Executive Search Consultants to the Financial Services Industry

7 AR, LA, OK, TX

Investment Portfolio Manager, El Paso, TX

By on Nov 15, 2022 in |

Our client consistently receives accolades for their community service and bank performance. They seek to hire an Investment Portfolio Manager to work with various Wealth Management accounts. As Investment Portfolio Manager assisting a Relationship Manager, you will work with individuals, families, and non-profit organizations, developing and implementing investment...

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Trust Officer, Duncan, OK

By on Nov 8, 2022 in |

Because of a pending retirement, this is an opportunity to walk into a well-serviced group of satisfied customers. The senior officer will introduce you to clients and mentor you on the accounts. The position is with a well-known Oklahoma Bank with an excellent reputation. They have a big bank’s resources and a community bank’s culture. Send your resume...

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Relationship Management Associate, Tulsa, OK

By on Nov 3, 2022 in |

This is an opportunity to learn and grow in the trust/fiduciary industry with a well-respected Tulsa trust company, part of a larger regional investment firm. As Relationship Management Associate, you will work with trust officers, their clients, and advisors, ensuring their requests and questions are fulfilled. If you are looking for a career path, this is the...

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Trust Wealth Advisor, Northeast Oklahoma

By on Oct 3, 2022 in |

Trust Wealth Advisors play an essential role in helping high-net-worth individuals and families plan for their financial future. As a Trust Wealth Advisor with our client, you will be responsible for developing relationships with external referral sources and internal contacts within the organization. This position offers a base salary plus uncapped incentives and...

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