Event Planner
Whittier TrustWhittier 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.
The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.
JOB PURPOSE
Locations: 1) Pasadena, CA 2) Newport Beach, CA
The Event Planner – Marketing & Client Experience, will report to the Vice President, Marketing and working closely with the Head of Business Development. This position is responsible for planning, producing, and hosting relationship-driven events that reflect Whittier Trust’s reputation for excellence and personalized service.
This role manages all aspects of event execution — from concept development and venue selection to guest list coordination, logistics, and post-event reporting. The ideal candidate is a polished professional who can anticipate needs, manage details, and deliver exceptional experiences that enhance client relationships and strengthen Whittier Trust’s brand presence.
Experience working with luxury brands or ultra-high-net-worth individuals is strongly preferred. Discretion and confidentiality are essential given the nature of the firm’s client base and the sensitivity of guest and event information.
This position requires creativity, organizational skill, and composure under pressure, as well as the ability to interact confidently with executives, advisors, and high-profile guests.
ESSENTIAL FUNCTIONS
1. | Event Planning, Logistics & Execution: Plan, coordinate, and execute high-quality events that align with business and relationship objectives. Source and secure venues, negotiate contracts, and manage vendor relationships, including catering, décor, and production. Oversee budgets, timelines, and logistics from setup through teardown, ensuring a seamless and professional experience for all attendees. | 35% |
2. | Guest List, Invitation & CRM Management: Collaborate with the Vice President, Marketing and the Head of Business Development and regional teams to build and manage guest lists, invitations, and follow-up communications. Use Salesforce and event management platforms such as Cvent, Blackthorn, or comparable tools to track RSVPs, attendance, and engagement. Ensure data accuracy for post-event reporting and business development follow-up. | 25% |
3. | Hosting & Client Experience: Serve as the on-site host and Whittier representative at events. Welcome guests, facilitate introductions, and create an inviting, polished atmosphere that reflects the firm’s values. Work evenings and occasional weekends to oversee events from setup through close, ensuring a seamless guest experience. | 15% |
4. | Creative Collaboration & Marketing Integration: Partner with the Vice President, Marketing and Brand Designer members to develop invitations, signage, and event collateral. Support marketing campaigns and PR initiatives tied to key events. Contribute ideas for experiential enhancements and maintain alignment with brand standards. | 12% |
5. | Creative Collaboration & Marketing Integration: | 10% |
6. | Risk and Contingency Management: | 3% |
| TOTAL: | 100% |
DESIRED SKILLS
- Proven ability to plan and execute professional events with an emphasis on client experience and hospitality.
- Polished interpersonal skills and ability to engage confidently with executives, clients, and UHNW guests.
- Highly organized with exceptional attention to detail and the ability to manage multiple timelines and priorities.
- Proficiency in Salesforce and event management platforms such as Cvent, Blackthorn, or comparable tools.
- Strong communication, negotiation, and vendor management skills.
- Creative mindset with the ability to design brand-aligned experiences.
- Calm, solutions-focused approach under pressure.
- Commitment to confidentiality and discretion in all client and firm interactions.
- Willingness to work evenings and weekends as needed for event execution.
DESIRED QUALIFICATIONS
- Bachelor’s degree in Marketing, Communications, Hospitality, or a related field, or equivalent experience.
- 3–6 years of event planning experience, preferably within financial services, professional services, or luxury brands.
- Demonstrated success managing end-to-end logistics for multi-city or high-touch events.
- Experience working with ultra-high-net-worth clients or luxury brand environments preferred.
- Familiarity with CRM systems (Salesforce preferred) for guest management and reporting.
- Experience overseeing event budgets and measuring ROI.
- Demonstrated professionalism and brand representation in client-facing settings.
COMPENSATION
Base salary range
$75,000 - $100,000 annually
Salary may vary depending on job-related factors including, but not limited to, skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical, dental and vision coverage, 401(k), life insurance, paid time off and a Wellness Program. Annual bonus, incentive pay and/or equity may also apply depending upon the role.