Senior Wealth Advisor & Trust Client Lead

The Whittier Trust Company; Austin (TX); On-site; USD 140,000 - 200,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

401(k) with company match

Long term disability

Job summary

Whittier Trust is seeking a senior trust officer/relationship executive to grow awareness of its high-touch wealth management model for high-net-worth clients. Travel to call on active clients and prospects; collaborate with internal teams on fiduciary, investment, and estate planning services.

The ideal candidate has a deep network of legal, accounting and insurance professionals, 8–12 years in wealth management, and a strong history of new business development within the region; JD/MBA or

Qualifications

• Minimum eight to twelve 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.
• Successful experience in a supervisory role.
• Background in wealth management, client administration, and portfolio management or foundation services.

Responsibilities

• Client Relationship Management: Serve as the primary point of contact, delivering high-touch, personalized service and customized wealth management solutions.
• Cross-Department Coordination: Partner internally with tax, philanthropy, real estate, investment, and foundation departments to execute client strategies.
• 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 the legal requirements that effect 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.
• Account Oversight & Reviews: Supervise account opening/closing, asset transfers, and the preparation of periodic client investment and performance reviews. Participate with the investment officer in client meetings.
• Participation in other internal committees or task forces, such as Client Services or Marketing.

Skills

Relationship management

Business development

Networking

Communication

Education

Bachelor's degree

CTFA

CFP

CFA

CPA

JD

MBA

Job description

Whittier Trust is seeking a senior trust officer/relationship executive to grow awareness of its high-touch wealth management model for high-net-worth clients. Travel to call on active clients and prospects; collaborate with internal teams on fiduciary, investment, and estate planning services.

The ideal candidate has a deep network of legal, accounting and insurance professionals, 8–12 years in wealth management, and a strong history of new business development within the region; JD/MBA or