Vice President Client Advisor
Vice President Client Advisor
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$ 140000 - 200000
1 Vacancy
Job Description
Whittier Trust is the oldest privately owned multifamily office headquartered on the West Coast providing exceptional client service and highly customized investment solutions for highnetworth 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 familys centurylong 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 todays entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of clientfocus collaboration performance and accountability family orientation and longterm 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
- Bachelors degree from an accredited 4year university
- Industry certification CTFA CFP CFA CPA preferred not essential
- Advanced degree preferred JD MBA not essential
DESIRED EXPERIENCE
- Minimum tenfifteen 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/peopleoriented
- Highly organized with good time management skills
- Meticulous attention to detail
- Valid drivers 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: $140000 $200000.
Required Experience:
Chief
Employment Type
Full-Time
