VP, Wealth Client Advisory & Growth

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

Benefits offered by this job

Medical insurance

Retirement plans

Equity consideration

Performance bonus

Job summary

Whittier Trust seeks a seasoned Relationship Executive to grow and expand its high-touch wealth management services for high-net-worth clients in Texas and beyond. The role emphasizes new business development, fiduciary knowledge, and collaboration across departments to deliver customized solutions.

The candidate will lead client relationships, coordinate with tax, real estate, and investment teams, and travel to meet active clients and prospects. A strong network of professionals is essential.

Qualifications

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

Responsibilities

• Serve as the primary point of contact, delivering high-touch, personalized service and customized wealth management solutions.
• Coordinate with tax, philanthropy, real estate, investment, and foundation departments to execute client strategies.
• Work knowledge of trusts and estate planning documents, including trust agreements and powers of attorney.
• Develop new business through networking and direct solicitation of qualified prospects.
• Oversee account opening/closing, asset transfers, and client investment reviews; participate in client meetings.

Skills

Business development

Relationship management

Networking

Communication

Education

Bachelor’s degree

CTFA CFP CFA CPA

Job description

Whittier Trust seeks a seasoned Relationship Executive to grow and expand its high-touch wealth management services for high-net-worth clients in Texas and beyond. The role emphasizes new business development, fiduciary knowledge, and collaboration across departments to deliver customized solutions.

The candidate will lead client relationships, coordinate with tax, real estate, and investment teams, and travel to meet active clients and prospects. A strong network of professionals is essential.