VP/SVP-Client Advisor
About the role
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation, and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.
Responsibilities
- Apply working knowledge of legal documents encountered in trusts, estate planning, and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers, and partnership agreements.
- Understand legal requirements affecting trusts under the Principal & Income Act and Prudent Investor Act, and community and separate property issues under the Family Code.
- Develop new business by calling on network contacts and prospects; achieving calling and new business revenue goals is essential and a top priority.
- Coordinate closely with other company departments (tax, insurance, operations, real estate, investment, and foundations) regarding client matters.
- Supervise and instruct others in processes for opening and closing accounts, transferring and distributing assets, and drafting correspondence to clients, their families, agents, and professional advisors.
- Participate with the investment officer in client meetings.
- Coordinate with the investment department in scheduling clients’ investment performance reviews and monitoring investment trades.
- Coordinate with operations and tax departments to provide clients or their professionals with information required for tax filings and maintenance of accounting records.
- Complete forms, prepare internal documentation, and present periodic account reviews.
- Participate in internal committees or task forces, such as Client Services or Marketing.
- Provide extensive personal service to clients as required.
- Perform additional tasks as assigned.
Requirements
- Bachelor’s degree from an accredited 4-year university.
- Industry certification (CTFA, CFP, CFA, CPA) preferred.
- Advanced degree (JD, MBA) preferred.
- Minimum ten to fifteen years’ experience in a similar role with a successful track record in new business development.
- Superior ability to identify and build relationships with qualified prospects and a proven outstanding business development track record.
- Established network of legal, accounting, and insurance professionals in the area and surrounding communities.
- Successful experience in a supervisory role.
- Background in wealth management, client administration, portfolio management, or foundation services.
Skills
- Strong people skills and client service focus.
- Effective verbal and written communication skills.
- High integrity with a diligent work ethic.
- Team/people-oriented.
- Highly organized with good time management skills.
- Meticulous attention to detail.
- Valid driver’s license and the ability to travel by airplane.
Benefits
- Medical, dental, and vision coverage.
- Life and long-term disability insurance.
- 401(k) with company match.
Pay
Competitive base salary range: $130,000 - $220,000, plus performance bonus and equity consideration.