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Executive Vice President, Client Solutions

2 months ago

Menlo Park, California, United States Whittier Trust Full time
About Whittier Trust

Whittier Trust is a leading multi-family office providing customized investment solutions for high-net-worth individuals and their families. Our team of dedicated professionals delivers exceptional client service and tailored solutions for complex family situations.

Job Summary

We are seeking a seasoned professional to join our team as a Vice President, Client Advisor. In this role, you will be responsible for building and maintaining relationships with clients, identifying new business opportunities, and providing expert guidance on investment management, fiduciary, and philanthropic services.

Key Responsibilities
  • Develop and implement client relationship strategies to drive business growth and retention
  • Collaborate with cross-functional teams to deliver comprehensive client solutions
  • Provide expert advice on investment management, fiduciary, and philanthropic services
  • Identify and pursue new business opportunities through networking and prospecting
  • Supervise and instruct junior team members on client service and account management
Requirements
  • Minimum 10-15 years of experience in a similar role with a successful track record in new business development
  • Superior ability to build relationships with clients and prospects
  • Established network of legal, accounting, and insurance professionals
  • Successful experience in a supervisory role
  • Background in wealth management, client administration, and portfolio management or foundation services
What We Offer

We offer a competitive compensation package, including a base salary, performance bonus, equity consideration, and excellent benefits. Our company culture is focused on client service, collaboration, and career development.