Whittier Trust Careers

Gus Sanchez, SVP

Business Journal Best Places To Work Awards

Trust Us With Your Career at Whittier Trust

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Volunteering at Second Harvest Food Bank Orange County

Why Choose Whittier Trust?

At Whittier Trust, our success is driven by our people.

As one of the preeminent multi-family offices on the West Coast, our team is a diverse group of exceptional professionals who bring fresh perspectives and unmatched dedication to their work.

Join Whittier Trust

Internships & Programs

Learn more about Whittier Trust

Join Whittier Trust

Internships & Programs

Learn more about Whittier Trust

A Culture That Invests in You

At Whittier Trust, we believe your growth is our growth.

Culture

At Whittier Trust, our client relationships are the foundation of everything we do, but it all begins with our people. We believe the quality of our service reflects the strength of our culture.

We seek out individuals of high character who are skilled, dedicated, and thoughtful, and we work just as intentionally to create an environment where they can grow. We foster a workplace that values knowledge sharing, open communication, leadership at every level, work-life balance, and continuous personal development.

By fostering a positive, growth-oriented culture where our team can pursue meaningful career goals, we create space to focus on what truly matters to our clients: understanding what their wealth represents and helping them protect, grow, and pass on a legacy that reflects their values.

Great outcomes start with great teamwork. At Whittier Trust, we believe that trust, respect, and open communication are the foundation of everything we achieve together. 

By creating a culture where people feel heard, supported, and empowered to contribute, we unlock ideas that might not surface in isolation. Collaboration isn’t just a value; it’s how we innovate, grow, and deliver exceptional results for our clients and one another.

At Whittier Trust, we are proud to offer a compensation and benefits package that’s among the best in the industry, because when our people thrive, so does our firm.

We make sure every team member is supported with competitive pay, exceptional benefits, and real opportunities to grow. From top-tier medical, dental, and vision coverage to generous 401(k) matching, life insurance, generous vacation and sick time, and paid parental leave, we’ve got you covered.

Our team also enjoys wellness stipends, employee referral bonuses, and ongoing professional development.

All of it comes together in a collaborative work environment where your contributions are valued and your well-being truly matters.

 “It’s what you learn after you know it all that counts.” John Wooden

At Whittier Trust, leadership starts well before a title. We believe everyone has the potential to lead by sharing knowledge, lifting others, and growing with purpose. 

We are proud of our culture of mentorship, curiosity, and continuous learning. That’s why we place development at the core of our employee experience.

We offer generous educational assistance and tuition reimbursement, access to advanced training programs and seminars, and on-demand learning through platforms like LinkedIn Learning. Whether you’re building new skills or broadening your perspective, we’re here to support your growth.

At Whittier Trust, we believe the best ideas come from open minds and a willingness to listen.

Our team brings a wide range of life experiences, cultural backgrounds, and global perspectives to the table. This richness of thought helps us see complexity more clearly and serve our clients with greater insight and care.

We encourage our team members to think independently, speak thoughtfully, and remain open to learning from one another. By listening deeply and working collaboratively, we create an environment where people feel valued, and a meaningful, lasting impact becomes possible.

We believe the best way to learn is by doing. 

At Whittier Trust, our interns gain more than exposure; they become part of the team. From day one, interns receive meaningful mentorship and hands-on experience, working alongside staff on real responsibilities that matter. Our interns actively participate in weekly investment committee meetings, contribute to long-term projects, support due diligence efforts, and conduct critical analysis. It’s immersive, challenging, and designed to build lasting skills.

We approach our internship program with purpose, investing in you the same way we invest in our people and clients. Our goal is to prepare college students for careers in wealth management, including the possibility of joining Whittier Trust after graduation.

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