Whittier Advisors, LLC is a rapidly growing investment management firm headquartered in Newport Beach, California. The Firm is a wholly owned subsidiary of Whittier Holdings, Inc., a privately held corporation. Whittier Advisors, LLC manages over $1 billion in AUM and was formed on November 15, 2021. We provide investment management services to private clients and manage three fixed income funds. Whittier Advisors, LLC also offers discretionary investment management services to high net worth individuals and trusts along with discretionary fixed income investment management to Whittier Trust Company ("WTC") and The Whittier Trust Company of Nevada, Inc. ("WTCNV"), each of which is an affiliate of Whittier Advisors, LLC. Whittier Advisors, LLC engages in research analysis, reports, recommendations and other investment advice including, without limitation, fixed income and equity securities, industry and sector analysis, and related asset due diligence.
The right candidate can be based in our West Los Angeles or Newport Beach, CA location.
JOB PURPOSE
The Relationship Manager ("RM") is integral to the client experience and overall relationship management. This position requires a highly motivated person who will work directly with high-net-worth individuals and will represent the face of the firm for most client inquiries and interactions. The RM will work closely with the firm's portfolio management team, be responsible for the daily operations of client relationships, and will utilize their strong inter-personal communication and high attention to detail skillsets to successfully manage and grow the business. The RM will assist in the firm's growth through individual and company sponsored business development activities and through superior, ongoing customer service.
ESSENTIAL FUNCTIONS
Client Service (~25%)
Coordinate quarterly, semi-annual, annual, and ad hoc client meetings including preparation of performance and holdings reports
Attend client meetings, communicate portfolio positioning, performance, and investment outlook
Administer all aspects of client accounts
Provide excellent client service in all aspects of the client relationship
Client Account Support (~25%)
Open client accounts and provide ongoing client access support
Support client account activity and client statement inquiries
Asset transfer and money movement
On-line access support
General client support
Account Management (~25%)
Account opening, maintenance, and documentation
Asset transfers and money movement
Reconcile cash and security movements as necessary
Subscription document completion
Business Development (~20%)
Drive mutual fund growth through expanding institutional and individual relationships
New business presentation preparation
Assist with business development events, including client seminars and networking events
Cultivate new business development leads though community engagement
Manage Salesforce records
Ad hoc responsibilities, as required (~5%)
DESIRED CANDIDATE
Excellent interpersonal skills
Excellent attention to detail
The ability to exercise independent judgement
Proactive approach to client service
High energy and customer service focus
A friendly professional demeanor and ability to excel in a team-oriented environment
Excellent verbal and written communication skills
High integrity and empathy
Entrepreneurial mindset
Professional presence and appearance
Ability to manage time effectively, set priorities, and meet deadlines
Ability to learn and adapt to change
EDUCATION & SKILLS
4-year degree from a recognized University
Series 7 & 66 strongly preferred (or desire to obtain)
CFP preferred (or desire to obtain)
Strong proficiency with Microsoft Office suite, especially Excel and PowerPoint
Experience with Addepar (desired, not required)
Experience with Schwab and Fidelity
COMPENSATION
Base salary range - $85,000 - $120,000 annually
Salary may vary depending on job-related factors including, but not limited to, skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes: medical, dental and vision coverage, 401(k), life insurance, paid time off and a Wellness Program. Annual bonus, incentive pay and/or equity may also apply depending upon the role.
This position is an exempt position. Whittier Advisors is not able to offer a working visa sponsorship.