Relationship Manager

The Company

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. 

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

1.  Client Service

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

2.  Client Account Support  

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

3.  Account Management

Account opening, maintenance, and documentation Asset transfers and money movement Reconcile cash and security movements as necessary Subscription document completion

4.   Business Development

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

5. Ad hoc responsibilities, as required.

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

• Strong proficiency with Microsoft Office suite, especially Excel and PowerPoint
• Experience with Addepar (desired, not required)
• Experience with Schwab and Fidelity
• 4-year degree from a recognized University CFP preferred (or desire to obtain) Series 7 & 66 strongly preferred (or desire to obtain)