Vice President or Senior Vice President, Deputy General Counsel
Whittier TrustDescription
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.
The Deputy General Counsel will report to and work closely with the General Counsel and Associate Counsel over all aspects of legal activity affecting the company and it’s affiliated entities (including a newly launched RIA), relating to fiduciary matters and regulatory, employment, compliance and general corporate issues.
ESSENTIAL FUNCTIONS
1. | Advising on trust and fiduciary matters, including review of trust documents and prospective relationships and legal matters affecting fiduciary accounts. | |
2. | Working with outside counsel, client counsel and internal management on broad range of matters, including trust and fiduciary, investment/securities, real estate, litigation, employment, HR and regulatory issues. | |
3. | Participating in compliance and regulatory functions. | |
4. | Reviewing and drafting of corporate documents and analysis of corporate contracts and transactions. | |
5. | Participating in business development activities. | |
6. | Ad hoc responsibilities, as required. |
DESIRED CREDENTIALS/EDUCATION:
- Bachelor’s degree (B.A) from a four-year college or university
- Legal qualification (JD) and current membership in CA state bar
DESIRED EXPERIENCE:
- Minimum of 8 years relevant experience, including experience in house and/or at a law firm with highly regarded trust and estate, fiduciary, investment banking expertise.
- Strong background in advising on fiduciary activities, including trust administration.
- Excellent analytical skills and judgment.
- Excellent verbal and written communication and interpersonal skills.
- Ability to work effectively as part of management team.
- Ability to evaluate and develop strategies for resolving legal risks and implications.
- Ability to balance and effectively handle numerous priorities.
- Membership in California state bar.
PERSONAL CHARACTERISTICS
- 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
COMPENSATION
A competitive base salary, performance bonus, and benefit plans including medical, dental, vision, life, long term disability, and 401(k) with company match.
Base salary range: $180,000 - $300,000.