Officer, Client Advisor - Philanthropic Services

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.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

OVERVIEW

The Officer, Client Advisor, Philanthropic Services will provide outstanding client service through support of a portfolio of private foundations, donor-advised funds and nonprofit endowments and will contribute toward the growth of the department and firm.  On each client relationship, the Officer, Client Advisor will work under the direction of a VP or SVP, Client Advisor.  If applicable, they will also work collaboratively with a Portfolio Manager. The position requires the ability to interface independently with clients and their professional advisors and exercise judgment as to when a Senior Client Advisor needs to be called in to handle a particular request. This role will require some travel (mostly in the western United States). 

KEY RESPONSIBILITIES

The essential functions include, but are not limited to, the following:

Client Service

• Serve as the Grants Manager for a portfolio of private foundations and donor-advised funds, under the supervision of a Client Advisor;
• Oversee tax/audit/legal/compliance matters;
• Initiate check/ACH/wire requests for payment of grants and expenses;
• Develop materials in support of board meetings;
• Provide comprehensive administrative support for our clients’ grantmaking, including manage grants through our online grants management database, generate grant-related correspondence, conduct grantee diligence and research, coordinate/attend site visits, and monitor outcomes.
• Collaborate with members of Whittier Trust’s Investment, Client Advisory, Tax and Accounting Departments, and with clients’ outside professionals to provide necessary information and reports; and
• Ad hoc projects, as required.

Business Development

• Attend firm networking events;
• Community involvement – participation in local organizations that may lead to new Whittier Trust relationships;
• Participate (in a support role) in efforts to bring in new firm clients including outreach to/develop relationships with referral sources and potential clients; and
• Learn how to talk about and promote the Five Pillars of the firm.

QUALIFICATIONS

• Bachelor’s degree, required.
• Advanced degrees (MBA, JD) and/or certifications (CAP, CTFA, CFP) preferred, not essential.
• A minimum of three years of relevant work experience within the wealth management industry.

DESIRED EXPERIENCE & SKILLS

• Previous experience working with high-net-worth individuals and their family members is preferred not essential.
• Strong organizational and administrative skills.
• Previous client management experience focusing on the utilization of good judgment with minimal supervision.
• Excellent interpersonal skills including the ability to exercise empathy and compassion.
• Impeccable oral and written communication skills.
• Direct or supportive business development experience preferred, not essential. A minimum of willingness to effectively network with identifying referral sources, required.
• Demonstrated ability to work collaboratively including:
  • Demonstrated history of working within a team structure; and
  • Ability to coordinate closely with other company departments (tax, operations, investment, client administration, marketing), and ability to work collaboratively and collegially with supervisors, subordinates and other professionals in the firm.

• Passion for philanthropy. While direct work experience in a philanthropic organization is not required, Philanthropic Services Client Advisors must have a demonstrated commitment to the nonprofit sector through previous client advisory service, nonprofit Board service and/or volunteering.  

COMPENSATION

Base salary range

$85,000 - $110,000 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.