ISC’s team of Financial Services Recruiters are partnering with a premier firm in Los Angeles. Our client is a highly regarded and rapidly growing multi-family office serving Ultra-High-Net-Worth (UHNW) individuals and families. They are seeking an experienced Senior Family Advisor to join their collaborative team and serve as a…...
Marketing & Client Experience Manager Seattle, WA
ISC’s team of Financial Services Recruiters have been retained by a growing multi-family office serving ultra-high-net-worth families, entrepreneurs, and business owners, seeking a Marketing & Client Experience Manager to support the continued expansion of its brand and client experience. This role is ideal for someone who thrives in a fast-paced,…...
Associate Advisor Seattle, WA
ISC's Financial Services Recruiting Team is partnering with a prominent Registered Investment Advisor (RIA) with offices across the United States. The firm specializes in delivering customized wealth management and investment advisory solutions to ultra-high-net-worth individuals, business owners, entrepreneurs, and multi-generational families. Our client is seeking an Associate Advisor to support…...
Major Gifts Officer (Non-profit) Remote
ISC’s team of Nonprofit Recruiters is partnering with a national nonprofit on a Major Gifts Officer (MGO) opportunity. Our client is dedicated to advancing human connection as a critical component of collective well-being, working across sectors to address social isolation and loneliness. The Major Gifts Officer plays a key…...
VP – SVP Portfolio Manager Seattle, WA On-site
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…...
The advisor shortage in US wealth management
Demand is strong. Capturing it will require wealth managers to tackle the impending shortage of advisors. Following several years of economic crosscurrents and fluctuating performance, the US wealth management industry is entering 2025 from a position of strength, with solid fundamentals in place. Demand for its services continues to grow as…...
2025 Global Wealth and Asset Management Outlook
Firms can “stay fit” by leveraging brand value and culture, personalizing products, harnessing data and smartly navigating regulation. The past year has been one of uncertainty and volatility — but also of growth. 2025 will again push firms to evolve in response to changing market, client and staff expectations. Many…...
The Cost of Trying to Time the Market: A Risky Gamble
Investing in the stock market is a time-honored method for building wealth. However, not all investment strategies are created equal. One of the most misguided strategies is market timing—attempting to predict market movements and make buy or sell decisions accordingly. While the allure of buying low and selling high is…...
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…...
Financial Planning: A Step-by-Step Guide
A financial plan paints a comprehensive picture of your current finances, your financial goals and any strategies you've set to achieve those goals. Good financial planning should include details about your cash flow, savings, debt, investments, insurance and any other elements of your financial life. Read the full article at:…...
Robo Advisors vs. Financial Advisors |
Here’s what you need to know about robo advisors (also called automated investing) and how it’s different from working with a real-life financial advisor. Investing can feel overwhelming, especially if you’re new to it, are exploring new types of investments, or have complex finances. Working with a financial advisor is…...
How to Create an Investment Portfolio for Long Run
If you want to stay on track financially, you'll have to be diligent about every financial decision you make. Whether big or small, these decisions have the potential to impact your financial status. Here are some tips on how to develop healthy financial habits that can help you achieve your…...
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…...
