Vice President or Senior Vice President, Deputy General Counsel

2 weeks ago

Newport Beach CA, United States Whittier Trust Company Full time

Vice President or Senior Vice President, Deputy General Counsel
Join to apply for the Vice President or Senior Vice President, Deputy General Counsel role at Whittier Trust Company
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. 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 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 Deputy General Counsel will report to and work closely with the General Counsel and Associate Counsel over all aspects of legal activity affecting the company and its affiliated entities (including a newly launched RIA), relating to fiduciary matters and regulatory, employment, compliance and general corporate issues.
Advising on trust and fiduciary matters, including review of trust documents and prospective relationships and legal matters affecting fiduciary accounts.
Working with outside counsel, client counsel and internal management on a broad range of matters, including trust and fiduciary, investment/securities, real estate, litigation, employment, HR and regulatory issues.
Participating in compliance and regulatory functions.
Reviewing and drafting of corporate documents and analysis of corporate contracts and transactions.
Bachelors degree (B.A) from a fouryear college or university
Legal qualification (JD) and current membership in CA state bar
Minimum of 8 years relevant experience, including experience in house and/or at a law firm with highly regarded trust and estate, fiduciary, investment banking expertise.
Ability to work effectively as part of the management team.
Ability to evaluate and develop strategies for resolving legal risks and implications.
Personal Characteristics
Highly organized with good time management skills
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match. Fulltime

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