Relationship Manager

Whittier Advisors, LLCClient Relationship Manager | Los Angeles, CAAbout UsWhittier Advisors is a Los Angeles and Newport Beach-based investment management firm with over $1 billion in assets under management. Operating as a separate entity, Whittier Advisors is an affiliate of Whittier Trust Company and The Whittier Trust Company of Nevada, and a wholly owned subsidiary of Whittier Holdings, which collectively manage over $25 billion in AUM. We provide comprehensive investment solutions for high-net-worth families, institutions, and foundations, and manage fixed income mutual funds and separately managed accounts. We seek curious, entrepreneurial professionals who share our passion for delivering exceptional client outcomes.Job DescriptionThe Client Relationship Manager will serve as the primary point of contact of clients, collaborating with the portfolio management team to build strong relationships while providing subject area expertise in financial planning, including multigenerational planning, philanthropy, pre-liquidity planning, and fiduciary advisory. The RM will assist in the firm's growth through individual and company sponsored business development activities and through superior, ongoing customer service.Core ResponsibilitiesServes as the primary point of contact in managing all aspects of the client relationshipCoordinates with Portfolio Managers to address client needs and develop sophisticated wealth planning strategiesManage and mentor Client Service Associates, including assisting with preparation of customized presentation materialsAttends client/prospective client meetings and eventsSupports business development initiativesDocuments client interactions and maintains accurate CRM recordsEnsures custodian paperwork, contracts, and subscription agreements are prepared and submitted accurately and timelyFacilitates cash and security movementsCollaborates with leadership on initiatives designed to streamline firm proceduresActs as the "quarterback" of the client relationship, including engaging with outside experts crucial to the client experience (estate planning attorneys, accountants, etc.)Required QualificationsBachelor's degree5-10 years of experience in wealth managementSeries 7 & 66Excellent verbal and written communication skillsHigh integrity and empathyEntrepreneurial mindsetProficiency in Microsoft OfficePreferred QualificationsCFP (or desire to obtain)MBA Series 24 (or desire to obtain)Experience with Addepar, Salesforce, Schwab, and/or Fidelity

Created: 2025-01-15