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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. Internships are available in our Pasadena, Orange County, West LA, San Francisco, San Diego, California offices along with Seattle, WA and Reno, NV offices.

Whittier Trust

Internship 2027

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They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Required Qualifications: 2+ years of Supervisory Control, Corporate Insurance Risk, Risk Management Consulting, Property or Casualty Insurance, Insurance Brokerage experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

YEAR

We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

Wells Fargo & Co

Supervisory Control Specialist

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A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.

PwC’s accounting practice originated in London well over a century ago. As times changed and PwC expanded worldwide, our commitment to clients—like you—never wavered. With us, you’re always supported by a global network of more than 223,000 people in 157 countries with one goal: to help your business thrive.

PwC’s professional services include audit and assurance, tax and consulting that cover such areas as cybersecurity and privacy, human resources, deals and forensics. We help resolve complex issues and identify opportunities across these industries.

Let’s combine your ​aspirations with our world-class capabilities to achieve your goals.

Japanese Business Network - Private Tax Senior Associate

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As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by solving and analyzing complex problems to develop top-quality deliverables. A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy.

Korean Business Network - Private Tax Manager

Japanese Business Network - Private Tax Manager

About the Role: Columbia Bank is growing its Healthcare Banking platform, and we're looking for a driven, relationship-first professional to help us serve the financial needs of physician groups, surgical specialists, micro-ER operators, DSOs, and physician-owned medical office buildings (MOBs). Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

Columbia Banking System, Inc.

Healthcare Relationship Manager

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We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Educating and promoting the benefits of fee-based business, facilitating adoption of the firm’s advisory technology, introducing appropriate investment managers based on the client’s needs, and helping those advisors grow their overall advisory businesses.

Osaic

Vice President, Regional Advisory Consultant West

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The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. As a leader in the financial advisor-mediated marketplace(6), LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans.

LPL Financial Services

Avp, Trust Officer

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. ·             Effectively applies product/business knowledge to recruiting efforts; able to “translate” competitor offerings into Morgan Stanley Wealth Management products, and understand and explain how a recruit will be able to continue to help meet their clients’ needs.   .

Morgan Stanley

Non Producing, Branch Manager

The candidate will be a key member of the Client Advisory team responsible and will support their manager in providing Whittier Trust’s high touch service delivery model in the Western region, nationally focusing and within their local community. 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.

Client Advisory Associate

A successful candidate will possess the following skills: Client service: Builds trusted relationships with high-net-worth clients and their advisors through responsive service, clear communication, and a strong understanding of client needs. Experience leading the delivery of complex tax engagements, including coordinating teams, managing competing deadlines, reviewing work, and maintaining high-quality client outcomes.

Deloitte Touche Tohmatsu Ltd

Tax Manager, Global Employer Services - Individual Tax Services, High Net Worth

Key Deliverables: The Vice President of Regional Distribution drives sales of Apollo DC private assets and Vitera guaranteed income to retirement advisors in an assigned territory and carries an annual sales target across both capabilities. Our go-to-market efforts are combined in delivering Apollo private assets and Vitera guaranteed income, with distribution by a single team including coverage of wealth/intermediary, institutional and consultant markets.

Apollo Global Management Inc

VP Sales, Defined Contribution

Athene Holding Ltd

Pay Transparency Statement: Alight considers a variety of factors in determining whether to extend an offer of employment and in setting the appropriate compensation level, including, but not limited to, a candidate's experience, education, certification/credentials, market data, internal equity, and geography. Background checks may include some or all the following based on the nature of the position: SSN/SIN validation, education verification, employment verification, and criminal check, search against global sanctions and government watch lists, credit check, and/or drug test.

Alight Inc

Disability Case Manager (Temporary) - Virtual

Working collaboratively with our inside sales team to own and grow a shared portfolio of accounts, the Account Executive acts as a trusted advisor to the design community—bringing strong sales instincts, an appreciation for great design, and the ability to translate relationships into meaningful business growth. . Develop a strong understanding of each firm's aesthetic, project mix, and business needs, and use that knowledge to thoughtfully curate each meeting—knowing which brands, categories, and products to lead with to make every client interaction relevant and impactful. .

F. Schumacher & Co.

Account Executive

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Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth

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Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities  Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance  Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.). Compensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $130,000 to $140,000 which includes a base salary of $60,000 to $70,000, and a variable target compensation of $70,000.

Human Interest

Partner Account Manager - Las Vegas

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Create and build strategic referral networks and partnerships focused on lead generation and new partnership opportunities  Proactively identify and resolve emerging issues and offer solutions by working cross-functionally with Sales, Product, Marketing, Legal and Finance  Collaborate with Partner Marketing to innovate and execute unique initiatives to promote partner sales (e.g, educational events, email, webinars, etc.). Compensation - At Human Interest, we consider a number of factors to determine the appropriate pay range for each position, including the cost of labor in different markets across the U.S. The total On Target Earnings (OTE) for the role described in this job posting is $120,000 which includes a base salary of $60,000, and a variable target compensation of $60,000.

Emerging Partner Account Manager - Reno

Since then, we've expanded to a full suite of products designed to help our clients save, spend, invest, and borrow for all of their goals, including: A Cash Account that, through our program banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. Wealthfront Brokerage also has a relationship with UMB Bank, National Association, Member FDIC, which may allow certain Cash Accounts to opt into a limited-purpose account number and UMB Bank routing and transit number which enables checking features like bill pay, direct deposits and more.

Wealthfront

Trust Officer

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. The Fee Processing Specialist supports the daily administration of client fee billing across Whittier Trust’s book of business, ensuring fees are established, calculated, and collected accurately and on time.

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Internship 2027 Whittier Trust

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Japanese Business Network - Private Tax Manager PwC

Healthcare Relationship Manager Columbia Banking System, Inc.

Vice President, Regional Advisory Consultant West Osaic

Avp, Trust Officer LPL Financial Services

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Client Advisory Associate Whittier Trust

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VP Sales, Defined Contribution Athene Holding Ltd

Disability Case Manager (Temporary) - Virtual Alight Inc

Account Executive F. Schumacher & Co.

Tax Senior, Global Employer Services - Individual Tax Services, High Net Worth Deloitte Touche Tohmatsu Ltd

Partner Account Manager - Las Vegas Human Interest

Emerging Partner Account Manager - Reno Human Interest

Trust Officer Wealthfront

Billing Analyst Whittier Trust

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