VP, Private Wealth & Client Growth

Whittier Trust Company

Austin (CO)

On-site

USD 140,000 - 200,000

Full time

6 days ago

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Benefits offered by this job

Medical, dental, vision

401(k) with company match

Long-term disability

Equity consideration

Job summary

Whittier Trust, the oldest privately owned multi-family office on the West Coast, seeks a seasoned Relationship Executive to expand awareness in Texas and nationally. You will lead client-focused wealth-management efforts and collaborate across tax, philanthropy, real estate, and investment teams.

The ideal candidate has 8–12 years in new business development with a strong professional network and proven growth of assets.

Qualifications

8–12 years 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.
Supervisory experience in a wealth-management setting.
Background in wealth management, client administration, and portfolio management or foundation services.

Responsibilities

Client Relationship Management: deliver high-touch, personalized wealth-management solutions.
Cross-Department Coordination: partner with tax, philanthropy, real estate, investment, and foundation teams.
Understand trusts, estate planning and finance documents and related legal requirements.
Develop new business by calling on network contacts and prospects to meet revenue goals.
Oversee accounts opening/closing and client investment performance reviews; participate in client meetings.