Senior Wealth Advisor & Client Strategy Leader

Whittier Trust Company; Seattle (WA); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Performance bonus

Equity consideration

Medical insurance

Dental insurance

Vision insurance

Retirement plans

401(k) with company match

Job summary

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.

The role focuses on new business development, coordinating with tax, insurance, operations, and investment teams to deliver comprehensive wealth management solutions and service to clients.

Qualifications

• Bachelor’s degree from an accredited 4-year university.
• Industry certification – CTFA, CFP, CFA, CPA preferred not essential.
• Advanced degree preferred – JD, MBA, not essential.
• Minimum ten-fifteen years’ experience in a similar role with a successful track record in new business development.
• Established network of legal, accounting and insurance professionals in the area and surrounding communities.

Responsibilities

• 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.

Skills

Emotional intelligence

Communication

Business development

Client services

Team leadership

Education

Bachelor’s degree

CTFA, CFP, CFA, CPA preferred

JD or MBA preferred

Job description

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.

The role focuses on new business development, coordinating with tax, insurance, operations, and investment teams to deliver comprehensive wealth management solutions and service to clients.