The Company:
We value your story, how you got here, and where you are going. We work diligently to build and maintain the appropriate structures, tools, and support for every client’s uniquely evolving financial universe, and we have a story of our own. We founded IWP in 2005 to fill a void of services that we experienced as clients. Everyone wanted to manage their money – no one wanted to help with the often confusing and time-consuming realities of having wealth. With more than a decade of service to families across the country, we possess the knowledge, experience, and skills that are vital to creating and managing multiple complex family offices. To us, “family office” is not an add-on, it’s who we are!
The Position:
The goal of the Client Services Lead/Support (dependent on experience) position is to coach, facilitate, manage, execute, and advise on a breadth of financial and non-financial activities associated with our high-net-worth clients. A successful candidate in the role will be able to quickly create a trusted relationship with the client, other advisors, family members, etc.
Responsibilities:
Qualifications
Salary + Benefits: