Vice President, Client Advisor
The Whittier Trust CompanyCalifornia, United States
Posted January 10, 2025
140000 - 200000 USD year
Full Time
About the Company
The Whittier Trust Company, founded in 1935, is the West Coast's oldest multi‑family office with offices spanning California, Nevada, Oregon, Washington, and Texas. It offers a full spectrum of family‑office services—including trust and fiduciary administration, comprehensive investment management across all asset classes, and real‑estate and energy portfolio oversight—while also providing specialized philanthropic advisory and planned‑giving solutions. Leveraging decades of experience, Whittier Trust blends a personalized, concierge‑style approach with deep market insight to help families preserve and grow wealth, support charitable missions, and navigate complex estate and business matters. The firm’s culture emphasizes long‑term partnership, integrity, and tailored solutions that adapt to each client’s unique legacy goals.
Job Description
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.
Requirements
- Working knowledge of legal documents encountered in trusts, estate planning and finance
- Working knowledge of the legal requirements that affect trusts under the Principal & Income Act and Prudent Investor Act
- Ability to build relationships with qualified prospects and a proven business development track record
- Background in wealth management, client administration, and portfolio management or foundation services
Benefits
- Competitive base salary
- Performance bonus
- Equity consideration
- Excellent medical plans
- Retirement plans
- 401(k) with company match