ISC’s team of Financial Services Recruiters are partnering with a prominent Multi-Family Office & Trust Company on a Client Advisor opportunity in South Pasadena. They are looking to add key members to their team in South Pasadena and Orange County (AVP Level) as well as multiple team members in San…...
Client Service Associate – Alexandria, VA
Our Client is a prominent and rapidly growing Multi-Family Office and Wealth Manager with close to 3B in AUM. Their clients include high net worth individuals, families, institutions, trusts, and foundations. The firm is looking for a Client Service Associate to join Alexandria office and work closely with their Chief…...
Investment Associate – San Francisco, CA
ISC’s team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. 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. The role offers tremendous long-term career…...
Investment Associate – Seattle, WA
ISC’s team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. 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. The role offers tremendous long-term career…...
Client Advisor, AVP – San Francisco, CA
ISC’s team of Financial Services Recruiters are partnering with a prominent Multi-Family Office & Trust Company on a Client Advisor opportunity in the Bay Area. They are looking to add multiple key members to their l team in San Francisco. (AVP, VP and SVP Levels) as well as AVP in…...
Client Advisor, VP – 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 for add a key member to their leadership team in San Francisco. The Client Advisor will be responsible for growing and expanding the firm…...
Investment Operations Associate – Alexandria, VA
Our Client is a prominent and rapidly growing Multi-Family Office/Wealth Manager with close to $3B in AUM. Their clients include high net worth individuals, families, institutions, trusts and foundations. The firm is looking for an Operations Associate to join the Alexandria office and work closely with their Chief Operating Officer…...
Senior Vice President/Director of Client Service and Investment Operations – Wilmington, DE
ISC’s team of Financial Services Recruiters is partnering with a prominent Wealth Manager (RIA) with offices throughout the U.S. 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. The firm is looking for a…...
Fiduciary Tax Specialist – Wilmington, DE
ISC’s team of Financial Services Recruiters are currently partnering with a prominent Wealth Manager and Multi-Family Office (RIA) with offices throughout the U.S. Their clients include Ultra-High-Net-Worth individuals, families, institutions, trusts and foundations with 200MM and above in investible assets. The firm is looking for a Fiduciary Tax Specialist professional…...
Client Advisory Associate, AVP – Newport Beach, CA
ISC’s team of Financial Services Recruiters are partnering with a prominent Multi-Family Office & Trust Company on a Client Advisory Associate opportunity in Orange County, CA. The Client Advisory Associate will support UHNW Clients in high touch relationship management and transactional support. This individual will partner with a Sr. Client…...
Trust Officer / Trust Associate – Reno, NV
(Relocation Available) ISC’s team of Financial Services Recruiters are partnering with a prominent Multi-Family Office & Trust Company on an Associate Trust Advisor opportunity in Reno, NV. The Reno office is growing, and the team’s looking to add a Trust Officer reporting into Partner level. This individual will be given…...
Trust Officer – Wilmington, DE
Our client is a prominent and well-established Wealth Manager with a presence throughout the U.S and internationally. The Wilmington, DE office serves as the Trust Company for the Firm and due to continued growth, the team is looking for an experienced Trust Officer (JD) to join their collaborative team. The…...
Trust Officer – Reno, NV
(Relocation Assistance Fully Provided) Our client is a leading and highly ranked Trust Company servicing a select group of Family Offices. Due to continued growth and expansion, they are looking for add a key member to their growing office in Reno. The Trust Officer will be responsible for day-to-day trust…...
Investment Associate – Seattle, WA
ISC’s team of Financial Services Recruiters are partnering with a prominent Multi-Family Office & Trust Company on an Investment Associate role. The role offers tremendous long-term career development and continued growth opportunities as they continue to expand. The Investment Associate will be instrumental in partnering with UHNW Clients and will…...
Client Advisor / Trust Officer, VP – Seattle, WA
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 for add a key member to their leadership team in Seattle. The Client Advisor will be responsible for growing and expanding the firm through…...
Client Advisor – Trust Officer, VP – Reno, NV
(Relocation Assistance Provided) 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 for add a key member to their growing office in Reno. The Client Advisor will be responsible for growing and expanding…...
