Wilbanks Smith & Thomas is always in search of diverse talent to round out a range of functional groups and important roles at our growing firm. We pride ourselves on excellence and professionalism across investment, operational, client service and administrative roles such as those listed below (which may or may not correspond to current openings).

Portfolio Management/Research

Our investment personnel span a wide range of experience in terms of level and type, but all offer knowledge of the financial services industry alongside passion for capital markets and investment management. We are especially interested in candidates who hold advanced degrees or have obtained or are making progress towards designations such as Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA). As an investment management firm we do not offer accounting or standalone financial planning services,  but we welcome candidates positioned to leverage those skills, certifications or backgrounds in the effort to craft solutions for our clients.

Representative roles include:

  • Portfolio Manager/ Research Analyst
  • Research Analyst
  • Trader
  • Client Strategist

 

Client Service

While WST takes an “all-hands” approach to serving clients, our dedicated client service personnel are the primary points of contact for our clients and should bring to bear a passion for supporting relationships through high-touch service and a solutions-oriented approach.

Representative roles include:

  • Client Associate
  • Relationship Manager

 

Operations

These personnel form the core of our firm, sitting at the intersection of portfolio management, client service, compliance, performance measurement and reporting. Candidates should offer relevant experience as well as commitment to teamwork, proficiency, accuracy and compliance.

Representative roles include:

  • Director of Performance Services
  • Operations Associate

 

Whether or not we currently advertise openings for these or other positions, we always welcome inquiries from anyone interested in advancing our firm through critical skills, relevant experience, personal drive and deep commitment to a client-first culture of collaboration and excellence. All candidates should be prepared to embrace the firm’s culture of compliance, learn and leverage the technologies integral to our firm, take pride in owning his or her job duties and overall embrace the firm’s values and strategic vision.

For more information, to inquire about current openings or to submit your resume, please email employment@wstam.com.

 

 

 

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