Fiduciary Advisor, VP

Reno, NV

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.