Trust Us with Your CareerAre you a solutions-oriented self-starter with an entrepreneurial spirit?
Do you want to join a team that’s established, successful and continuing to grow?
Are you an excellent communicator and collaborator who can manage in all directions?
Are you motivated by a fast-paced environment that brings new challenges every day?
Do you put more into your job to get more out of it?
If so, take a closer look at Whittier Trust.
Whittier Trust, the oldest and largest multi-family office headquartered on the West Coast, has been in the wealth management business for close to a century. Our founder, Max Whittier, created the Whittier Family Office in 1935, and we have since made a meaningful and lasting difference in all aspects of our client’s wealth, families and legacies.
Our team of exceptional individuals brings different perspectives and life experiences to a professional team that’s proud to be the preeminent multi-family office on the West Coast.
With one of the lowest employee turnover rates in the industry, we offer our team a dynamic and family-focused culture that rewards innovative thinking and relationship building.
Our employees focus on delivering outstanding client service, and our culture of leadership and collaboration is supported by knowledge sharing, professional development opportunities and mentorship. At Whittier Trust, we believe that as you grow, we grow.
With seven offices and almost $20 billion in assets under advisement, we’ve doubled in size over the last five years. So even though we’ve been in business for decades, we’re still expanding, and we’re always looking for highly motivated individuals who are inspired to work for a truly exceptional company.
Please explore our career page for further information on the benefits of joining the Whittier Trust team or continue to our Open Positions to apply for a position with Whittier Trust. We welcome your application and look forward to guiding you through our interview process.Open Positions
We always strive to do what’s right for our clients, employees and community.
We are there first when our clients and staff need us.
We strive to see things from your perspective, whether you’re a client or a member of the Whittier Trust team. We are sensitive to your concerns and value your input.
We continually work to be better-for our clients, staff and community.
We believe that creating a better work environment cultivates better solutions and better results.Culture Expand
Our client relationships are the foundation of Whittier Trust. We believe that the quality of our services reflects who we are, starting with creating a unique corporate culture. Not only do we want to fill our team with high-character individuals who are highly skilled, dedicated and knowledgeable, we strive to create a meaningful employee experience by encouraging knowledge-sharing, leadership, open communication, balance and personal development.
By creating a positive, growth-oriented culture in which our employees can work towards achieving their career goals, we can focus on what our clients’ wealth means to them and how we can manage their assets and their family office to help them achieve their dreams.Compensation & Benefits Expand
At Whittier Trust, we’re proud to offer an industry-leading compensation and benefits package. We believe that a motivated staff is a staff enabled to live their lives to the fullest.
Our HR department focuses on providing our employees with outstanding service. We ensure you get the right salary, benefits and career advancement opportunities. Whether it’s our top-tier medical, dental and vision insurance; 401(k) matching; life insurance; employee referral bonuses; generous paid time off and parental leave; our parking and transportation plan; or our collaborative work environment, we care about all aspects of your well-being.
It’s our job to envelop you in an environment where you can thrive-because your success is our success.Professional Development Expand
“Develop a passion for learning. If you do, you will never cease to grow.” Anthony J. D’Angelo
At Whittier Trust, leadership begins before you’re a manager. We’re proud of our long-held culture of leadership and knowledge-sharing. We want our team to champion themselves and others around them, and we achieve this by placing learning and mentorship at the heart of everything we do.
We offer generous educational assistance and tuition reimbursement, advanced training programs and seminars, and on-demand LinkedIn Learning. We want you to gain new skills and experience, advancing your career, so you, your colleagues and our clients reap the rewards of your new knowledge. Whittier Trust will invest in you and support you with the right resources to help you achieve your professional development goals.Diversity & Inclusion Expand
American businessman and publisher Malcolm Forbes famously noted that “diversity is the art of thinking independently together.” At Whittier Trust, we enhance and enrich our culture by bringing together people from diverse backgrounds with unique life experiences.
Our business is built on the ability of our staff to think independently, while at the same time listening to and learning from one another. Looking at challenges through nuanced lenses ensures we deliver meaningful and lasting results for our clients and cultivate a purposeful and respectful environment for our employees.Internship Program Expand
We believe that diving straight in is the best way to learn. Not only do our interns receive educational mentorship, but they also gain experiential training as they will be asked to assist staff in day-to-day duties and responsibilities directly. Our interns participate in weekly investment committee meetings along with long-term learning projects, perform due diligence and conduct critical analysis.
We’re intentional about everything we do, investing in you the same way we invest in our clients and our people. Our goal is to provide current students the skills and experience necessary to work for a wealth management company like Whittier Trust right after graduation, and maybe even Whittier Trust itself.