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
We are seeking new Client Service Managers to join our client service team. This is a great opportunity to work for a growing, successful company in Clayton, Missouri. 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 our investment, operations, and client service teams. There is potential for advancement upon mastery of analysis and support functions, which will involve client relationship responsibilities.
Learn MoreWe are seeking a new Client Service Coordinator to work with our client service teams. The role includes a variety of client team support and office responsibilities and involves hands-on work supporting the delivery of client service. The Client Service Coordinator position requires the candidate to collaborate and communicate effectively within and across operations and client service teams.
Learn MoreWe are seeking a new Investment Research Manager to add to the firm’s investment team. Our ideal candidate is passionate and curious about investments, follows investment blogs, podcasts and more. The Investment Manager will have broad exposure to public and private market investments and research. The role involves frequent communication and collaboration within the Investment Department and across client service teams. There are future opportunities for advancement, which may include direct client interaction. This is an on-site position located in our St. Louis, Missouri office.
Learn MoreShare your information and we will contact you if new opportunities fitting your qualifications become available