Whittier Trust Company
Vice President or Senior Vice President, Deputy General Counsel
Whittier Trust Company, Newport Beach, California, United States, 92659
Vice President or Senior Vice President, Deputy General Counsel
Join to apply for the
Vice President or Senior Vice President, Deputy General Counsel
role at
Whittier Trust Company Vice President or Senior Vice President, Deputy General Counsel
1 day ago Be among the first 25 applicants Join to apply for the
Vice President or Senior Vice President, Deputy General Counsel
role at
Whittier Trust Company Get AI-powered advice on this job and more exclusive features. 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 Deputy General Counsel will report to and work closely with the General Counsel and Associate Counsel over all aspects of legal activity affecting the company and it’s affiliated entities (including a newly launched RIA), relating to fiduciary matters and regulatory, employment, compliance and general corporate issues.
Essential Functions
Advising on trust and fiduciary matters, including review of trust documents and prospective relationships and legal matters affecting fiduciary accounts.
Working with outside counsel, client counsel and internal management on broad range of matters, including trust and fiduciary, investment/securities, real estate, litigation, employment, HR and regulatory issues.
Participating in compliance and regulatory functions.
Reviewing and drafting of corporate documents and analysis of corporate contracts and transactions.
Participating in business development activities.
Desired Credentials/Education
Ad hoc responsibilities, as required.
Bachelor’s degree (B.A) from a four-year college or university Legal qualification (JD) and current membership in CA state bar
Desired Experience
Minimum of 8 years relevant experience, including experience in house and/or at a law firm with highly regarded trust and estate, fiduciary, investment banking expertise. Strong background in advising on fiduciary activities, including trust administration. Excellent analytical skills and judgment. Excellent verbal and written communication and interpersonal skills. Ability to work effectively as part of management team. Ability to evaluate and develop strategies for resolving legal risks and implications. Ability to balance and effectively handle numerous priorities. Membership in California state bar.
PERSONAL CHARACTERISTICS
Strong people skills 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
Compensation
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $180,000 - $300,000. Seniority level
Seniority level Executive Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Whittier Trust Company by 2x Get notified about new Senior Vice President jobs in
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Join to apply for the
Vice President or Senior Vice President, Deputy General Counsel
role at
Whittier Trust Company Vice President or Senior Vice President, Deputy General Counsel
1 day ago Be among the first 25 applicants Join to apply for the
Vice President or Senior Vice President, Deputy General Counsel
role at
Whittier Trust Company Get AI-powered advice on this job and more exclusive features. 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 Deputy General Counsel will report to and work closely with the General Counsel and Associate Counsel over all aspects of legal activity affecting the company and it’s affiliated entities (including a newly launched RIA), relating to fiduciary matters and regulatory, employment, compliance and general corporate issues.
Essential Functions
Advising on trust and fiduciary matters, including review of trust documents and prospective relationships and legal matters affecting fiduciary accounts.
Working with outside counsel, client counsel and internal management on broad range of matters, including trust and fiduciary, investment/securities, real estate, litigation, employment, HR and regulatory issues.
Participating in compliance and regulatory functions.
Reviewing and drafting of corporate documents and analysis of corporate contracts and transactions.
Participating in business development activities.
Desired Credentials/Education
Ad hoc responsibilities, as required.
Bachelor’s degree (B.A) from a four-year college or university Legal qualification (JD) and current membership in CA state bar
Desired Experience
Minimum of 8 years relevant experience, including experience in house and/or at a law firm with highly regarded trust and estate, fiduciary, investment banking expertise. Strong background in advising on fiduciary activities, including trust administration. Excellent analytical skills and judgment. Excellent verbal and written communication and interpersonal skills. Ability to work effectively as part of management team. Ability to evaluate and develop strategies for resolving legal risks and implications. Ability to balance and effectively handle numerous priorities. Membership in California state bar.
PERSONAL CHARACTERISTICS
Strong people skills 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
Compensation
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $180,000 - $300,000. Seniority level
Seniority level Executive Employment type
Employment type Full-time Job function
Job function Other Referrals increase your chances of interviewing at Whittier Trust Company by 2x Get notified about new Senior Vice President jobs in
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Long Beach, CA $212,352.00-$237,804.00 5 days ago Long Beach, CA $275,000.00-$300,000.00 2 weeks ago Director, Business Delivery - Pet Insurance (REMOTE)
SVP, Relationship Manager, Middle Market
VP of Quality, Patient Safety & Transformation
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Irvine, CA $200,900.00-$361,600.00 2 weeks ago Newport Beach, CA $130,000.00-$170,000.00 5 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr