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Whittier Trust Company · 1 month ago

Vice President, Client Advisor

Menlo Park, CA

Full-time

Onsite

Senior Level, Lead/Staff

$140K/yr - $200K/yr

10+ years exp

Whittier Trust Company is the oldest privately owned multi-family office on the West Coast, providing customized investment solutions for high-net-worth individuals. The Vice President, Client Advisor will be responsible for developing new business, coordinating client matters across departments, and providing extensive personal service to clients.

Finance

Growth Opportunities

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

Qualification

TrustEstate planningNew business developmentWealth managementCTFA certificationCFA certificationClient service focusEffective communicationTeam-orientedTime managementAttention to detail

Required

Bachelor's degree from an accredited 4-year university

Minimum ten-fifteen years' experience in a similar role with a successful track record in new business development

Superior ability to identify and build relationships with qualified prospects and a proven outstanding business development track record

Established network of legal, accounting and insurance professionals in the area and surrounding communities

Successful experience in a supervisory role

Background in wealth management, client administration, and portfolio management or foundation services

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

Valid driver's license and the ability to travel by airplane

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

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

Effective communication skills

Preferred

Industry certification - CTFA, CFP, CFA, CPA preferred not essential

Advanced degree preferred - JD, MBA, not essential

Benefits

Performance bonus

Benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match

Company

Whittier Trust Company

Whittier Trust is the oldest multi-family office headquartered on the West Coast, with offices in Pasadena, Newport Beach, West Los Angeles, San Francisco, Menlo Park, San Diego, Reno, Portland, Seattle, and Austin.

Founded in 1935

South Pasadena, California, USA

201-500 employees