What are the responsibilities and job description for the Relationship Manager position at Whittier Advisors?
Whittier Advisors, LLC
Client Relationship Manager | Los Angeles, CA
About Us
Whittier 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 Description
The 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 Responsibilities
- Serves as the primary point of contact in managing all aspects of the client relationship
- Coordinates with Portfolio Managers to address client needs and develop sophisticated wealth planning strategies
- Manage and mentor Client Service Associates, including assisting with preparation of customized presentation materials
- Attends client/prospective client meetings and events
- Supports business development initiatives
- Documents client interactions and maintains accurate CRM records
- Ensures custodian paperwork, contracts, and subscription agreements are prepared and submitted accurately and timely
- Facilitates cash and security movements
- Collaborates with leadership on initiatives designed to streamline firm procedures
- Acts as the “quarterback” of the client relationship, including engaging with outside experts crucial to the client experience (estate planning attorneys, accountants, etc.)
Required Qualifications
- Bachelor’s degree
- 5-10 years of experience in wealth management
- Series 7 & 66
- Excellent verbal and written communication skills
- High integrity and empathy
- Entrepreneurial mindset
- Proficiency in Microsoft Office
Preferred Qualifications
- CFP (or desire to obtain)
- MBA
- Series 24 (or desire to obtain)
- Experience with Addepar, Salesforce, Schwab, and/or Fidelity