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Join the Hefren-Tillotson Team

Proudly recognized by numerous platforms as a “Best Place to Work”

Company Culture

Happy employees are more productive and successful. We believe in providing a supportive, structured environment for our employees to thrive, and strong devotion to our values - deep respect for the individual, integrity in thought and action, teamwork supported by a family-oriented culture, and relentless commitment to excellence.

Benefits & Time-Off

Benefits for eligible employees include medical, dental, vision, life, disability, and 401(k) profit sharing. Our high deductible health plan is complimented with a Health Savings Account (HSA), and our Paid Time Off (PTO) plan allows employees the flexibility to manage their time. We follow the NYSE schedule for holidays.

Personal Wellness

The health and well-being of our employees is a top priority. Our wellness program includes health fairs, flu shots, biometric testing, physical fitness challenges, lunch & learn presentations on various topics, and more. Our goal to help you reach yours!

Internship Program

Our internship program aids students in learning the specific functions of various positions within the finance industry. With this in mind, we look for students who are Economics or Finance majors and completing their junior year. Please check back for available internship positions.

Current Openings
Applications Analyst

A Hefren-Tillotson Application Analyst is responsible for developing new and supporting existing applications that are used by Hefren-Tillotson Asset Management for financial reporting, portfolio management, and Advisor support.  The position would be part of a development team within Hefren-Tillotson’s Asset Management Group. They will develop, maintain, and provide user support for internally used applications; enhance the Asset Management team’s operational efficiencies through automation processes, database/application development, and system integration; develop system audits to ensure data integrity and accuracy; and database security, Transferring/Replicating data, Controlling privileges and Permissions.

The ideal candidate will be proficient in web and software development; have knowledge of database management and development and related methodologies; be proficient in VB, SQL, JavaScript, CSS, HTML, asp.net and C#; have familiarity with best practices to build and maintain secure applications; have financial knowledge or industry background preferred; highly organized, detail oriented; is a logical and analytical thinker, and is self-driven with unwavering integrity.

Financial Assistant

A Hefren-Tillotson Financial Assistant provides support to financial advisors in a fast-paced, multi-task environment by acting as the liaison between the client and operational/administrative tasks such as:  respond to client calls; open and process new accounts; maintain and monitor account and portfolio information; research and resolve client issues and requests; organize advisors’ schedules; keep abreast of software, operational procedures, and industry regulations.

The ideal candidate will possess an associate degree or equivalent experience; 1-2 years office experience; excellent analytical, communication, and organization skills; proficiency in MS Word and Excel; brokerage experience and Series 7 and Series 66 License a definite plus.

Group Analyst

A Hefren-Tillotson Group Analyst works closely with advisors and team staff to support the servicing and maintenance of client portfolios. (S)he proactively assists advisors in the creation of recommended investment strategies, gathers and analyzes information during MASTERPLAN® process, and prepares and prints portfolio reviews. The Group Analyst will assist in client portfolio management through placing trades, dollar-cost-averaging, cash flow management, tactical shift implementation, and portfolio rebalancing. (S)he will also prepare investment summary reports for clients and advisors and make client calls to give advisor approved recommendations and to confirm trade instructions.

Ideal candidate will possess a college degree in finance/economics or equivalent work experience; strong computational, mathematical and analytical skills and have an understanding of portfolio theory; and personal computer, database knowledge and advanced spreadsheet concepts. (S)he will possess their Series 7 and Series 66 licenses (or obtain immediately after hire).


Human Resources Specialist

Under general supervision, a Hefren-Tillotson HR Specialist will perform work of moderate difficulty in various human resources functions. (S)he is responsible for various recruiting activities; provides assistance with the administration of employee benefits and open enrollment process; assists with a variety of employee relations events; conducts new employee orientations; perform HRIS reporting responsibilities; acts as the lead in the development and implementation of activities and initiatives of Hefren’s Wellness program; and keep up to date with employee changes and HR information on the Firm’s intranet. The HR Specialist will provide support to the Director and Assistant Director of HR and of the day-to-day operations.

The ideal candidate will possess a college degree or equivalent experience; has an understanding of human resources law and best practices; knowledge of ADP preferred; strong focus on confidentiality and employee service; and personal computer skills, including HRIS, email, and word processing.

Operations Administrator

The Operations Administrator is responsible for the timely and accurate processing of client account documents within firm policies and procedures.  Monitoring the status of client accounts, and assisting in training Financial Assistants on new and existing policies and procedures.  Processing brokerage and direct business applications; handle securities receive and deliver, including restricted securities and legal items; process deposits, check requests, retirement contributions, asset movement and deliveries.  Under supervision, will also process margins and perform additional projects and assignments.

The ideal candidate will have strong PC knowledge; relevant college degree or equivalent work experience; excellent phone skills; and brokerage experience preferred.


The Trader handles all aspects of general trading for the Firm in addition to supporting Sr. Traders with Investment Advisory moves.  Responds to inquiries from sales representatives and firm personnel regarding trades, securities and administrative procedures.  Under supervision, services portfolios in accordance with objectives of investments programs.

The ideal candidate will have strong PC knowledge; relevant college degree or equivalent work experience; Series 7 and 66 licenses required; prefer at least 2 years industry experience, but may consider a strong candidate with less experience.

For additional employment information, please contact the Human Resources Department:

308 Seventh Avenue
Pittsburgh, PA 15222

Hefren-Tillotson is an equal opportunity employer offering competitive pay and comprehensive benefits packages.

Hefren.com is sponsored by Hefren-Tillotson, Meticulous Wealth Management Since 1948. Hefren-Tillotson is headquartered in Pittsburgh, Pennslvania and has locations in Downtown Pittsburgh, Butler, Greensburg, Wexford and Southpointe in the South Hills. Our financial advisors and investment advisors offer full service, personalized financial planning and retirement planning. Our MASTERPLAN approach can help you plan for the future with a focus on asset management and portfolio management. If you’re looking for time-tested financial advice in the Pittsburgh area, Hefren-Tillotson financial planners are here to help. Securities offered by Hefren-Tillotson, Inc., member of FINRA and SIPC.