Whittier Trust seeks a seasoned Relationship Executive to grow and expand its high-touch wealth management services for high-net-worth clients in Texas and beyond. The role emphasizes new business development, fiduciary knowledge, and collaboration across departments to deliver customized solutions.
The candidate will lead client relationships, coordinate with tax, real estate, and investment teams, and travel to meet active clients and prospects. A strong network of professionals is essential.
#J-18808-LjbffrVP, Wealth Client Advisory & Growth in austin at Unknown Company
This position is listed as full time and onsite.