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…...
Client Service Associate, Investment Management – Wilmington, DE (Located outside of the City).
ISC’s team of Financial Services Recruiters is partnering with a prominent Investment Firm (RIA) with offices throughout the U.S. The firm is looking for a Client Servicing Associate to join their centralized Client Advisory team in the Delaware office. The role offers tremendous long-term career development and continued growth opportunities…...
Investment Operations Associate – Wilmington, DE
Our Client is a prominent Wealth Manager (RIA) with offices throughout the U.S. Their clients include high net worth individuals, families, institutions, trusts and foundations. The firm is looking for an Operations Associate to join their centralized Ops team in the Delaware office (Outside of Wilmington). The role offers tremendous…...
Portfolio Manager, SVP – 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 to add a key member to their leadership team in Seattle. The Portfolio Manager will be responsible for managing client portfolios consisting of fixed…...
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…...
Client Service Associate / Analyst, Client Service – Wilmington, DE (Located outside of the City).
ISC’s team of Financial Services Recruiters is partnering with a prominent Investment Firm (RIA) with offices throughout the U.S. The firm is looking for a Client Servicing Associate to join their centralized Client Advisory team in the Delaware office. The role offers tremendous long-term career development and continued growth opportunities…...
Associate Trust Advisor – 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 an Associate Trust Advisor reporting into Partner level. This individual will be given the…...
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…...
