Whittier Trust Company · 3 weeks ago
Vice President or Senior Vice President, Deputy General Counsel
Newport Beach, CA
Full-time
Onsite
Senior Level, Lead/Staff
$180K/yr - $300K/yr
8+ years expWhittier Trust Company is the oldest privately owned multi-family office on the West Coast, providing tailored investment solutions to high-net-worth individuals and families. The Deputy General Counsel will oversee legal activities related to fiduciary matters, regulatory compliance, and corporate issues, working closely with the General Counsel and other management.
Finance
Responsibilities
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
Qualification
Required
Bachelor's degree (B.A) from a four-year college or university
Legal qualification (JD) and current membership in CA state bar
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
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
Benefits
Performance bonus
Medical
Dental
Vision
Life
Long term disability
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.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
David Dahl
CEO
Jesse Ostroff
Vice President, Client Advisor, Philanthropic Services
Recent News
Morningstar.com
2025-09-23
2025-09-04
Company data provided by crunchbase