Vice President or Senior Vice President, Deputy ...

Vice President or Senior Vice President, Deputy General CounselJoin to apply for the Vice President or Senior Vice President, Deputy General Counsel role at Whittier Trust CompanyVice President or Senior Vice President, Deputy General Counsel1 day ago Be among the first 25 applicantsJoin to apply for the Vice President or Senior Vice President, Deputy General Counsel role at Whittier Trust CompanyGet AI-powered advice on this job and more exclusive features.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 FunctionsAdvising 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/EducationAd hoc responsibilities, as required.Bachelor’s degree (B.A) from a four-year college or universityLegal qualification (JD) and current membership in CA state barDesired ExperienceMinimum of 8 years relevant experience, including experience in house and/or at a law firm with highly regarded trust and estate, fiduciary, investment banking expertise.Strong background in advising on fiduciary activities, including trust administration.Excellent analytical skills and judgment.Excellent verbal and written communication and interpersonal skills.Ability to work effectively as part of management team.Ability to evaluate and develop strategies for resolving legal risks and implications.Ability to balance and effectively handle numerous priorities.Membership in California state bar.PERSONAL CHARACTERISTICSStrong people skillsClient service focusEffective verbal and written communication skillsHigh integrity with a diligent work ethicTeam/people orientedHighly organized with good time management skillsMeticulous attention to detailCompensationA 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 levelSeniority levelExecutiveEmployment typeEmployment typeFull-timeJob functionJob functionOtherReferrals increase your chances of interviewing at Whittier Trust Company by 2xGet notified about new Senior Vice President jobs in Newport Beach, CA.Irvine, CA $250,000.00-$300,000.00 2 days agoSenior Vice President - Investor RelationsSVP, Finance & Business Operations (F&BO)Irvine, CA $250,000.00-$300,000.00 21 hours agoVP of Sales & BD, Grid & Energy ServicesIrvine, CA $270,000.00-$370,000.00 1 week agoVice President, Business Development - Investment Banking & ConsultingIrvine, CA $187,000.00-$265,000.00 2 days agoAssociate Vice President for University Advancement and Chief Development OfficerSenior Vice President of Operations - Club PilatesIrvine, CA $150,000.00-$175,000.00 1 week agoIrvine, CA $150,000.00-$170,000.00 1 week agoIrvine, CA $100,000.00-$200,000.00 4 weeks agoIrvine, CA $300,000.00-$500,000.00 4 days agoOrange, CA $198,219.00-$297,329.00 2 days agoLong Beach, CA $90,000.00-$105,000.00 3 days agoExecutive Director, Human Resources OperationsLong Beach, CA $212,352.00-$237,804.00 5 days agoLong Beach, CA $275,000.00-$300,000.00 2 weeks agoDirector, Business Delivery - Pet Insurance (REMOTE)SVP, Relationship Manager, Middle MarketVP of Quality, Patient Safety & TransformationExecutive Director, Acceleration & TransformationIrvine, CA $200,900.00-$361,600.00 2 weeks agoNewport Beach, CA $130,000.00-$170,000.00 5 months agoWe’re unlocking community knowledge in a new way. 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Created: 2025-09-17