SVP-Client Advisor

Whittier Trust Company; Menlo Park (CA); Vor Ort; USD 200.000 - 260.000; Vollzeit

Benefits dieser Stelle

Equity consideration

Medical insurance

Retirement plan

Performance bonus

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

New business development

Relationship building

Client service

Communication

Supervisory

Wealth management

Networking

Ausbildung

Bachelor’s degree

CTFA

CFP

CFA

CPA

JD

MBA

Jobbeschreibung

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.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

Primary Responsibilities

• 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 of the legal requirements that affect 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.
• 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.

Desired Education

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

Desired Experience

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

Personal Characteristics

• Strong people skills
• Client service focus
• Effective verbal and written communication skills
• High integrity with a diligent work ethic
• Team/people-oriented
• Highly organized with good time management skills
• Meticulous attention to detail
• Valid driver’s license and the ability to travel by airplane.

Compensation

A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match. Base salary range: $200,000 - $260,000.