MAI Capital Management

Wealth Advisor

Bachelor's degree required; 3+ years client-facing wealth management or financial advisory experience; CFP/CFA/CPA strongly preferred; strong communication and client service skills.

Compliance Specialist

3+ years in administration, operations or compliance; degree in business/finance; proficiency with CRM and MS Office; familiarity with SCT, Advent APX/Moxy/Rules Manager, FactSet; data extraction and analysis.

Client Service Specialist

Bachelor’s degree (or equivalent) and 2-6 years client service or operations experience in wealth management; proficient in Microsoft Office; CRM experience; knowledge of financial accounts and investments; strong organization and communication.

Bachelor’s degree and/or equivalent experience; 2-5 years client service in financial industry; MS Office; CRM experience a plus.

Bachelor's degree required; 3+ years client-facing wealth management; CFP/CFA/CPA strongly preferred; strong communication and relationship management.

Portfolio Manager

5+ years in investment management; CFA charter holder or candidate; Bachelor’s in Finance or Economics; broad background in financial markets.

Accounts Receivable Specialist

Bachelor’s in Accounting or equivalent; 1-2 years AR experience; knowledge of AR systems; proficient in MS Office.

Senior Wealth Advisor

Bachelor’s degree; CFP required; 5+ years client-facing wealth management experience; strong planning, investments, and relationship skills.

Senior Accountant

Bachelor's in Accounting/Finance; 5+ years public or related experience; GAAP knowledge; Oracle or NetSuite experience; CPA or CPA candidate; advanced Excel.

Senior Client Service Specialist

Senior client service role in wealth management with training/mentoring responsibilities.

Senior Operations Specialist

3+ years securities operations; knowledge of equity/fixed income; CSOP/CTOP a plus; proficient in Microsoft Office.

Alternative Investments Analyst

5+ years in alternative investments; CFA charter holder or candidate; Bachelor's in Finance/Accounting/Economics; strong Excel and MS Office skills.

Senior Financial Planner

Bachelor's in finance or related field; 5+ years financial planning with wealth management clients; CFP designation; proficient with eMoney and planning software.

Operations Specialist

Process daily operational requests: onboarding, maintenance, transactions, billing; 1-3 years securities operations; MS Office proficiency.

Administrative Assistant

Provide admin support; data entry, invoicing, and office tasks; part-time (<25 hrs/week); MS Office and QuickBooks proficiency; 2–3 years experience; HS diploma required.

10+ years in financial planning and investment advisory for high-net-worth clients; CFP preferred; Bachelor’s in Accounting or Finance preferred.

Marketing Coordinator

3+ years in marketing or project management; Bachelor's degree preferred; proficient with LinkedIn, social platforms, and marketing tech; strong organization; able to lead cross-functional projects.

Title	Location	Date
Wealth Advisor Full Time · $90K-$120K · 3+ YOE Independence, Ohio, United States · Onsite	Independence, Ohio, United States Onsite	Apr 29, 2026
Compliance Specialist Full Time · $58K-$72K · 3+ YOE Independence, Ohio, United States · Onsite	Independence, Ohio, United States Onsite	Apr 29, 2026
Client Service Specialist Full Time · $52K-$65K · 2+ YOE Madison, Connecticut, United States · Onsite	Madison, Connecticut, United States Onsite	Apr 21, 2026
Client Service Specialist Full Time · $50K-$60K · 2+ YOE Independence, Ohio, United States · Onsite	Independence, Ohio, United States Onsite	Apr 16, 2026
Wealth Advisor Full Time · $90K-$150K · 3+ YOE Ashburn, Virginia, United States · Onsite	Ashburn, Virginia, United States Onsite	Apr 15, 2026
Portfolio Manager Full Time · 5+ YOE Independence, Ohio, United States · Hybrid	Independence, Ohio, United States Hybrid	Apr 2, 2026
Accounts Receivable Specialist Full Time · $50K-$55K · 1+ YOE Independence, Ohio, United States · Onsite	Independence, Ohio, United States Onsite	Mar 25, 2026
Senior Wealth Advisor Full Time · $140K-$175K · 5+ YOE Bannockburn, Illinois, United States · Onsite	Bannockburn, Illinois, United States Onsite	Mar 17, 2026
Senior Accountant Full Time · $73K-$100K · 5+ YOE Independence, Ohio, United States · Onsite	Independence, Ohio, United States Onsite	Mar 12, 2026
Senior Client Service Specialist Full Time · 7+ YOE New Castle, Pennsylvania, United States · Onsite	New Castle, Pennsylvania, United States Onsite	Mar 6, 2026
Senior Operations Specialist Full Time · $55K-$63K · 3+ YOE Independence, Ohio, United States · Onsite	Independence, Ohio, United States Onsite	Mar 4, 2026
Alternative Investments Analyst Full Time · $100K-$115K · 5+ YOE Reston, Virginia, United States · Onsite	Reston, Virginia, United States Onsite	Feb 20, 2026
Senior Financial Planner Full Time · 5+ YOE Independence, Ohio, United States · Onsite	Independence, Ohio, United States Onsite	Feb 4, 2026
Operations Specialist Full Time · $50K-$56K · 1+ YOE Independence, Ohio, United States · Onsite	Independence, Ohio, United States Onsite	Feb 4, 2026
Administrative Assistant Part Time · $40K-$46K · 2+ YOE Marriottsville, Maryland, United States · Onsite	Marriottsville, Maryland, United States Onsite	Jan 7, 2026
Senior Wealth Advisor Full Time · $120K-$150K · 10+ YOE North Canton, Ohio, United States · Hybrid	North Canton, Ohio, United States Hybrid	Jan 6, 2026
Marketing Coordinator Full Time · $55K-$65K · 3+ YOE Independence, Ohio, United States · Onsite	Independence, Ohio, United States Onsite	Jan 6, 2026

Activities	Wealth managementInvestment advisoryFinancial planningTax servicesFamily office services
Headquarters	US
Industries	Financial Services
Name	MAI Capital Management
Employees	675
Type	Private
Parent Company	Galway Holdings
Subsidiaries	Evoke AdvisorsGeier Financial ManagementLOC Investment AdvisersSummit Financial AdvisorsJ.W. Coons Advisors
Tagline	Provides investment management and financial planning for private clients.
Founded	1,973
Website	mai.capital
Latest Funding Round	Private Equity
Latest Funding Year	2,021
Latest Investors	Galway Holdings

MAI Capital Management

About MAI Capital Management