Teams at Whittier Trust Company

Manage diversified client portfolios (equities, fixed income, cash, alternatives) within guidelines; make and implement investment decisions; maintain allocations; participate in investment meetings; meet and present to clients and prospects; drive business development and collaborate with Client Administrators.

Senior client advisory role delivering wealth management, fiduciary, trust and estate services for high-net-worth families. Drive new business development, supervise client account administration, coordinate tax, operations and investment teams, participate in investment reviews, and provide high-touch client service. Serve on internal committees and mentor staff.

Lead client advisory and business development for high-net-worth individuals and families. Provide trust and estate planning expertise, coordinate across tax, investment, operations, and legal teams, supervise client account processes, participate in investment meetings and reviews, and deliver high-touch client service while meeting new-business revenue goals.