Senior Client Advisor & Regional Office Leader
Whittier Trust Company
Whittier Trust is seeking an SVP Client Advisor and Office Manager to lead the Western region’s high-touch service delivery and to grow awareness nationally. This seasoned leader will manage a book of relationships, drive new business through a broad network of professionals, and coordinate office operations with a direct reporting line to senior leadership. The role requires extensive client contact, fiduciary knowledge, and the ability to travel to engage active clients, referral sources, and #J-18808-Ljbffr Whittier Trust Company
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...’ll Work WithSlalom helps clients use data, AI, and modern cloud... ...Databricks business unit, regional sales teams, industry leaders, solution architects, and... ...This role is ideal for a senior technical leader who can... ...our agile teams across 52 offices in 12 countries collaborate...SeniorTemporary workLocal area- ...financial reporting across various entities. The ideal candidate will have 8-15 years of accounting experience with a focus on family offices or investment environments. Proficiency in QuickBooks Online and a CPA credential is preferred. This full-time position involves...Work at officeSeniorFull time
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