Vice President or Senior Vice President, Deputy General Counsel

Vice President or Senior Vice President, Deputy General Counsel

Join to apply for the Vice President or Senior Vice President, Deputy General Counsel role at Whittier Trust Company

Vice President or Senior Vice President, Deputy General Counsel

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Join to apply for the Vice President or Senior Vice President, Deputy General Counsel role at Whittier Trust Company

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Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management, fiduciary, philanthropic, and family office. Our founding family’s century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets, our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat, nimble, and uniquely attuned to the needs and desires of both today’s entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus, collaboration, performance and accountability, family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary, performance bonus, equity consideration, excellent medical, and retirement plans.

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

Advising on trust and fiduciary matters, including review of trust documents and prospective relationships and legal matters affecting fiduciary accounts.

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.

Participating in compliance and regulatory functions.

Reviewing and drafting of corporate documents and analysis of corporate contracts and transactions.

Participating in business development activities.

Desired Credentials / Education

Ad hoc responsibilities, as required.

• Bachelor’s degree (B.A) from a four-year college or university
• Legal qualification (JD) and current membership in CA state bar

Desired Experience

PERSONAL CHARACTERISTICS

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.

Seniority level

Seniority level

Executive

Employment type

Employment type

Full-time

Job function

Job function

Other

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