Whittier Trust Company
Vice President, Client Advisor
Whittier Trust Company, Los Angeles, California, United States, 90079
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Vice President, Client Advisor
role at
Whittier Trust Company .
Whittier Trust is the oldest privately owned multi‑family office on the West Coast, delivering customized investment solutions, fiduciary services, philanthropy, and family office expertise to high‑net‑worth individuals and families.
Primary Responsibilities
The position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, and partnership agreements.
The position requires a working knowledge of the legal requirements that affect trusts under the Principal & Income Act and Prudent Investor Act, as well as community and separate property issues under the Family Code.
Develop new business by calling network contacts and prospects, achieving revenue goals as a top priority.
Coordinate closely with other company departments—tax, insurance, operations, real estate, investment, and foundations—to manage client matters, ensuring effective communication.
Supervise and instruct others in the processes of opening and closing accounts, transferring and distributing assets, and drafting correspondence to clients, their families, agents, and professional advisors.
Participate with the investment officer in client meetings and coordinate scheduling of investment performance reviews and trade monitoring.
Assist operations and tax departments with client information for tax filings and accounting records.
Prepare internal documentation, present periodic account reviews, and participate in internal committees such as Client Services or Marketing.
Provide extensive personal service to clients as required and perform additional tasks as assigned.
Desired Education
Bachelor’s degree from an accredited 4‑year university.
Industry certification—CTFA, CFP, CFA, CPA preferred (not essential).
Advanced degree preferred—JD, MBA (not essential).
Desired Experience
Minimum ten‑fifteen years’ experience in a similar role with a proven track record in new business development.
Superior ability to build relationships with qualified prospects and a proven business development track record.
Established network of legal, accounting, and insurance professionals in the area.
Successful experience in a supervisory role.
Background in wealth management, client administration, or portfolio management/foundation services.
Personal Characteristics
Client service focus.
Effective verbal and written communication skills.
High integrity with a diligent work ethic.
Team‑oriented and people‑skillful.
Highly organized with strong time‑management skills.
Meticulous attention to detail.
Valid driver’s license and ability to travel by air.
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: $140,000 - $200,000.
Equal Opportunity Employer Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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Vice President, Client Advisor
role at
Whittier Trust Company .
Whittier Trust is the oldest privately owned multi‑family office on the West Coast, delivering customized investment solutions, fiduciary services, philanthropy, and family office expertise to high‑net‑worth individuals and families.
Primary Responsibilities
The position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, and partnership agreements.
The position requires a working knowledge of the legal requirements that affect trusts under the Principal & Income Act and Prudent Investor Act, as well as community and separate property issues under the Family Code.
Develop new business by calling network contacts and prospects, achieving revenue goals as a top priority.
Coordinate closely with other company departments—tax, insurance, operations, real estate, investment, and foundations—to manage client matters, ensuring effective communication.
Supervise and instruct others in the processes of opening and closing accounts, transferring and distributing assets, and drafting correspondence to clients, their families, agents, and professional advisors.
Participate with the investment officer in client meetings and coordinate scheduling of investment performance reviews and trade monitoring.
Assist operations and tax departments with client information for tax filings and accounting records.
Prepare internal documentation, present periodic account reviews, and participate in internal committees such as Client Services or Marketing.
Provide extensive personal service to clients as required and perform additional tasks as assigned.
Desired Education
Bachelor’s degree from an accredited 4‑year university.
Industry certification—CTFA, CFP, CFA, CPA preferred (not essential).
Advanced degree preferred—JD, MBA (not essential).
Desired Experience
Minimum ten‑fifteen years’ experience in a similar role with a proven track record in new business development.
Superior ability to build relationships with qualified prospects and a proven business development track record.
Established network of legal, accounting, and insurance professionals in the area.
Successful experience in a supervisory role.
Background in wealth management, client administration, or portfolio management/foundation services.
Personal Characteristics
Client service focus.
Effective verbal and written communication skills.
High integrity with a diligent work ethic.
Team‑oriented and people‑skillful.
Highly organized with strong time‑management skills.
Meticulous attention to detail.
Valid driver’s license and ability to travel by air.
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: $140,000 - $200,000.
Equal Opportunity Employer Equal Opportunity Employer. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
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