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.


Accounting Associate

We are seeking an Accounting Professional to join our Corporate Accounting and Compliance team. This team is responsible for accurately handling all internal accounting, financial reporting, audit, compliance and regulatory matters for the firm. These functions are critically important to effective management of our business. Learn more at the LinkedIn job posting linked below.

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Client Service Assistant

We are looking to add a new Client Service Assistant to our client service team. 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 Assistant position requires the candidate to collaborate and communicate effectively within and across operations and client service teams.

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2023 Rotational Analyst Fellowship

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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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.

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Client Service Manager

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.

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