Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

Tailor your resume to this SVP-Client Advisor, Head of Office role.

Rezi rewrites your resume against Whittier Trust Company's job description. Free.

Resume score gauge reading 58 out of 100

Don't guess if your resume is good enough.

See how it scores against the SVP-Client Advisor, Head of Office posting at Whittier Trust Company — free, in seconds.

About the Role

The SVP Client Advisor and Office Manager is a key member of the leadership team responsible for growing and expanding the awareness of Whittier Trust’s high touch service delivery model. This role involves extensive client contact, a working knowledge of trust and agency account administration, and a high priority on developing new business through networking and solicitation.

Responsibilities

Promote collaboration among departments and coordinate office-wide internal events.
Manage day-to-day office operations and oversee the team.
Conduct quarterly all-office meetings.
Oversee facilities management, including expansion/renovation projects, IT equipment, security, furniture, and equipment.
Manage outside vendors, including approving office bills and negotiating new and existing relationships.
Manage the local office client advisory team, assessing workload, reviewing performance, assigning new relationships, and managing client retention.
Oversee personnel functions including hiring, terminations, recruitment, and the internship program.
Act as a subject matter expert in estate planning, wealth transfer, and trust law.
Assist the office sales team and colleagues in business development efforts.
Participate in business development events.
Develop new business through existing clients, COIs, and marketing efforts.
Assist with content and aesthetics for marketing pieces and advertising.
Manage strategic partnerships with nonprofits.
Engage in charity boards, providing personal financial support and involvement with local charities.
Manage client relationships and engagement.
Assist clients with intergenerational wealth transfer, estate tax reduction, and philanthropy.
Act as a connector for clients with other advisors (CPAs, attorneys, etc.).
Assist clients with family office needs, including rent collection, loan management, bill pay, insurance, cash flow, budgeting, banking, private aviation, security, tax payments, and appraisals.
Manage money movement (ACH, wires).
Oversee asset setup, capital calls, distribution receipts, and subdocument preparation.
Handle discretionary distributions.
Prepare balance sheets.
Evaluate and analyze estate plans related to potential estate tax liability.
Conduct administration account reviews for all relationships per compliance guidelines.
Meet annually or more frequently with all clients.

Requirements

Proven business development track record.
Ability to travel to call on active clients, referral sources, and prospective clients.
Strong established network of legal, accounting, and other professionals, as well as client prospects.
Possess a valid driver's license.
Ability to travel by airplane.
Strong people skills.
Client service focus.
Outstanding and effective verbal and written communication skills.
High integrity with a diligent work ethic.
Team/people oriented and the ability to motivate and develop employees.
Highly organized with good time management skills.
Meticulous attention to detail.

Skills

Trust and agency account administration
Fiduciary accounting
Securities
Finance
Real estate
Taxes
Estate planning
Wealth management
Portfolio management
Foundation services

Location

Western region
Nationally
Local region

Work Type

Full-time

Experience Level

Minimum ten preferred fifteen years’ experience in a similar role
Successful track record in new business development and office management
Superior ability to identify and build relationships with qualified prospects
Proven outstanding business development track record
Established network of legal, accounting and insurance professionals

Education Level

Bachelor’s degree from an accredited 4 year university
Industry certification/s – CTFA, CFP, CFA, CPA
Advanced degree preferred – JD, MBA

Salary/Compensations

$200,000 - $300,000

Benefits

Competitive base salary
Performance bonus
Equity consideration
Excellent medical plans
Retirement plans
Medical
Dental
Vision
Life
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.
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 family’s 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 today’s 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.