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Performance Trust Capital Partners Jobs (NOW HIRING)

Laurel Trust Company

Trust Officer

Reno, NV · On-site

Laurel Trust is an affiliate of Hall Capital Partners, which has a 20+ year record of building and managing global investment portfolios and has established a strong reputation as a successful ...

Laurel Trust Company

Trust Officer

Reno, NV · On-site

Laurel Trust is an affiliate of Hall Capital Partners, which has a 20+ year record of building and managing global investment portfolios and has established a strong reputation as a successful ...

LGT Capital Partners

Intern

New York, NY · On-site

$16.50 - $22/hr

LGT Capital Partners is searching for a graduate student intern who is interested in gaining ... with investment evaluation / performance monitoring • Other projects as needed Contact ...

Upstart

Principal Product Manager, Capital Platform

As the leading AI lending marketplace, we partner with banks and credit unions to expand access to ... trust. And whether you choose to work primarily from home or collaborate in-person from one of our ...

Upstart

$188 - $260/hr

As the leading AI lending marketplace, we partner with banks and credit unions to expand access to ... trust. And whether you choose to work primarily from home or collaborate in-person from one of our ...

Basic Capital

Head of Capital Markets

New York, NY · On-site

$180K - $200K/yr

... partners * Lead fundraising initiatives alongside CEO including engaging investors * Monitor capital market performance and execute against insights observed * Identify market opportunities to scale ...

Upstart

Principal Product Manager, Capital Platform

OR · On-site +1

... portfolio performance. Operating at the intersection of product, engineering, capital markets ... This team is responsible for foundational platform capabilities including partner integrations ...

Brown Brothers Harriman & Co.

Trust Officer

Wilmington, NC · On-site

$70 - $90/hr

## Trust OfficerApplylocations: Wilmingtontime type: Full timeposted on: Posted Todayjob requisition ... Across Investor Services and Capital Partners, we work with an enviable roster of sophisticated ...

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Performance Trust Capital Partners information

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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 the United States is $60.11, according to ZipRecruiter salary data. Most workers in this role earn between $49.28 and $68.03 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.

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Performance Trust Capital Partners jobs near you
Infographic showing various Performance Trust Capital Partners job openings in the United States as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $125,019 per year, or $60.1 per hour.

Trust Officer

Laurel Trust Company

Reno, NV • On-site

Full-time

Re-posted 12 days ago

Job description

FIRM OVERVIEW:
Laurel Trust Company is a retail trust company in Reno, Nevada, serving as a corporate trustee and providing fiduciary services for ultra-high net-worth clients. Laurel Trust is an affiliate of Hall Capital Partners, which has a 20+ year record of building and managing global investment portfolios and has established a strong reputation as a successful investor and partner. Laurel Trust's culture is focused on integrity, exemplary client service, and fulfillment of its fiduciary duties.
Laurel Trust is committed to attracting, retaining, engaging, and developing a pool of talent that is diverse along many dimensions. We seek to leverage these diverse experiences, backgrounds, and viewpoints to best serve the needs of our clients.
POSITION TITLE: Trust Officer
A successful person in this role will demonstrate their technical strengths and contribute to the Laurel Trust team in the day-to-day client operations, without any requirement or expectation for client development. The role requires great attention to detail to comply with all policies, procedures, and trust accounting practices. Laurel Trust is looking for a highly organized, energetic professional that aligns with our strong internal customer service culture. This is an excellent opportunity to continue building a career as part of an organization whose values of RESULTS, INTENSITY, TRANSPARENCY, AND CREATIVITY speak to the culture of our organization. This role reports directly to the President.
RESPONSIBILITIES OVERVIEW:
  • Work directly with the President to support him in fiduciary decisions and client relationship responsibilities.
  • Provide administration of trust accounts in adherence with trust instruments, governing documents of related entities, and Laurel Trust's policies and procedures.
  • Assemble and review new account pre-acceptance materials, including trust instruments, portfolio holdings, partnership agreements, KYC information, and trust accounting records.
  • Review and execute cash transfers, investment actions, market value updates, beneficiary distributions, and other trust accounting transactions.
  • Prepare annual account administrative reviews.
  • Prepare and review meeting materials for the Trust, Investment, and Distribution Committees.
  • Effectively manage multiple ongoing projects and successfully prioritize multiple tasks with good judgment and follow up with the President.
  • Communicate and coordinate with external client advisors, including investment advisers, accountants, attorneys, and family offices.
  • Adhere to all compliance procedures and reinforce a strong compliance culture with the team.
  • Actively suggest improvements to procedures and policies.
  • Other duties as the needs of the office evolve.

REQUIRED QUALIFICATIONS:
  • 5+ years of trust administration or planning experience with a focus on world-class service for high net-worth clients ($1MM+ level clientele).
  • College graduate with additional certification/credential required (i.e. JD /MBA/CTFA/CFP/CFA).
  • Technically strong with demonstrated experience with sophisticated trust and asset structures.
  • Demonstrated experience of providing thoughtful client solutions.
  • Flexible and receptive to contribute in a variety of ways that often arise in a small office environment that may not correlate to the candidate's technical skillset.
  • Motivated self-starter with the ability to work independently.
  • Aptitude for utilizing technology to drive efficiency and effectiveness.
  • Discretion and respect for confidential matters.
  • Flexible and willing to work extended hours as needed.
  • Detail-oriented and possess excellent organizational skills.
  • Strong work ethic.
  • Excellent verbal and written communication skills including the ability to interact with varied audiences.

PREFERRED QUALIFICATIONS:
  • Experience with ultra-high net worth multi-generational $50MM+ families with complicated assets and sophisticated trust structures.
  • Juris Doctorate.
  • Bachelor's degree in Accounting, Finance, or Economics.
  • Tax planning or return preparation experience.

PERSONAL ATTRIBUTES:
  • Professional.
  • Accountable and values the importance of "getting it right."
  • Consistent and strong follow-up skills.
  • Effective communicator.
  • Intellectually curious.
  • Self-motivated and eager to learn.
  • Solutions-oriented.
  • Detail-oriented.
  • Able to problem-solve.
  • Acts with integrity.
  • Energetic, creative, and positive.
  • Collaborative and flexible.
  • Uses good judgment.
  • Respectful, resilient, and patient.

OTHER REQUIREMENTS:
This position will require the individual to authorize a personal background check with the Nevada Financial Institutions Division.
This job requires the employee to sit for approximately 6-7 hours a day and use a keyboard and mouse for repetitive motion. There will be >15 lbs. to lift, push, or pull in this job.
APPLICATION AND INTERVIEW DETAILS:
Selected applicants should expect two video conference interviews. Finalists will be invited to a final interview in person at the Reno, Nevada office. Please provide your resume and cover letter and send it via email to Careers@LaurelTrust.com.

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