Careers

Problem-Solvers Wanted.

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At a glance:

Our team members are problem-solvers in every sense of the word: curious, determined and resourceful.

We work to lighten the load for our clients; having a heart for service is key to our success.

We enjoy working with each other and with our clients, building camaraderie, support and connections.

Always learning, we invest time and energy in each other.

Through shared experiences, from Book Club discussions to enjoying a drink together at the end of a long week, we build strong relationships that form the foundation of our success.

Our Success

Our motivated, talented team is the secret to our success. That’s why we’re committed to fostering a highly collaborative environment and ongoing opportunities for learning at all levels.

Opportunities

Data Analyst

St. Louis Trust & Family Office is seeking an entry level data analytics professional to join our Data Analytics and Operations teams.  These teams are responsible for managing and surfacing client financial and other data for use both internally by client service team members and externally by clients (via reports and online dashboards).  This function is critical for our firm to serve our current clients and grow over time.

Responsibilities will vary across database management, data hygiene and data visualization using PowerBI, SharePoint and/or Salesforce.  Candidates will communicate and interact with both internal teams and external outsourced providers.

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Rotational Analyst Fellowship 2022

St. Louis Trust & Family Office is seeking candidates for our two-year Rotational Analyst Fellowship program. This is a great opportunity for new graduates to explore a financial services career with a growing, successful company.  St. Louis Trust & Family Office works with approximately 60 client families across the country, advising on more than $15 billion of total wealth.  Our motivated, talented team is the secret to our success. We are committed to fostering a highly collaborative environment and ongoing opportunities for learning at all levels.

The Rotational Analyst Fellowship position is designed to incorporate hands-on work supporting the delivery of client service, advancing various internal projects and assisting with company-wide initiatives. Rotational Analysts will gain professional experience including exposure to various elements of the financial services industry and teamwork. They will learn desirable skills and have access to mentoring from seasoned colleagues with diverse backgrounds.

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Client Service Manager

This position involves frequent communication with clients and includes hands-on work supporting delivery of full-scope client service in the areas of investments, charitable giving, cash flow management, tax planning and estate planning. The role is collaborative with operations and client service teams. There is potential for advancement upon mastery of analysis and support functions, which will involve client relationship responsibilities.

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Intern

We are seeking internship candidates to join our team. The role can be a part-time job during the school year (with hours that are flexible with class schedules) and/or a full-time position during the summer. This is a great opportunity for students to gain exposure to the wealth management industry and working in a professional office setting. Responsibilities will vary based on office needs and may include office administrative work, project work, client team support and assisting with company-wide initiatives.

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