SVP-Client 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

Menlo Park Office
525 Middlefield Rd STE 110
Menlo Park, CA 94025, USA

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

• 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.

Qualifications

Skills

Preferred

Communication

Advanced

Emotional Intell

Advanced

Business Devel

Advanced

Behaviors

Preferred

Team Player: Works well as a member of a group

Functional Expert: Considered a thought leader on a subject

Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well

Self-Starter: Inspired to perform without outside help

Goal Completion: Inspired to perform well by the completion of tasks

Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization

Education

Required

Bachelors or better.

Preferred

Juris Doctorate or better.

Masters or better.

Experience

Licenses & Certifications

Preferred

Cert Trust & Fin Advisor

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.