and develops strong community partnerships with centers of influence. Duties include obtaining new reoccurring fee revenue from high net-worth clientele within the trust and investment management platform. Consistently attain monthly new opportunity pipeline goals and generating in excess of $250,000 in new revenue. Salary $130,000 plus sales incentive. Open to relocating throughout SE US.

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#22930: SVP & Manager of Wealth Management Sales – MBA. FINRA licensed. Over ten years of progressive experience. Currently manages trust and brokerage sales effort for a $1 billion wealth management group. Possesses excellent new business, management and leadership skills – this is a professional that knows how to grow a department. Willing to relocate. Total cash compensation $170,000.

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#40839: Mutual Fund Wholesaler – FINRA 7, 63, 65. Business degree and over fifteen years of related experience. Working for a nationally-respected brokerage firm, responsible for wholesaling mutual products in six states. A bright professional with the ability to prospect and sell. Willing to relocate and travel. Salary $65,000 plus commissions.

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#21856: External Wholesaler - FINRA 7, 6, 63, Life & Health Insurance. Financial services professional with nearly twenty years experience selling annuities - fixed & variable, separately managed accounts and mutual funds. Strong distribution through independent advisors and bank channel clients. Extensive exposure to western US. Able to build lasting relationships with advisors and provide strong presentations for end-users. Travels extensively. Base salary $65,000 plus incentive plan.

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#24055: External Wholesaler – Various FINRA licenses along with a degree in business and over ten years wholesaling mutual funds, SMAs and alternative investments. A top-notch professional that works hard and is passionate about cultivating and maintaining relationships. Willing to travel and relocate. Salary $70,000 plus commissions.

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#36771: Regional VP & Wholesaler FINRA, CRPC, CMFC. – With over twenty years of asset management sales, third-party distribution and business development, marketing mutual funds, separately managed accounts and alternative investments to broker dealers, RIA, and bank channel. Skilled in territory building through cold calling, referral networking, one-on-one needs analysis and group meetings. Extensive travel welcomed. Base $100,000 plus incentives.

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#24416: Reg. Director & Wholesaler – MBA, various FINRA licenses. Along with well-rounded wholesaling experience, this candidate possesses a proven production track record. A talented professional with the drive to succeed. Able to relocate; willing to travel. Salary $80,000 plus commissions – is accustomed to making $200,000+.

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#00128: Investment Adviser – CFA, FINRA 7, 66. Bachelor of Science. Over ten years of experience advising and making recommendations for clients’ investments and structuring portfolios. Complete equity and fixed income trades for assigned accounts. Monitor investment performance of mutual funds, ETFs, etc., and rebalance portfolios as necessary. Experienced using MoneyGuidePro in preparing client’s financial plans. Also, assist in managing a fixed income portfolio with over $200 million in assets. This candidate is a talented investment professional possessing self-confidence, effective communication skills, and the ability to work effectively with existing clients and prospects. Total compensation $65,000. Chicago area, but also very open to relocating.

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#05545: Retirement Plan Administrator. Over ten years of well-rounded experience. Currently working for a third party administrative firm and is responsible for plan consulting and design, recordkeeping, compliance testing and 5500 preparation. Also assist with new plan conversions and some employee enrollment meetings. Strong technical knowledge. Renting and open to relocate. Salary $61,000 plus bonus.

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#08317: EB Recordkeeper. College degree. Stable job history. Currently handles ACP/ADP testing, statements, compliance, etc., for a variety of retirement plans. Also works directly with plan participants and has ESOP experience. A bright professional with the ability to work independently. Willing to relocate. Salary $57,000.

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#07377: Sr. EB Recordkeeper. Ten+ years of well-rounded EB experience includes ACP/ADP testing, 5500 preparation, statements, contributions, asset reconciliation, and distributions. Possesses the ability to communicate clearly and work effectively with plan sponsors and participants. Willing to relocate. Salary $60,000.

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#01632: Retirement Plan Specialist – Master of Arts, Bachelor of Science, currently pursuing QKA designation. Over five years of progressive experience includes the administration for all types of defined contribution plans. Consults with retirement plan sponsors regarding plan design and provides recommendations for plan improvements. Has performed discrimination testing, prepared IRS 5500 forms and SAR, interpreted plan documents and managed plan conversions. Provides plan sponsors and administrators with annual reports and compliance testing results. Systems experience includes Relius, Omni, CRM, and strong Microsoft Office – Excel. Salary $60,000 and relocation to East Coast.

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#19319: Conversion Specialist. Business degree and over ten years of progressive 401(k) experience that includes conversions & implementations, recordkeeping, testing, compliance and plan design. Some supervisory background and contact with plan sponsors. Bright and able to communicate effectively. Willing to relocate. Salary $62,000.

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#37530: Trust Officer. Qualified Plan Relationship Manager – MBA, Bachelor of Science. Relationship manager for over 40 qualified plans. Largest account has $4 million in assets. Prepares and interprets plan documents and ensures compliance with all regulations. Also responsible for directing plan investments and participant education seminars. Good new business development experience. Salary $55,000 and open to relocation.

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#18824: Retirement Plan Relationship Manager. Bachelor of Arts. A multi-talented retirement plan professional with over 10 years of experience with pension regulations, reviewing and consulting on plan design, compliance testing and investment options. Conducts employee enrollment meetings and works closely with sales consultants for potential new business opportunities. Excellent communication and interpersonal skills. Open to relocation. Salary $63,000.

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#09815: VP Employee Benefit Officer. Currently employed by a large 401(k) provider with responsibility for handling relationships for over 50 accounts worth over $50 million. Heavy client contact and possesses strong technical knowledge, along with a customer service personality. Willing to relocate. Salary $70,000 plus bonus.

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#29146: Retirement Plan Consultant - QKA, QPA, CPA. – A fifteen-year retirement plans professional with a well-rounded background including qualified plan administration – small, mid and large market plan sponsors, plan conversions and installations. Experienced in consulting on plan design, plan document review, preparing amendments, compliance testing, and asset accounting. Has managed all aspects of conversion and installation of DC & DB plans. Excellent communicator. Willing to relocate throughout the South. Compensation $70,000.

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#17665: Retirement Plan Administrator. Bachelor of Arts, FINRA 6, 63, ASPPA: RPF-1, C-1. Professional with over 20 years in retirement plan consulting and administration. Prior supervisory experience in plan conversions department. Manages activities related to daily-valued retirement plans. Advises clients on plan design and regulatory issues. Mentors and trains co-workers. Salary $75,000. Willing to relocate.

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#09148: VP - Retirement Plan Administrator - AIF QKA, PPC. Over twenty years of progressive retirement plan administration and servicing experience with both national and regional providers. Has managed up to five (5) supervisors and a total staff of 40 employees. Established two new regional administrative units for two different national firms. Excellent customer presentation skills. Duties have included plan document, adoption agreement and amendment preparation, as well as on-going plan administration, compliance testing, and 5500 preparation. Systems experience includes ASC (recordkeeping, document and 5500 modules), SunGard Systems, SRT and DST-Trac. In addition, has a solid knowledge of EB operations, systems and conversions. Seeking position in Dallas, Austin or Houston, TX. Salary $90,000.

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#38912: Regional Manager - Employee Benefit Plans – College degree. CEBS designation and over twenty years of progressive experience. Responsible for overseeing all activities for a regional 401(k) provider, which includes managing a staff of eight people. Possesses a strong mix of leadership, communication and technical skills. Willing to relocate. Salary $95,000 plus bonus.

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#23583: Manager Pension Services – QPA ASPPA. Over twenty-five years broad experience in retirement plan administration for both DC and DB plans. Has supervised up to twenty staff members and provided administration for over 1,000 plans. Background includes system implementation, relationship management duties for plan sponsors and vendors, and assisting in business development. Provides staff members with training, motivation and career growth. Salary $105,000, plus bonus. Open to relocation.

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#09148: VP - Retirement Plan Administrator - AIF QKA, PPC. Over twenty years of progressive retirement plan administration and servicing experience with both national and regional providers. Has managed up to five (5) supervisors and a total staff of 40 employees. Established two new regional administrative units for two different national firms. Excellent customer presentation skills. Duties have included plan document, adoption agreement and amendment preparation, as well as on-going plan administration, compliance testing, and 5500 preparation. Systems experience includes ASC (recordkeeping, document and 5500 modules), SunGard Systems, SRT and DST-Trac. In addition, has a solid knowledge of EB operations, systems and conversions. Seeking position in Dallas, Austin or Houston, TX. Salary $90,000.

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#07126: Managing Director Wealth Management. CFP®, Bachelor of Arts. Managing a regional wealth management hub with full responsibility for region’s revenue, expenses, and compliance. Manages a team of 11 professionals including wealth advisors, investment portfolio managers and operational support staff. Background includes brokerage and trust services experience, along with serving high net-worth clients for national investment management firms. Outstanding expert in wealth management, with a track record of achieving results. Salary $110,000. Nation-wide possibilities.

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#00893: SVP & Manager of Trust – JD with over twenty years of progressive experience. Currently directs all aspects of a $150 million trust department for a community-based bank. Including managing a staff of seven people, responsible for all administration, client relationships, investments, operations, new business and strategic planning. Possesses excellent communication and leadership skills. Willing to relocate. Salary $125,000 plus bonus.

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#08160: Pension Fund Administrator - MBA, Bachelor of Arts. A twenty-five year pension professional with executive level positions for multi-employer plans providing retirement, annuity, disability and survivor benefits. Directed daily activities of pension fund office overseeing accounting, benefits, contributions, audit/delinquency and human resources. Monitored performance of seven primary consultants and service providers. Base $160,000. Open to relocation.

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#33365: SVP & Manager of Trust & Wealth Management – Law degree and over twenty years of progressive wealth management background, which includes personal trust, investment management, private banking and brokerage experience. Working for a nationally-known trust group, managed a regional office of 20+ employees and over $1 billion in assets. Possess strong new business and leaderships skills. Willing to relocate. Salary $175,000 plus bonus.

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#13530: Chief Operating Officer – CFA, MBA. – A senior manager with extensive experience in portfolio management, investment research, technology and operations. Managed day-to-day operations for a $6 billion RIA and supervised over 25 staff members. Integrated the merger of two investment research teams, implemented new trading and investment performance measurement systems and revamped sales group. Willing to relocate throughout South, Southwest and Atlantic coast. Salary $175,000 plus incentive program and stock program.

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#14808: Chief Fiduciary Officer – JD, Bachelor of Science. A senior wealth management executive with thorough knowledge of trust and investment management industries. Expert in creating and managing high-performance teams across multiple regions. Success in areas including client service, risk/compliance management, operational efficiencies, capital markets, alternative asset management and business development. Drove sales resulting in double-digit year-over-year revenue growth. Willing to relocate. Salary $250,000 plus incentive.

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#01891: SVP & Director of Wealth Management Services – Business degree from a major university and appropriate FINRA licenses. Possesses a good blend of trust, brokerage, sales and insurance. Currently manages all aspects of a $2.5 billion wealth management group. An aggressive business developer and effective senior manager. Willing to relocate. Salary $225,000 plus incentive.

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#30612: Financial Advisor. CFP®, business degree from prestigious university along with over twenty years of financial services experience. Currently employed by a mid-size RIA handling over 100 accounts. Possesses the ability to develop new clients and could move a book of accounts. Willing to relocate. Salary $60,000, bonus and commissions.

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#21811: Registered Para-Planner. Undergraduate degree. Duties include implementing client financial planning process, new account set-up, asset transfer and coordinating and participating in client account reviews. Also interfaces with custodians, third party money managers and product companies. A dedicated professional. Salary $60,000 plus discretionary bonus plan.

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#42296: VP Client Services. CFP®, FIRNA 7, 66, Paralegal, Bachelor of Arts. Currently with an RIA managing client relationships for over 100 clients. Responsible for firm compliance, business development and financial planning services. Prepares and presents financial plans to prospective and existing clients. Constructs investment management accounts using individual securities. Prefers SE US for location. Salary $72,000 plus bonus program.

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#19766: Financial Planner. CFP®, FINRA 7, 66, Bachelor of Science – Finance. Financial planner with over 10 years of experience in all planning aspects for high net-worth clients. Prepares and presents plans including cash flow analysis, estate planning and tax planning strategies. Creates customized asset allocation strategies for clients, acts as an investment consultant for ERISA plan sponsors and acts a liaison between plan sponsor, custodian and TPA for qualified plans. Salary $80,000 and discretionary bonus plan. Willing to relocate.

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#36210: GIPS & Compliance Officer Bachelor of Science. A bright professional with a love for compliance. Over seven year’s compliance and GIPS experience with a Midwest money management firm. Duties include creating policies and procedures to comply with GIPS and overseeing compliance program testing. Performs all marketing material for compliance, employee personal transactions and gift requests. Perform ongoing employee compliance education and training. Compensation $105,000 plus company bonus program. Willing to relocate.

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#13919: Sr. Wealth Planning Advisor – JD, CPA. Background includes providing comprehensive, personalized advice to ultra-high net-worth families. Expertise in financial planning, investment management, tax planning and compliance, estate planning, charitable giving and trust administration. Experienced with Brentmark Estate Planning, BNA Income Tax planner, eMoney, Naviplan, Wealthmaster and Salesforce. Willing to relocate. Salary $125,000 and discretionary bonus.

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