whittier trustMillbrae, CA
Senior Portfolio Manager Growth & Client Impact
Senior Portfolio Manager Growth & Client Impact
Senior Portfolio Manager Growth & Client Impact
whittier trustMillbrae, CA
today
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
Apply for this role (opens in a new tab)Whittier Trust, the West Coast multi-family office, seeks a Senior Vice President, Portfolio Manager to manage client portfolios across equities, fixed income, cash, and alternatives. The SVP PM will present to clients and referral sources and contribute to firm growth through business development. The role emphasizes client service, disciplined investment process, leadership, and collaboration with a dedicated team in a fast-paced, high-net-worth environment.
Also on the board Same function, level within a rung
Level
Senior
Location
Millbrae, CA
Occupation
Investment Fund Managers
Industry
Portfolio Management and Investment Advice
Posted
today