Vice President, Client Advisor

Join to apply for the Vice President, Client Advisor role at Whittier Trust Company

5 months ago Be among the first 25 applicants

Join to apply for the Vice President, Client Advisor role at Whittier Trust Company

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.

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, disclaimers 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, and community and separate property issues under the Family Code.
• New business activities. Call on network contacts and prospects regarding the development of new business for the firm. Achieving calling and new business revenue goals is an essential part of the job and is a top priority.
• Coordinate closely with other company departments (tax, insurance, operations, real estate, investment, and foundations) regarding client matters. Effective communication skills are essential.
• Supervise and instruct others in the processes of opening accounts and closing accounts, transferring and distributing assets, drafting correspondence to clients, clients' families, agents, and professional advisors.
• Participate with the investment officer in client meetings.
• Coordinate with the investment department in the scheduling of clients’ investment performance reviews and monitoring of investment trades.
• Coordinate with operations and tax departments to provide clients or their professionals with appropriate information required for tax filings and the maintenance of accounting records.
• Complete forms, prepare internal documentation, and present periodic account reviews.
• Participation in other internal committees or task forces, such as Client Services or Marketing.
• Provide extensive personal service to clients as required.
• Additional tasks as assigned.

DESIRED EDUCATION

Desired Experience

PERSONAL CHARACTERISTICS

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.

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 Vice President jobs in Menlo Park, CA .

Vice President, General Manager, Google Pay and Wallet

Regional Vice President, Enterprise Sales

San Mateo, CA $380,000.00-$450,000.00 3 days ago

San Jose, CA $150,000.00-$160,000.00 1 week ago

San Jose, CA $169,500.00-$291,500.00 3 weeks ago

Fremont, CA $130,000.00-$165,000.00 1 week ago

San Francisco Bay Area $320,000.00-$380,000.00 2 weeks ago

Productivity Solutions Division (PSD) VP / GM

Fremont, CA $62,000.00-$70,000.00 1 week ago

San Mateo, CA $350,000.00-$500,000.00 5 days ago

San Mateo, CA $100,000.00-$125,000.00 2 weeks ago

San Jose, CA $220,320.00-$249,280.00 6 days ago

Vice President, Scientific Data Strategy

Hayward, CA $110,000.00-$188,500.00 1 day ago

Growth Equity Senior Associate / Vice President

San Mateo, CA $150,000.00-$200,000.00 1 day ago

Director of Process Development and Engineering

Hayward, CA $220,000.00-$275,000.00 1 day ago

Sunnyvale, CA $271,000.00-$325,000.00 1 week ago

Chief of Staff to the President for Community Engagement

Fremont, CA $190,000.00-$210,000.00 1 week ago

Vice President, Mergers & Acquisitions and Partnership Development

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