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, specializing in providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families. Established with a century-long history of entrepreneurship by its founding family, the firm remains deeply committed to maintaining a client-first approach that delivers not only investment management but also fiduciary, philanthropic, and family office services. With a unique blend of tradition and innovation, Whittier Trust attracts professionals who are passionate about growing their skills while delivering tailored solutions for complex family situations. The company prides itself on a flat... Show More
Job Requirements
- Proven ability to plan and execute professional events with emphasis on client experience and hospitality
- Polished interpersonal skills and ability to engage confidently with executives, clients, and ultra-high-net-worth 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 a related field or equivalent experience
- 3-6 years of event planning experience preferably in 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 like 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, decor, and production
- Oversee budgets, timelines, and logistics from setup through teardown
- Collaborate with marketing leadership and regional teams to build and manage guest lists, invitations, and follow-up communications
- Serve as the onsite host and representative at events ensuring a polished and inviting atmosphere
- Partner with marketing and brand design teams to develop event collateral and support marketing campaigns
- Anticipate potential issues and develop contingency plans for event risk management
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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