SVP-Client Advisor, Head of Office

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.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

The SVP Client Advisor and Office Manager is 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, nationally and within their local region. The SVP/EVP Head of office 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. All of this is reflected in Whittier Trust’s unusually low employee turnover rate.

This is also a 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.

• Office culture-promote collaboration among departments, coordinate office-wide internal events for staff
• Day-to day management of office, and overseeing team
  • Conduct quarterly all-office meetings
• Facilities management
  • Oversight of any expansion and or renovation projects (coordination of construction, management of budget, configuration of workspace, selection of furnishings and interior décor)
  • Oversee IT equipment requisitions, security, furniture, equipment, etc.
• Outside vendor management, including approval of office bills and negotiation and approval of new and old relationships

• Manage local office client advisory team
  • Assess workload and distribution of relationships
  • Review…