Senior Client Advisor & Regional Office Leader
Listed on 2026-10-12
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Management
Wealth Management, Client Relationship Management
Whittier Trust is seeking an SVP Client Advisor and Office Manager to lead the Western region’s high-touch service delivery and to grow awareness nationally. This seasoned leader will manage a book of relationships, drive new business through a broad network of professionals, and coordinate office operations with a direct reporting line to senior leadership.
The role requires extensive client contact, fiduciary knowledge, and the ability to travel to engage active clients, referral sources, and
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This posting is for the Senior Client Advisor & Regional Office Leader role at Whittier Trust Company, based in Austin, TX, United States.
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