Portfolio Manager, SVP – San Francisco, CA

Our client is a leading and highly ranked Multi-Family Office with strong roots on the West Coast. Due to continued growth and expansion, they are looking to add a key member to their leadership team in San Francisco. The Portfolio Manager will be responsible for managing client portfolios consisting of…...

Client Advisory Associate – San Francisco, CA

ISC’s team of Financial Services Recruiters are partnering with a leading Investment Firm on a Client Advisory Associate opportunity in San Francisco. The Firm’s a growing RIA that takes a holistic approach and serves as their clients’ most trusted Advisor counseling on investment portfolio construction, cash flow and income tax…...

Director of Financial Planning – Seattle, WA

ISC’s team of Financial Services Recruiters are partnering with a leading Investment Firm / Multi-Family Office on a Director of Financial Planning role. The firm prides themselves on high touch relationships with their clients and a supportive, collaborative team environment. They are a fast-growing organization that embraces a culture every…...

Portfolio Management Associate – San Francisco, CA

ISC’s team of Financial Services Recruiters are partnering with a leading Investment Firm on a Portfolio Management Associate opportunity in San Francisco. The Firm’s a growing RIA that takes a holistic approach and serves as their clients’ most trusted Advisor counseling on investment portfolio construction, cash flow and income tax…...

Client Advisory Associate – San Francisco, CA

ISC’s team of Financial Services Recruiters are partnering with a leading Investment Firm on a Client Advisory Associate opportunity in San Francisco. The Firm’s a growing RIA that takes a holistic approach and serves as their clients’ most trusted Advisor counseling on investment portfolio construction, cash flow and income tax…...

Client Advisor – Menlo Park, CA

(Ability to be located in San Francisco or Menlo Park, CA) ISC’s team of Financial Services Recruiters are partnering with a leading Investment Firm / Multi-Family Office on a Wealth Advisory role. The firm prides themselves on high touch relationships with their clients and a supportive, collaborative team environment. They…...

Wealth Advisor – San Francisco Bay area

ISC’s team of Financial Services Recruiters are partnering with a leading Investment Firm / Multi-Family Office on a Wealth Advisory role. The firm prides themselves on high touch relationships with their clients and a supportive, collaborative team environment. They embrace a culture where every employee is valued, has a voice,…...