A distinguished independent wealth management firm is seeking a Vice President, Portfolio Manager to join its investment team. This is a strategic role for an experienced professional to oversee customized, multi-asset class portfolios on behalf of high-net-worth individuals and families. The ideal candidate brings over a decade of experience managing global portfolios…...
Client Advisor Los Angeles, CA
Our client is a rapidly growing investment management firm headquartered in Newport Beach, CA. The Firm manages over $1 billion in AUM and is a part of a larger Multi Family Office with over $24 billion in AUM. They provide investment management services to private clients and manage three fixed-income…...
Client Advisory Associate Newport Beach, CA
ISC’s team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisory Associate opportunity. They are looking to add key players to their Orange County office as they continue to grow and expand. The Client Advisory Associate will be instrumental…...
Client Service Associate – San Francisco Area
ISC’s team of Financial Services Recruiters has been retained by a growing investment firm. The firm specializes in providing customized investment management and investment advisory services to their clients – Ultra-High Net Worth individuals, families, trusts, foundations, and endowments. They’re seeking a talented Client Service Associate to join their centralized team…...
