Vice President, Client Advisor

Whittier Trust Company
Travis County, Texas, United States
Full Time
On Site
Senior
USD 140,000 – 200,000
Bachelor Degree
Finance & Accounting Financial Services Insurance

Posted 3 weeks ago

Apply to this job and hundreds more automatically

Get Started
Excellent 4.7

Job summary

A senior trust officer role focused on client relationship management, business development, and trust and estate administration for high-net-worth individuals, requiring extensive client contact, legal and financial knowledge, and coordination across internal departments.

Responsibilities

The Vice President will serve as a primary point of contact for high-net-worth clients, delivering personalized wealth management and trust administration services. Additionally, the role is responsible for driving new business growth through professional networking and direct solicitation of qualified prospects.

Qualifications

Business Development Client Service Communication Skills Legal and Financial Knowledge Networking Organization Relationship Management Traveling Trust and Estate Administration

Candidates must have 8-12 years of experience in wealth management or a similar role with a proven track record in business development. A bachelor's degree is required, with preference given to candidates holding advanced degrees or industry certifications such as CTFA, CFP, CFA, or CPA.

English

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Long term disability
  • 401(k) with company match
  • Performance bonus
  • Equity consideration

Company

Whittier Trust Company

Whittier Trust Company

linkedin
Financial Services
Location
Travis County, Texas, United States

Apply to this job and hundreds more automatically

Get Started
Excellent 4.7
Pete DeQuarto avatar
Pete DeQuarto

AIApply is a total game-changer. Thanks to Auto-Apply, I have been applying to jobs I would never even have come across otherwise!

Akarshak Tanwar avatar
Akarshak Tanwar

In one week I applied to over 150 jobs and locked in 2 confirmed interviews, with a support team that was quick to respond. The auto-apply feature is fascinating and a real pleasure to use!

JC
Julian Carlin

It really worked. In under 48 hours it had applied to 100 jobs on my behalf without any time or effort from me. I am looking forward to seeing how it keeps improving.