Whittier Trust Company
The SVP Client Advisor and Office Manager is a key leadership role responsible for growing Whittier Trust's service model in the Western region while managing office operations and client advisory teams. This position involves extensive client contact, business development, and providing high-touch services to high-net-worth individuals and families. The role requires a seasoned professional with a proven track record in relationship management, trust administration, and strategic partnerships.
Less complexity. Boundless possibilities with Whittier Trust. Tailored strategies for high-net-worth individuals, families, businesses, and foundations. SPEAK TO AN ADVISOR Who We Are Your Partner in Multigenerational Wealth Management At Whittier Trust, we have been guiding individuals, families, and foundations toward financial success for over 35 years. Who We Are Your Partner in Multigenerational Wealth […]
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for Whittier Trust Company.