Are you our next experienced TDC Family Wealth Adviser, who enjoys working directly with experienced Wealth Strategists and Relationship Managers to prepare meeting materials, formulate viable financial strategies, and respond to a broad range of client requests with the sole purpose of helping High Net Worth families become stronger, closer, and wiser about their financial future? [This position is located in Maumee, Ohio]
Are you our next TDC Compliance Associate, who enjoys assisting our experienced Chief Compliance Officer (CCO) with the surveillance and oversight of a dynamic SEC-registered Investment Advisory Firm? This is a fast-paced environment. Therefore, the ideal candidate will be able to prioritize, work on, and complete multiple tasks within a deadline-driven framework. [This position is located in Maumee, Ohio]
Are you our next TDC Retirement Plan Adviser, who enjoys working closely with our experienced Retirement Plan team to provide exceptional service to plan sponsors and plan participants, preparing participant reviews, assisting with participant requests, plan platform management, and communication between retirement plans and service providers? [This position is located in Maumee, Ohio]
Are you our next TDC Client Service Associate, who is detailed-oriented and enjoys providing the highest level of service to our clients; who thrives in a fast-paced, ever-changing environment, and applies critical thinking to each and every step in a process? [This position is located in Maumee, Ohio]
Are you our next Director of Technology + Innovation, who enjoys working in a state-of-the-art facility at a firm that is fast-paced and growing, where exceeding internal and external customer expectations is the norm, and a continuous focus on technology’s efficiency and effectiveness are your core focus? [This position is located in Maumee, Ohio]
What We Look For
Our client families deserve the best. We expect them to feel appreciated, valued and cared for beginning the very first time they walk through our doors. That’s why we only seek team members who share our same client-first mentality and are committed to help create an exceptional investment experience and lifelong partners.
If you’re a critical thinker, a contributor by nature and have a strong desire to be part of a collaborative, fun environment, TDC may be where you belong.
Operates with integrity and honesty. Demonstrates respect for peers, leadership, and a willingness to be a team player. Possesses the ability to accept constructive feedback. Has the ability to work effectively both independently and as part of a team. Works with other departments to ensure accuracy of client information and communication of client needs.
Base Salary + Target Bonus Pool + Benefits, Rewards, and Perks + Profitability Bonus Potential
401(k) contribution matches 100% on the first 3% and 50% on the next 2%; robust Wellness Program with savings and access; Company-funded Life, AD&D, LTD, and STD coverage; a highly subsidized Medical Plan; flex time; Free Lunch; and much more (see Learn To Lead for a full list).
Maumee, OH (Headquarters)2; New York, NY; Houston, TX; Winchester, VA; and St. Louis, MO; Scottsdale, AZ
2 28,000 sq. ft. addition that opened in February, 2019
- We are based in Maumee, Ohio [with strategic partners in Phoenix (AZ), Minneapolis (MN), St. Louis (MO), New York (NY), Austin (TX), Houston (TX), & Winchester (VA)]
- We operate in a client-focused yet colleague-centric environment utilizing strong organizational, communication, and problem-solving skills, and continually practice strong presentation, analytical, interpersonal, relationship management, written, and verbal skills
At TDC, we don’t just want team members, we want team members for life. Our most important asset is our people, which is why we’ve developed our 4 step process to develop your personal and professional success.
We LISTEN to what’s important to you to get a firm understanding of what you need to accomplish desired personal and professional success.
We EDUCATE through a comprehensive training program consisting of internal programs as well as training conferences with our strategic alliances.
We help you GROW by entrusting you with more responsibility including management of team projects.
We seek to create your perfect work world by DELIVERING continuous opportunity to advance your professional success and our mission in helping families be families –stronger, closer, and wiser.
When you find it difficult to know when you’re working and when you’re having fun, you’ve found a special work environment. Don’t believe us? See for yourself!
Check out Greater Together: