Whittier Trust and the Whittier Trust Company of Nevada, Inc. is the oldest and largest 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 to help them reach their long-term goals is our only mission.
Our staff of 200 dedicated professionals works with approximately 500 clients and their families to deliver a broad array of services including investment management and consulting, fiduciary, philanthropic and family office. Our founding family’s century-long history of energy and real estate investing continue to guide our activities for clients today. Entrusted with $20 billion of private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.
Whittier Trust attracts professionals who want to spend the vast majority of their day in 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 very low – evidencing a high level of engagement and career fulfillment.
This position is based in our West LA office or South Pasadena office.
COVID-19 vaccination or an application for exemption from vaccination is a requirement of employment. Further information will be provided during the application process.
All positions are considered in-person with work from home flexibility on a case by case basis.
Position Summary
The candidate will be a key member of the leadership team responsible for growing and expanding the awareness of Whittier Trust’s high touch service delivery model in the Western region and nationally. The successful candidate will be a seasoned relationship executive or trust officer with a proven business development track record who aligns well with the firm’s culture. Whittier Trust’s culture is one that is performance/accountability driven, client focused, family oriented and supports the long term career satisfaction of its employees.
This is a Client Advisor position for high net worth clients. It involves extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes and estate planning. A high priority goal for this position is the development of new business. This is accomplished by working independently, as well as with staff across the organization, through professional networking and direct solicitation of qualified prospects. The officer should have a strong established network of legal, accounting and other professionals, as well as client prospects. The officer has an assistant and together has total administrative responsibility for a book of accounts, and shares relationship management with an assigned investment officer. The job also requires the ability to travel to call on active clients, referral sources and prospective clients.
PRIMARY RESPONSIBILITIES
DESIRED EDUCATION
DESIRED EXPERIENCE
PERSONAL CHARACTERISTICS
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