Senior Private Wealth Advisor & Trust Lead

Whittier Trust Company; Menlo Park (CA); On-site; USD 200,000 - 260,000; Full time

Benefits offered by this job

Equity consideration

Medical insurance

Retirement plan

Performance bonus

Job summary

Whittier Trust Company in Menlo Park, CA, seeks a senior relationship and business development leader to grow private client services. You will collaborate with families to deliver investment management, fiduciary, and family office solutions, drawing on a century of experience and a client-focused, collaborative culture.

The role emphasizes building relationships, expanding new business, and coordinating with tax, operations, and investment teams to support complex family needs.

Qualifications

• Bachelor’s degree from an accredited 4-year university.
• Industry certification – CTFA, CFP, CFA, CPA.
• Advanced degree preferred – JD, MBA.

Responsibilities

• Develop new business activities by calling on network contacts and prospects to achieve revenue goals.
• Coordinate with other departments (tax, insurance, operations, real estate, investment, foundations) to address client matters.
• Supervise and instruct opening/closing accounts, transferring assets, and drafting client communications.
• Participate in client meetings with the investment officer.
• Schedule client investment performance reviews and monitor investment trades with the investment department.
• Provide information for tax filings and accounting records with operations and tax teams.
• Prepare internal documentation and present periodic account reviews.
• Contribute to internal committees or task forces (Client Services, Marketing).
• Provide extensive personal service to clients as required.
• Handle additional tasks as assigned.

Skills

New business development

Relationship building

Client service

Communication

Supervisory

Wealth management

Networking

Education

Bachelor’s degree

CTFA

CFP

CFA

CPA

JD

MBA

Job description

Whittier Trust Company in Menlo Park, CA, seeks a senior relationship and business development leader to grow private client services. You will collaborate with families to deliver investment management, fiduciary, and family office solutions, drawing on a century of experience and a client-focused, collaborative culture.

The role emphasizes building relationships, expanding new business, and coordinating with tax, operations, and investment teams to support complex family needs.