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Senior Vice President, Client Service And Investment Operations
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- ISCs 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 Client and Operations team provides high touch service to the firms Ultra-High Net Worth individuals and families.
- The Senior Vice President of this department will be highly visible within the Firm with opportunities to collaborate with other departments and in interface with Clients.
- 10 years experience in financial services specifically wealth management
- Exposure to Trusts/Estates prep preferred.
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