Seeking the Extraordinary!

We invite you to explore career opportunities at The Colony Group, where we seek the extraordinary in all that we do.

With roots going back to 1986, The Colony Group is driven by one overarching vision: to be the leading financial advisory company in the world for clients and team members who seek meaning and joy in their lives. In our highly collaborative culture, a focus on purpose, connection, lifelong learning, diversity and inclusion, sustainability, and leadership development is core to our collective success. We strive to attract, develop, and engage the best talent in the industry to provide top investment, wealth and business management, tax, and other financial advisory services to high-net-worth and ultra-high-net-worth private and institutional clients. Across our hybrid working environment, we put our people first and focus on developing exciting career paths, prioritizing the physical and mental wellness of our people and offering a culture where the needs of our employees and clients come first. We are united by our commitment to teamwork, collaboration, doing meaningful work, and having fun together, as well as fostering an environment where each person can thrive as part of a broader community.

Join The Colony Group in making your everyday extraordinary!
The Colony Group Logo - Careers at The Colony Group

Why Colony?

Connected By Values

Our greatest asset is our people

We are more than a company, we are a team connected through our deep respect for each other, our shared values, and our passion for serving our clients and our communities. We celebrate and support our diversity with about half of our top management team and half of all of our employees comprised of women. While our team members have diverse backgrounds, upbringings and experiences, we remain committed to providing even more opportunities for those who are underrepresented in the financial services industry.

Our path – Your career

We are committed to supporting the career goals of our people through clearly defined career paths within each of our divisions. We believe in fostering each team member’s true potential through mentorship and leadership opportunities. Our goal is for all of our team members to work in their zones of genius whether that’s in their chosen career or in another role that they discover while working here.

Supporting Lifelong Learning

The Lisa Poff Bold and Brilliant Scholarship is awarded annually to a colleague who shares a commitment to learning and exploring new challenges. To be eligible for the scholarship, applicants will have been full-time employees and in good standing at The Colony Group for a minimum of two years. Eligible programs include academic or professional courses, certifications, advanced degrees, leadership and coaching, and other development programs.

Lisa Poff

Bold and Brilliant Scholarship

Lisa Poff was an extraordinary person who exemplified all of colony’s values, most notably her passion as a lifelong learner and her drive to explore new challenges. Lisa brought out the best in each person who had the privilege of working with her by encouraging everyone to step outside their comfort zone and embrace their zone of genius. She did so in her own personable, thoughtful, and convincing manner. Lisa’s passion for learning and developing her team and other colleagues led to growth and achievement both for the company, and for the people who surrounded her. She was a coal advocate for many at colony, and her support of them made them better professionals and better humans.

A potential path to partnership

With over 70 principals, The Colony Group is proud to offer a clear path to meaningful equity sharing not just for a small group of senior advisors but for those employees who excel at what they do, make invaluable contributions to our clients and our firm, and perpetuate our mission and vision.
Our #1 shared value is Lifelong Learning and Improvement. To continue these pursuits, we founded Colony U. Here, our team members have easy access to CE courses, business development expertise, technology training, mindfulness classes, and courses from visionaries and leaders. Our Colony Book Club, hosted by our CEO, Michael Nathanson, brings us closer together as we share new ideas and expand our collective knowledge.