At Whittier Trust, we aren't just a financial institution, we are trusted partners with a long, rich history of successfully navigating the financial markets to preserve, protect, and enhance our clients' wealth and well-being across generations As the oldest, privately owned, multi-family office headquartered on the West Coast, we operate with the singular focus of providing holistic, top-tier client service and highly personalized investment solutions to ultra-high-net-worth individuals and their families designed to advance and secure their long-term financial legacies and goals.
With a dedicated team of 220 professionals, we serve a community of more than 590 clients and their families, offering a diverse range of services that span investment management, consulting, fiduciary expertise, philanthropic support, and comprehensive family office services. Entrusted with managing approximately $20 billion in private family assets, we approach each client's unique needs with a consultative mindset, customizing solutions for even the most intricate family financial situations.
What sets Whittier Trust apart is our team. We attract professionals who are driven by a genuine passion for serving our clients. Our organization operates with agility and a deep understanding of the evolving requirements of both modern-day entrepreneurs and legacy family members, even those several generations removed from the wealth creators. Our corporate culture is firmly rooted in client-centricity, fostering collaboration, setting high-performance standards, demanding accountability, nurturing a family-oriented ethos, and ensuring long-term career fulfillment. Our remarkably low employee turnover stands as a testament to our team's unwavering engagement and satisfaction in their careers.
All positions are considered in-person with flexibility on a case by case basis.
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
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1.
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Advising on trust and fiduciary matters, including review of trust documents and prospective relationships and legal matters affecting fiduciary accounts.
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40%
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2.
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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.
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20%
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3.
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Participating in compliance and regulatory functions.
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10%
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4.
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Reviewing and drafting of corporate documents and analysis of corporate contracts and transactions.
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15%
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5.
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Participating in business development activities.
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10%
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6.
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Ad hoc responsibilities, as required
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5%
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TOTAL:
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100%
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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 7 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.
