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About the Role
The candidate will be a key member of the leadership team responsible for growing and expanding the awareness of Whittier Trust’s high touch service delivery model in Texas and nationally. This is a trust officer position for high net worth clients, involving extensive client contact and a working knowledge of trust and agency account administration. A high priority goal is the development of new business through networking and direct solicitation.
Responsibilities
- Serve as the primary point of contact, delivering high-touch, personalized service and customized wealth management solutions.
- Partner internally with tax, philanthropy, real estate, investment, and foundation departments to execute client strategies.
- Work with 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.
- Work with 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.
- Engage in new business activities, calling on network contacts and prospects for business development.
- Achieve calling and new business revenue goals.
- Supervise account opening/closing, asset transfers, and the preparation of periodic client investment and performance reviews.
- Participate with the investment officer in client meetings.
- Participate in internal committees or task forces, such as Client Services or Marketing.
Requirements
- Proven business development track record.
- Aligns well with the firm’s culture.
- Working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes and estate planning.
- Ability to travel to call on active clients, referral sources and prospective clients.
- Strong people skills.
- Client service focus.
- Effective verbal and written communication skills.
- High integrity with a diligent work ethic.
- Team/people oriented.
- Highly organized with good time management skills.
- Meticulous attention to detail.
- Valid driver’s license and the ability to travel by airplane.
Skills
- Relationship management
- Wealth management
- Client administration
- Portfolio management
- Foundation services
- Fiduciary accounting
- Securities
- Finance
- Real estate
- Taxes
- Estate planning
- Legal document interpretation
- Networking
- Direct solicitation
Location
- Texas
Work Type
- Full-time
Experience Level
- 8-12 years experience in a similar role
- Successful track record in new business development
- Superior ability to identify and build relationships with qualified prospects
- Proven outstanding business development track record
- Established network of legal, accounting and insurance professionals
- Successful experience in a supervisory role
Education Level
- Bachelor’s degree from an accredited 4 year university
- Industry certification – CTFA, CFP, CFA, CPA
- Advanced degree preferred – JD, MBA
Salary/Compensations
- $140,000 - $200,000
Benefits
- Competitive base salary
- Performance bonus
- Equity consideration
- Excellent medical plans
- Retirement plans
- Dental
- Vision
- Life insurance
- Long term disability
- 401(k) with company match
About the Company
- 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.
- Dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office.
- The founding family’s century-long history of entrepreneurship continues to guide our activities for clients today.
- Entrusted with private family assets, teams employ a consulting approach to tailor solutions for complex family situations.
- Attracts professionals who have a desire to grow while building their skills in the service to our clients.
- The organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members.
- 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.