Become part of a professional and supportive environment dedicated to growth, respect, and open communication. At Legacy, we foster a workplace where each individual’s voice is valued, contributions are recognized, and continuous learning is encouraged. We believe that investing in our employees is essential to delivering the exceptional service our clients deserve. At Legacy Private Trust Company, our people are our most valuable asset.
Joseph E. McGrane
Executive Vice President
Our mission is to produce exceptional opportunities, long-term results, and value for our employees, clients, and shareholders by being the preeminent provider of personalized trust and family wealth management services to successful individuals and families throughout Wisconsin and the United States.
We aim to provide:
At Legacy Private Trust Company, we are committed to excellence in wealth management and financial services, empowering individuals, families, and organizations to build meaningful and lasting legacies. As a trusted fiduciary, we hold ourselves to the highest standards of integrity, collaboration, and innovation. This commitment creates an environment where our team members and clients thrive together.
We view every role within our organization as integral to our collective success. With this in mind, we are highly selective in our hiring process, ensuring that each team member brings exceptional expertise and aligns with our core values. At Legacy, we prioritize cultural fit, as shared principles and purpose drive our ability to achieve outstanding results.
If you aspire to be part of a forward-thinking team that values excellence, integrity, and collaboration, we invite you to explore a career with us. Together, we can shape a future that inspires and endures.
Emily Kling
Wealth Associate
Legacy believes that talent is a combination of initiative and intelligence, demonstrated on a consistent basis.
Instead of focusing on the tasks or duties completed so far in your career, we look for employees who exhibit an outstanding work ethic, are strongly motivated to succeed, and can engage with colleagues and clients in a personable and conscientious manner—simply, how you do what you do, not just what you have done.
If you are attentive to details, tasks, and deadlines, enjoy working in a team environment, can facilitate your workload while handling long-term projects, have the ability to learn quickly and react effectively when high-pressure situations arise, and are committed to providing outstanding service to clients and colleagues, your next career opportunity could be at Legacy.
At Legacy, you’ll find a diverse range of roles across various departments, including:
Most positions within Legacy require a college degree, and for some job titles, additional degrees such as a master’s in business administration, or a juris doctorate are necessary. For other positions, additional credentials such as a Chartered Financial Analyst® or other financial industry designations are desired.
Don’t see a role that matches your expertise? We still want to hear from you! If you believe you would be a valuable addition to our team, we encourage you to submit your cover letter and résumé detailing your professional experience and unique strengths to careers@lptrust.com.
Legacy Private Trust Company is an equal opportunity employer.
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