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Performance Trust Capital Partners Jobs in Indiana

Baird

Sr. Trust Officer

Evansville, IN · On-site

Following the successful completion of training and performance review, the role will transition to ... Work with internal partners to provide appropriate oversight of non-standard assets (real estate ...

Robert W Baird & Co

Sr. Trust Officer

Evansville, IN · Hybrid

Following the successful completion of training and performance review, the role will transition to ... Work with internal partners to provide appropriate oversight of non-standard assets (real estate ...

Robert W Baird & Co

Sr. Trust Officer

Evansville, IN · On-site

Following the successful completion of training and performance review, the role will transition to ... Work with internal partners to provide appropriate oversight of non-standard assets (real estate ...

Circle

$134K - $182K/yr

Serve as a trusted legal partner to Circle's capital markets business development team, working collaboratively and building strong lines of communication across global deal teams - with a primary ...

Circle

$133K - $181K/yr

Serve as a trusted legal partner to Circle's capital markets business development team, working collaboratively and building strong lines of communication across global deal teams - with a primary ...

Circle

$127K - $172K/yr

Serve as a trusted legal partner to Circle's capital markets business development team, working collaboratively and building strong lines of communication across global deal teams - with a primary ...

Circle

$136K - $185K/yr

Serve as a trusted legal partner to Circle's capital markets business development team, working collaboratively and building strong lines of communication across global deal teams - with a primary ...

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$10

$57

$93

How much do performance trust capital partners jobs pay per hour?

As of Sep 7, 2026, the average hourly pay for performance trust capital partners in Indiana is $57.19, according to ZipRecruiter salary data. Most workers in this role earn between $46.88 and $64.71 per hour, depending on experience, location, and employer.

What is Performance Trust Capital Partners?

Performance Trust Capital Partners is a financial services firm specializing in helping community financial institutions make better investment decisions. They provide advisory services, capital markets solutions, and educational programs to banks and credit unions. Their focus is on using analytics and strategic thinking to improve client performance and manage financial risk. The firm is known for its unique analytical approach and commitment to client education.

What types of projects do analysts typically work on at Performance Trust Capital Partners, and how does collaboration with senior team members influence their growth?

Analysts at Performance Trust Capital Partners are often involved in financial modeling, portfolio analysis, and market research to support client investment strategies. They frequently collaborate with senior associates and managing directors, gaining exposure to client meetings and deal structuring. This close teamwork provides valuable learning opportunities and real-time feedback, helping analysts quickly develop technical and communication skills. The collaborative culture and mentorship from experienced professionals are key factors that accelerate career advancement within the firm.

What are the key skills and qualifications needed to thrive as a financial analyst at Performance Trust Capital Partners, and why are they important?

To thrive as a Financial Analyst at Performance Trust Capital Partners, you need strong analytical abilities, a solid understanding of financial markets, and typically a degree in finance, economics, or a related field. Proficiency with financial modeling tools, Excel, Bloomberg Terminal, and possibly relevant certifications like CFA are highly valuable. Excellent communication, attention to detail, and problem-solving skills help you effectively interpret and present complex data to clients and colleagues. These skills are critical for delivering insightful investment analysis and driving sound financial decisions in a competitive environment.

What is the difference between Performance Trust Capital Partners vs Financial Advisor?

AspectPerformance Trust Capital PartnersFinancial Advisor
CredentialsSeries 7, 63, 65/66 licenses, CFP often preferredSeries 7, 63, 65/66 licenses, CFP often preferred
Work EnvironmentInstitutional and high-net-worth client focus, team-basedIndividual client focus, independent or firm-based
Employer & IndustryFinancial services firm, investment management

Performance Trust Capital Partners and Financial Advisors both require similar licenses and certifications. However, Performance Trust typically works within institutional and high-net-worth environments, focusing on investment management, while Financial Advisors often serve individual clients. The roles differ mainly in client focus and work setting, but share core licensing and credential requirements.

What are popular job titles related to Performance Trust Capital Partners jobs in Indiana?

For Performance Trust Capital Partners jobs in Indiana, the most frequently searched job titles are:

What job categories do people searching Performance Trust Capital Partners jobs in Indiana look for?

The top searched job categories for Performance Trust Capital Partners jobs in Indiana are:

What cities in Indiana are hiring for Performance Trust Capital Partners jobs?

Cities in Indiana with the most Performance Trust Capital Partners job openings:

Performance Trust Capital Partners jobs near you
Infographic showing various Performance Trust Capital Partners job openings in Indiana as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 92% Physical, 2% Hybrid, and 6% Remote job distribution, with an average salary of $118,963 per year, or $57.2 per hour.

Sr. Trust Officer

Baird

Evansville, IN • On-site

Full-time

Re-posted 25 days ago

Baird rating

8.5

Company rating: 8.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description

About the Role:
Our Trust Officers are experienced fiduciary professionals responsible for the administration of trust accounts in accordance with the terms specified in the trust instrument, while also providing personalized, high-level service to clients. Our Trust Officers work closely with our Financial Advisors to ensure our clients' wishes are carried out based on the terms of the trust document.
This position requires on-site attendance five days per week in our Evansville, IN office, for a minimum of six months during the initial training period. Following the successful completion of training and performance review, the role will transition to a hybrid work schedule consisting of 4 days per week in office and 1 remote work day.
The Impact You'll Make:
  • Professional trust administration within the scope of the governing document and in accordance with applicable state law
  • Provide proactive solutions to client needs and deliver prompt, professional communication to clients and Financial Advisors
  • Demonstrate expertise on the terms and practical application of trust document provisions, understanding how each trust fits within larger, complex relationships with a variety of account types
  • Educate trust beneficiaries on the terms and requirements of the trust
  • Navigate complex family dynamics
  • Prepare necessary documentation and recommendation for Administrative Review Committee on any discretionary decisions to be made on behalf of beneficiary
  • Coordinate client requests for funds including regular remittances and disbursements
  • Facilitate communication between multiple beneficiaries, internal and external advisors, and co-trustees, as well as act as a referral network
  • Understand trust taxation and consider tax implications for current and remainder beneficiaries
  • Work with internal partners to provide appropriate oversight of non-standard assets (real estate, promissory notes, mortgages, closely held businesses, oil and gas interests)
  • Assistance in implementing personal and charitable gifting strategies
  • Manage allocation of income and principal for distributions, including trust-related expenses and distributions on behalf of clients and beneficiaries
  • Facilitate annual IRA Required Minimum Distributions
  • Monitor daily transactions posted to trust accounts to ensure accuracy
  • Collaborate with the client's advisors, attorneys, and accountants, on complex administrative matters
  • Provide mentorship to team members and others within Trust Administration
  • Prepare 60-day and annual account reviews
  • Serve on Administrative Review Committee or Policies and Procedures Committee
  • Occasional travel for client meetings

What You'll Bring to Baird:
  • Advanced knowledge of fiduciary law, trust taxation, and estate settlement principles and theories
  • Expertise in understanding and explaining Trust documents and Wills/Codicils
  • Solid knowledge of TrustDesk (preferred) or other trust accounting systems
  • High School diploma required or an equivalent combination of education, training or experience
  • Post-secondary degree preferred
  • 5+ years minimum experience in trust administration
  • CTFA a plus, but not required
  • JD a plus, but not required

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