Senior Wealth Relationship Executive – Trust & Family Office

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

Benefits offered by this job

Equity consideration

401(k) with match

Medical plan

Dental plan

Vision plan

Job summary

Whittier Trust, the oldest privately owned multi-family office, seeks a senior trust officer to grow and expand its high-touch service model in Texas and nationally. You will manage a book of accounts, develop new business, and travel to call on clients and prospects, leveraging an established network of professionals to deliver fiduciary, investment, and estate planning solutions.

Ideal candidates bring 8–12 years in wealth management, a strong business development track record, and a

Qualifications

• Eight to twelve years of experience in a similar role with a successful track record in new business development.
• Proven ability to identify and build relationships with qualified prospects.
• Established network of legal, accounting and insurance professionals in the area.

Responsibilities

• Serve as the primary point of contact delivering high-touch, personalized wealth management solutions.
• Partner with tax, philanthropy, real estate, investment, and foundation departments to execute client strategies.
• Travel to call on active clients, referral sources and prospects to develop new business.
• Supervise account opening/closing, asset transfers, and performance reviews with investment officers.

Skills

Relationship management

Business development

Networking

Client service

Travel

Wealth management

Education

Bachelor's degree

CTFA

CFP

CFA

CPA

JD or MBA

Job description

Whittier Trust, the oldest privately owned multi-family office, seeks a senior trust officer to grow and expand its high-touch service model in Texas and nationally. You will manage a book of accounts, develop new business, and travel to call on clients and prospects, leveraging an established network of professionals to deliver fiduciary, investment, and estate planning solutions.

Ideal candidates bring 8–12 years in wealth management, a strong business development track record, and a