Senior Trust & Wealth Advisor

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

Job summary

Whittier Trust is seeking an experienced senior wealth advisor to lead new business development and client relationship management in Menlo Park. The role emphasizes fiduciary duties, family-office services, and tailored investment solutions for high-net-worth families.

You will collaborate with tax, legal, and investment teams to deliver comprehensive service, while supervising staff in client administration and account management.

Qualifications

• 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.

Responsibilities

• Develop new business by calling on network contacts and prospects to achieve revenue goals.
• Coordinate with tax, insurance, operations, real estate, investment, and foundations to serve client matters.
• Supervise and instruct others in opening/closing accounts, drafting client communications, and asset transfers.

Skills

Client service

Verbal communication

Written communication

Integrity

Teamwork

Time management

Attention to detail

Travel readiness

Education

Bachelor’s degree

Industry certification – CTFA, CFP, CFA, CPA

Advanced degree (JD, MBA)

Job description

Whittier Trust is seeking an experienced senior wealth advisor to lead new business development and client relationship management in Menlo Park. The role emphasizes fiduciary duties, family-office services, and tailored investment solutions for high-net-worth families.

You will collaborate with tax, legal, and investment teams to deliver comprehensive service, while supervising staff in client administration and account management.