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Trust Investment Associate Jobs (NOW HIRING)

Stifel

Trust Investment Analyst

Saint Louis, MO · On-site

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... The Trust Investment Analyst is part of the portfolio management team and works closely with ...

Stifel

Trust Investment Analyst

Saint Louis, MO

Stifel strives for a culture that puts its clients and associates first: a culture where everyone ... The Trust Investment Analyst is to support the Portfolio Managers in managing discretionary ...

Stifel

Trust Investment Analyst

Saint Louis, MO

Why Stifel Stifel strives for a culture that puts its clients and associates first: a culture where ... The Trust Investment Analyst is part of the portfolio management team and works closely with ...

Northern Trust

Sr Investment Associate

Miami, FL

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Senior Investment Associate The Senior Investment Associate partners closely with Portfolio ...

Northern Trust

Sr Investment Associate

Miami, FL

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Senior Investment Associate The Senior Investment Associate partners closely with Portfolio ...

Northern Trust

Sr Investment Associate

Miami, FL · On-site

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Senior Investment Associate The Senior Investment Associate partners closely with Portfolio ...

Northern Trust

Investment Associate II

Phoenix, AZ

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Investment Associate II The Investment Associate II is responsible for managing the administrative ...

Northern Trust

Investment Associate II

Phoenix, AZ · On-site

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Investment Associate II The Investment Associate II is responsible for managing the administrative ...

Northern Trust

Investment Associate II

Phoenix, AZ · On-site

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... Investment Associate II The Investment Associate II is responsible for managing the administrative ...

Northern Trust

Investment Associate

Chicago, IL · On-site

$74K - $126K/yr

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... ROLE SUMMARY The Investment Sales Associate works alongside Client Advisors in the prospecting ...

Northern Trust

Investment Associate

Chicago, IL · On-site

$74K - $126K/yr

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... ROLE SUMMARY The Investment Sales Associate works alongside Client Advisors in the prospecting ...

Old National Bank

Investment Associate

Evansville, IN

$44K - $84K/yr

Investment Associate Job Locations US-IN-Evansville Category/Function Trust/Wealth Management ... As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are ...

Northern Trust

Investment Associate

Chicago, IL

$74K - $126K/yr

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial ... ROLE SUMMARY The Investment Sales Associate works alongside Client Advisors in the prospecting ...

Whittier Trust

Investment Associate

Pasadena, CA

$65K - $85K/yr

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth ...

Whittier Trust

Investment Associate

Pasadena, CA · On-site

$65K - $85K/yr

Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth ...

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Trust Investment Associate information

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$22K

$97.1K

$213.5K

How much do trust investment associate jobs pay per year?

As of Jun 6, 2026, the average yearly pay for trust investment associate in the United States is $97,073.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,000.00 and $117,500.00 per year, depending on experience, location, and employer.

What is the difference between Trust Investment Associate vs Wealth Management Associate?

AspectTrust Investment AssociateWealth Management Associate
CredentialsTypically requires Series 7, 63, and 65 licenses; relevant finance or economics degreeSimilar licenses; finance or related degree often preferred
Work EnvironmentFocuses on trust accounts, estate planning, and fiduciary responsibilities within trust departmentsWorks with high-net-worth clients on investment strategies and financial planning
Employer & IndustryBank trust departments, trust companies, financial institutionsWealth management firms, private banks, financial advisory firms

While both roles involve client investment management and require similar licenses, Trust Investment Associates primarily focus on trust accounts and estate planning within trust departments. Wealth Management Associates work more broadly with high-net-worth clients on comprehensive financial strategies. The roles often overlap but differ in their primary client focus and work environment.

What states have the most Trust Investment Associate jobs? States with the most job openings for Trust Investment Associate jobs include:
Trust Investment Analyst

Trust Investment Analyst

Stifel

Saint Louis, MO • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 4 days ago

Stifel rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Why Stifel
Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.
Let's talk about how you can find your place here at Stifel, where success meets success.
What You'll Be Doing
The Trust Investment Analyst is to support the Portfolio Managers in managing discretionary investment portfolios while also being responsible for managing a small book of business. The primary function of this role is day-to-day portfolio strategy implementation, rebalancing, and monitoring across a board range of multi-asset class, multi-manager portfolios. The Trust Investment Analyst is part of the portfolio management team and works closely with Financial Advisors and manager selection and research teams to implement fiduciary appropriate investment ideas. The Trust Investment Analyst will also be responsible for higher level analytical reports to assist the overall team in risk management.
What We're Looking For
  • Invest portfolios in accordance with guidelines and target allocations
  • Liaise and coordinate with trading, operations, compliance, and client service areas
  • Monitor portfolio performance, asset allocation guidelines, prepares customized reports and assists with quarterly client reviews.
  • Ensure appropriate implementation of strategy across client portfolios.
  • Works closely with research and investment due diligence teams, to support the fiduciary channel.
  • Responsible for conducting new account and annual Reg 9 reviews for trust company managed accounts.
  • Performs investment research, keeps informed of developments in investment management industry.
  • Assist in preparation of Investment Committee materials and responsible for recording minutes. Maintain department industry research and report information.
  • Research client inquiries, document account activities and client interactions
  • Other duties and special projects as assigned by department management.

What You'll Bring
  • Understand and comply with all regulations, including 12CFR9, Community Reinvestment Act, Bank Secrecy Act, Fair Credit Reporting Act, etc.
  • Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
  • Ability to understand the implications of new information for both current and future problem-solving and decision-making.
  • Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.

Education & Experience
  • Minimum Required: Associate's degree in business administration or equivalent work experience
  • Minimum Required: 3+ years related experience in financial services

Licenses & Credentials
  • Minimum Required: None
  • Desired: CIMA, CFP, CFA, AIF or matriculations towards designation

Systems & Technology
  • Proficient in Microsoft Excel, Word, PowerPoint, Outlook
  • General experience with portfolio optimization and understanding of portfolio management software tools. (Morningstar, BondWorks, Bloomberg, Factset).

About Stifel
Stifel is more than 130 years old and still thinking like a start-up. We are a global wealth management and investment banking firm serious about innovation and fresh ideas. Built on a simple premise of safeguarding our clients' money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
While our headquarters is in St. Louis, we have offices in New York, San Francisco, Baltimore, London, Frankfurt, Toronto, and more than 400 other locations. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Let's talk about how you can find your place here at Stifel, where success meets success.
At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.
Stifel's bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information: Know Your Rights.
Stifel is an Equal Opportunity Employer.

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