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 familys 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 todays 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.
JOB PURPOSE
The Brand Designer Integrated Marketing under the direction of the Vice President Marketing supports the execution of Whittier Trusts marketing and brand initiatives through the creation of polished high-quality visual materials across print digital and event platforms.
This role is designed for a hands-on creative professional with 36 years of experience who brings strong technical skill brand sensibility and organizational excellence. The designer will create cohesive materials for campaigns events thought leadership presentations and digital assets that reflect Whittier Trusts multifamily office expertise and five pillars of service.
The position requires exceptional attention to detail reliability and the ability to manage multiple projects from concept through production in a fast-paced high-touch environment.
ESSENTIAL FUNCTIONS
1. | Design & Creative Production: Design and produce creative materials across print and digital platforms including advertisements brochures event collateral invitations social media graphics and email templates. Apply and evolve Whittier Trusts brand guidelines with clarity and consistency to maintain a refined and professional visual identity. | |
2. | Digital & Email Design: Create assets for marketing automation and digital channels including emails headers landing pages and website visuals. Ensure designs are optimized for responsiveness and accessibility. Support event programs by designing branded assets for event management platforms such as Cvent Blackthorn or comparable tools. | |
3. | Production & Project Management: Manage multiple design projects simultaneously from concept to completion ensuring all deliverables meet brand standards timelines and production requirements. Prepare press-ready and digital production files coordinate with vendors review proofs and maintain organized design archives. Communicate proactively with stakeholders to manage expectations and project flow. | |
4. | Brand Stewardship & Collaboration: Work closely with the Vice President Marketing to ensure all creative materials reflect the firms brand standards and marketing objectives. Collaborate with the Events Content and Client Services teams to design materials that enhance communications and reinforce brand cohesion. Provide creative input during brainstorming sessions and help implement consistent design systems across offices. | |
5. | Presentation & Visual Support: Design PowerPoint templates visual charts and layouts for presentations and reports. Support internal and client-facing materials with professional formatting that aligns with Whittiers visual standards. | |
| TOTAL: | |
DESIRED SKILLS
- Advanced proficiency in Adobe Creative Suite (InDesign Illustrator Photoshop).
- Proficiency in Canva for collaboration and efficient content production.
- Experience designing within marketing automation platforms such as Salesforce Account Engagement (Pardot).
- Experience supporting event branding within Cvent Blackthorn or comparable tools.
- Understanding of responsive and accessible design for digital and email content.
- Strong foundation in layout typography composition and visual hierarchy.
- Proven ability to manage multiple projects timelines and competing priorities.
- Experience preparing production-ready files for both print and digital output.
- Organized detail-oriented and comfortable in a high-standards environment.
- Collaborative mindset and ability to work effectively under the direction of leadership.
- Professional demeanor and ability to maintain discretion and confidentiality.
- Experience working with or designing for luxury brands family offices or professional services firms preferred.
DESIRED QUALIFICATIONS
- Bachelors degree in Graphic Design Visual Communications Marketing or a related field or equivalent experience.
- 36 years of professional design experience (agency or in-house).
- Portfolio demonstrating brand campaign and marketing design capabilities (link encouraged but not required).
- Experience designing for email campaigns and event programs strongly preferred.
- Familiarity with Salesforce platforms including Account Engagement (Pardot) and experience integrating creative assets into marketing workflows.
- High professional standards organization and attention to detail.
- Demonstrated commitment to confidentiality and discretion when handling firm or client materials.
COMPENSATION
Base salary range
$90000 - $120000 annually
Salary may vary depending on job-related factors including but not limited to skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical dental and vision coverage 401(k) life insurance paid time off and a Wellness Program. Annual bonus incentive pay and/or equity may also apply depending upon the role.
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 deliv...
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 familys 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 todays 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.
JOB PURPOSE
The Brand Designer Integrated Marketing under the direction of the Vice President Marketing supports the execution of Whittier Trusts marketing and brand initiatives through the creation of polished high-quality visual materials across print digital and event platforms.
This role is designed for a hands-on creative professional with 36 years of experience who brings strong technical skill brand sensibility and organizational excellence. The designer will create cohesive materials for campaigns events thought leadership presentations and digital assets that reflect Whittier Trusts multifamily office expertise and five pillars of service.
The position requires exceptional attention to detail reliability and the ability to manage multiple projects from concept through production in a fast-paced high-touch environment.
ESSENTIAL FUNCTIONS
1. | Design & Creative Production: Design and produce creative materials across print and digital platforms including advertisements brochures event collateral invitations social media graphics and email templates. Apply and evolve Whittier Trusts brand guidelines with clarity and consistency to maintain a refined and professional visual identity. | |
2. | Digital & Email Design: Create assets for marketing automation and digital channels including emails headers landing pages and website visuals. Ensure designs are optimized for responsiveness and accessibility. Support event programs by designing branded assets for event management platforms such as Cvent Blackthorn or comparable tools. | |
3. | Production & Project Management: Manage multiple design projects simultaneously from concept to completion ensuring all deliverables meet brand standards timelines and production requirements. Prepare press-ready and digital production files coordinate with vendors review proofs and maintain organized design archives. Communicate proactively with stakeholders to manage expectations and project flow. | |
4. | Brand Stewardship & Collaboration: Work closely with the Vice President Marketing to ensure all creative materials reflect the firms brand standards and marketing objectives. Collaborate with the Events Content and Client Services teams to design materials that enhance communications and reinforce brand cohesion. Provide creative input during brainstorming sessions and help implement consistent design systems across offices. | |
5. | Presentation & Visual Support: Design PowerPoint templates visual charts and layouts for presentations and reports. Support internal and client-facing materials with professional formatting that aligns with Whittiers visual standards. | |
| TOTAL: | |
DESIRED SKILLS
- Advanced proficiency in Adobe Creative Suite (InDesign Illustrator Photoshop).
- Proficiency in Canva for collaboration and efficient content production.
- Experience designing within marketing automation platforms such as Salesforce Account Engagement (Pardot).
- Experience supporting event branding within Cvent Blackthorn or comparable tools.
- Understanding of responsive and accessible design for digital and email content.
- Strong foundation in layout typography composition and visual hierarchy.
- Proven ability to manage multiple projects timelines and competing priorities.
- Experience preparing production-ready files for both print and digital output.
- Organized detail-oriented and comfortable in a high-standards environment.
- Collaborative mindset and ability to work effectively under the direction of leadership.
- Professional demeanor and ability to maintain discretion and confidentiality.
- Experience working with or designing for luxury brands family offices or professional services firms preferred.
DESIRED QUALIFICATIONS
- Bachelors degree in Graphic Design Visual Communications Marketing or a related field or equivalent experience.
- 36 years of professional design experience (agency or in-house).
- Portfolio demonstrating brand campaign and marketing design capabilities (link encouraged but not required).
- Experience designing for email campaigns and event programs strongly preferred.
- Familiarity with Salesforce platforms including Account Engagement (Pardot) and experience integrating creative assets into marketing workflows.
- High professional standards organization and attention to detail.
- Demonstrated commitment to confidentiality and discretion when handling firm or client materials.
COMPENSATION
Base salary range
$90000 - $120000 annually
Salary may vary depending on job-related factors including but not limited to skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical dental and vision coverage 401(k) life insurance paid time off and a Wellness Program. Annual bonus incentive pay and/or equity may also apply depending upon the role.
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