Fiduciary Advisor, VP Reno, NV

3 weeks ago

Reno, United States International Search Consultants Full time

ISC’s team of Financial Services Recruiters are partnering with a prominent Multi-Family Office & Trust Company on a Fiduciary Officer, VP role in Reno, NV. The Reno office is expanding and the team’s looking to add a Trust professional providing solutions for UHNW clients. The company provides a collaborative, high touch approach managing client relationships, and is well respected as a leader in the Multi-family office space. Fiduciary Advisor Requirements – Do you have the following? • Bachelor’s degree required. • JD or MBA is desired. • CPA, CFTA, CFP, and/or CFA. • 8+ years of proven experience in Trust and Estate Planning engaging with UHNW clients. • Proficient knowledge and understanding of legal documents surrounding trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers, and partnerships. • Effective communication internally/externally. • Experience with client administration, and wealth and portfolio management. • Proven business development experience capable of building lasting relationships with key individuals. • Defined leadership skills with experience guiding others on client engagement and assets management. Fiduciary Advisor Rewards – If you qualify for this opportunity the company offers the below: • High visibility with opportunities to expand the role with continued professional development. • A well-established organization with continued growth. • Competitive compensation structure with excellent benefits. • Rewarding and collaborative culture within a client focused, family-oriented firm. Fiduciary Advisor Responsibilities: • Continued new business development partnering with professional networks, utilizing direct solicitation to increase clientele, and working closely with internal key contributors and senior management. • Effectively lead a team in providing high-touch client services. • Manage UHNW client relationships with extensive client contact and a working knowledge of trust and agency account administration, including fiduciary accounting, securities, finance, real estate, taxes, and estate planning. • Collaborate internally on investments/portfolio management, planned giving/foundations, tax, insurance, and operations to ensure efficient management of client accounts. • Oversee the process of opening accounts, drafting correspondences to clients, and transferring/distributing assets. • Active contributor to internal committees on an ongoing basis as part of senior leadership. • Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records. • Partner with the investment team on scheduling clients’ investment performance reviews and monitoring trades. Referrals – Do you know someone who may be a fit? We gladly pay $500 for referrals that result in hire and keep all referrals confidential, unless you ask us to use your name. We’re looking for sharp up-and-coming Client Advisory professionals, and ideally candidates that are not looking – whose name comes to mind? Please contact

Jennifer

with referral contact information.

#J-18808-Ljbffr

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