Education Specialist

ST. LOUIS TRUST & FAMILY OFFICE works with client families from across the country, advising on more than $15 billion of total wealth in over 32 states. We are a multi-family office and trust company that serves multi-generational families with complex family affairs. Our philosophy is straightforward; focus on our clients, put them first and always better our service. We provide holistic, high-touch client service including customized, independent investment management and a full range of family office and fiduciary services. We serve a limited number of clients with substantial wealth in order to maintain very low client-to-employee ratios. Each client family is different, and so are we.

PROBLEM SOLVERS WANTED | Our motivated, talented team is the secret to our success. We are committed to fostering a highly collaborative environment and ongoing opportunities for learning at all levels.

We are seeking an Education Specialist to join our team. This is a great opportunity to work for a growing, successful company in Clayton, Missouri. This new role will be responsible for building out curriculum for our next generation of clients with a focus on financial literacy and the understanding needed to understand wealth and use it with purpose. The core objective of this curriculum will be to empower children, teens and young adults from high-net worth families to make informed, responsible and confident financial decisions. The role is collaborative with our client service teams and may involve direct client exposure in time.

RESPONSIBILITIES MAY INCLUDE:

• Establish and build out curriculum to educate our next generation of clients to enable them to understand and manage the wealth that has been entrusted to them
• Utilize cognitive development insights in the teaching approach, recognizing that each age group’s brain develops differently, impacting financial understanding and behavior
• Equip the next generation of clients with tools and practical knowledge needed to manage finances wisely – aligning with personal values, family legacy and community contribution
• Serve as an in-house resource and education expert for client service teams in implementing the next gen curriculum
• Create and maintain next gen document library, information and resources
• Manage and prepare next gen materials for periodic client meetings
• Respond to a variety of client team requests related to the next gen curriculum

DESIRED QUALIFICATIONS AND BACKGROUND:

• Bachelor's degree required, teaching and/or business background preferred
• Proactive self-starter with demonstrated initiative and proven project ownership skills; entrepreneurial spirit
• Strong organizational and multi-tasking abilities to manage numerous projects with different client service teams
• High energy level, strong work ethic, quick learner
• Excellent analytical skills with high attention to detail
• Team player experience and mentality; willing to give best effort on full spectrum of tasks ranging from simple/repetitive to complex/challenging
• Lifelong learner; eager to learn new skills in a variety of financial planning areas and ability to teach others

PREFERRED SKILLS AND/OR EXPERIENCE:

• Prior experience in the education/training field
• Baseline knowledge of wealth management and financial concepts considered a plus
• Strong critical thinking and problem-solving abilities/resourcefulness
• Excellent verbal and written communication skills
• Advanced knowledge of Microsoft Office
• Experience with SharePoint and/or Salesforce CRM considered a plus

EXCELLENT BENEFITS INCLUDE:

• Competitive compensation
• 401(k) with Company match
• Generous benefits package available including medical, dental and vision coverage, FSA/HSA and paid time off (PTO)
• Support for professional development and training
• Cell phone reimbursement
• Company-paid parking