Senior Client Advisor

3 weeks ago


Seattle, Washington, United States Whittier Trust Full time
About Whittier Trust

We are a trusted partner to our clients, providing holistic, top-tier client service and personalized investment solutions to ultra-high-net-worth individuals and their families. Our team of 250 professionals serves a community of 600 clients and their families, managing approximately $20 billion in private family assets.

Job Summary

We are seeking a seasoned professional to join our team as a Vice President, Client Advisor. This role will be responsible for managing high net worth clients, developing new business, and providing exceptional client service.

Key Responsibilities
  • Manage a book of accounts, including fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
  • Develop new business through professional networking and direct solicitation of qualified prospects.
  • Coordinate with other company departments to provide clients with comprehensive services.
  • Supervise and instruct others in client matters, including account opening and closing, asset transfer, and correspondence.
  • Participate in client meetings and investment performance reviews.
  • Coordinate with operations and tax departments to provide clients with tax information and accounting records.
Requirements
  • Bachelor's degree from an accredited 4-year university.
  • Minimum 10-15 years of experience in a similar role, with a successful track record in new business development.
  • Established network of legal, accounting, and insurance professionals.
  • Background in wealth management, client administration, and portfolio management or foundation services.
What We Offer

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: $140,000 - $200,000.


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