Job Overview
Employment Type
Full-time
Compensation
Type:
Hourly
Rate:
Range $27.50 - $40.50
Work Schedule
Weekend Shifts
Benefits
Medical insurance
Dental Insurance
Vision Insurance
401(k) retirement plan
Life insurance
Paid Time Off
Wellness Program
Job Description
Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, renowned for providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Founded over a century ago by a family with a rich legacy of entrepreneurship, Whittier Trust has built a reputation for trust, expertise, and personalized attention. The firm offers a broad array of services including investment management, fiduciary services, philanthropic advisory, and comprehensive family office solutions, catering to the unique and complex financial needs of private families and entrepreneurs. The corporate culture emphasizes client-focus, collaboration, performance accountability, family orientation,... Show More
Job Requirements
- Proven ability to plan and execute professional events with an emphasis on client experience and hospitality
- polished interpersonal skills and ability to engage confidently with executives, clients, and UHNW guests
- highly organized with exceptional attention to detail and ability to manage multiple timelines and priorities
- proficiency in Salesforce and event management platforms such as Cvent, Blackthorn, or comparable tools
- strong communication, negotiation, and vendor management skills
- creative mindset with ability to design brand-aligned experiences
- calm, solutions-focused approach under pressure
- commitment to confidentiality and discretion in all client and firm interactions
- willingness to work evenings and weekends as needed for event execution
Job Qualifications
- Bachelor’s degree in Marketing, Communications, Hospitality, or related field or equivalent experience
- 3-6 years of event planning experience preferably within financial services, professional services, or luxury brands
- demonstrated success managing end-to-end logistics for multi-city or high-touch events
- experience working with ultra-high-net-worth clients or luxury brand environments preferred
- familiarity with CRM systems such as Salesforce for guest management and reporting
- experience overseeing event budgets and measuring ROI
- demonstrated professionalism and brand representation in client-facing settings
Job Duties
- Plan, coordinate, and execute high-quality events that align with business and relationship objectives
- source and secure venues, negotiate contracts, and manage vendor relationships including catering, décor, and production
- oversee budgets, timelines, and logistics from setup through teardown ensuring a seamless and professional experience
- collaborate with leadership and regional teams to build and manage guest lists, invitations, and follow-up communications using CRM and event management platforms
- serve as on-site host and representative, welcoming guests and facilitating introductions to create an inviting atmosphere
- partner with marketing and brand teams to develop invitations, signage, and event collateral supporting marketing campaigns and PR initiatives
- anticipate potential issues or disruptions and develop contingency plans to respond swiftly to unforeseen challenges protecting guest experience and brand reputation
Job Qualifications
Experience
Mid Level (3-7 years)
Job Location
We didn't receive the exact location for this job posting,
please contact the employer.
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