ISC’s team of Financial Services Recruiters are partnering with a prominent Multi-Family Office & Trust Company on a Fiduciary Officer, VP role in Reno, NV.
The Reno office is expanding and the team’s looking to add a Trust professional providing solutions for UHNW clients. The company provides a collaborative, high touch approach managing client relationships, and is well respected as a leader in the Multi-family office space.
Fiduciary Advisor Requirements – Do you have the following?
• Bachelor’s degree required.
• JD or MBA is desired.
• CPA, CFTA, CFP, and/or CFA.
• 8+ years of proven experience in Trust and Estate Planning engaging with UHNW clients.
• Proficient knowledge and understanding of legal documents surrounding trusts, estate planning and finance, including
trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers, and partnerships.
• Effective communication internally/externally.
• Experience with client administration, and wealth and portfolio management.
• Proven business development experience capable of building lasting relationships with key individuals.
• Defined leadership skills with experience guiding others on client engagement and assets management.
Fiduciary Advisor Rewards – If you qualify for this opportunity the company offers the below:
• High visibility with opportunities to expand the role with continued professional development.
• A well-established organization with continued growth.
• Competitive compensation structure with excellent benefits.
• Rewarding and collaborative culture within a client focused, family-oriented firm.
Fiduciary Advisor Responsibilities:
• Continued new business development partnering with professional networks, utilizing direct solicitation to increase
clientele, and working closely with internal key contributors and senior management.
• Effectively lead a team in providing high-touch client services.
• Manage UHNW client relationships with extensive client contact and a working knowledge of trust and agency
account administration, including fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
• Collaborate internally on investments/portfolio management, planned giving/foundations, tax, insurance, and operations
to ensure efficient management of client accounts.
• Oversee the process of opening accounts, drafting correspondences to clients, and transferring/distributing assets.
• Active contributor to internal committees on an ongoing basis as part of senior leadership.
• Coordinate with tax and operations departments to provide clients with information required for tax filings and
management of accounting records.
• Partner with the investment team on scheduling clients’ investment performance reviews and monitoring trades.
How to Apply:
Click Here to Apply
Please contact Jennifer Crook, , 800.319.9670.
Referrals – Do you know someone who may be a fit?
We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We’re looking for sharp up-and-coming Client Advisory professionals, and ideally candidates that are not looking – whose name comes to mind? Please contact Jennifer with referral contact information.
