Whittier Trust Company

HQ
South Pasadena
Total Offices: 5
284 Total Employees
Year Founded: 1989

Whittier Trust Company Benefits Overview

Compensation + Benefits

Offers 401(K)

Provides a pension

Offers dental insurance

Offers health insurance

Offers generous parental leave

Work-Life Balance + Wellbeing

Offers generous PTO

Provides paid sick days

Company Culture

Provides free snacks and drinks

9 Days AgoSaved
In-Office
Menlo Park, CA, USA
Fintech • Software • Financial Services
Manage diversified client portfolios (equities, fixed income, cash, alternatives) within guidelines; make and implement investment decisions; maintain allocations; participate in investment meetings; meet and present to clients and prospects; drive business development and collaborate with Client Administrators.
9 Days AgoSaved
In-Office
Menlo Park, CA, USA
Fintech • Software • Financial Services
Senior client advisory role delivering wealth management, fiduciary, trust and estate services for high-net-worth families. Drive new business development, supervise client account administration, coordinate tax, operations and investment teams, participate in investment reviews, and provide high-touch client service. Serve on internal committees and mentor staff.
9 Days AgoSaved
In-Office
San Francisco, CA, USA
Fintech • Software • Financial Services
Manage diversified client portfolios (equities, fixed income, cash, alternatives) within guidelines; make and implement investment decisions; meet and present to clients and prospects; participate in investment meetings and business development; collaborate with client administrators and contribute to firm growth.