Vice President or Senior Vice President, Deputy General Counsel

Overview

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.

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 its affiliated entities (including a newly launched RIA), relating to fiduciary matters and regulatory, employment, compliance and general corporate issues.

• Bachelor’s degree (B.A) from a four-year college or university
• Legal qualification (JD) and current membership in CA state bar

• 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.

• Strong 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

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.

Equal Opportunity Employer. Whittier Trust is committed to providing equal employment opportunities and complying with applicable laws. This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.