Event Planner

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.

Our dedicated professionals work with clients and their families to deliver a broad array of services including investment management fiduciary philanthropic and family office. Our founding familys century-long history of entrepreneurship continues to guide our activities for clients today. Entrusted with private family assets our teams employ a consulting approach to tailor solutions for complex family situations.

Whittier Trust attracts professionals who have a desire to grow while building their skills in the service to our clients. Our organization is flat nimble and uniquely attuned to the needs and desires of both todays entrepreneurs as well as legacy family members who may be several generations removed from the wealth creators. Our corporate culture is one of client-focus collaboration performance and accountability family orientation and long-term career satisfaction. Employee turnover is low because of a high level of engagement and career fulfillment.

The position offers a competitive compensation package including base salary performance bonus equity consideration excellent medical and retirement plans.

JOB PURPOSE

The Event Planner Marketing & Client Experience will report to the Vice President Marketing and working closely with the Head of Business Development. This position is responsible for planning producing and hosting relationship-driven events that reflect Whittier Trusts reputation for excellence and personalized service.

This role manages all aspects of event execution from concept development and venue selection to guest list coordination logistics and post-event reporting. The ideal candidate is a polished professional who can anticipate needs manage details and deliver exceptional experiences that enhance client relationships and strengthen Whittier Trusts brand presence.

Experience working with luxury brands or ultra-high-net-worth individuals is strongly preferred. Discretion and confidentiality are essential given the nature of the firms client base and the sensitivity of guest and event information.

This position requires creativity organizational skill and composure under pressure as well as the ability to interact confidently with executives advisors and high-profile guests.

ESSENTIAL FUNCTIONS

1.

Event Planning Logistics & Execution :

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 for all attendees.

2.

Guest List Invitation & CRM Management :

Collaborate with the Vice President Marketing and the Head of Business Development and regional teams to build and manage guest lists invitations and follow-up communications. Use Salesforce and event management platforms such as Cvent Blackthorn or comparable tools to track RSVPs attendance and engagement. Ensure data accuracy for post-event reporting and business development follow-up.

3.

Hosting & Client Experience :

Serve as the on-site host and Whittier representative at events. Welcome guests facilitate introductions and create an inviting polished atmosphere that reflects the firms values. Work evenings and occasional weekends to oversee events from setup through close ensuring a seamless guest experience.

4.

Creative Collaboration & Marketing Integration :

Partner with the Vice President Marketing and Brand Designer members to develop invitations signage and event collateral. Support marketing campaigns and PR initiatives tied to key events. Contribute ideas for experiential enhancements and maintain alignment with brand standards.

5.

Creative Collaboration & Marketing Integration :

Partner with the Vice President Marketing and Brand Designer to develop invitations signage and event collateral. Support marketing campaigns and PR initiatives tied to key events. Contribute ideas for experiential enhancements and maintain alignment with brand standards.

6.

Risk and Contingency Management :

Anticipate potential issues or disruptions before and during events. Develop contingency plans and respond swiftly to unforeseen challenges to protect guest experience brand reputation and event integrity.

TOTAL : DESIRED SKILLS

• 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 the 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 the 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.

DESIRED QUALIFICATIONS

COMPENSATION

Base salary range

$75000 - $100000 annually

Salary may vary depending on job-related factors including but not limited to skills and experience. Full-time employees may be eligible for a comprehensive benefits package that includes : medical dental and vision coverage 401(k) life insurance paid time off and a Wellness Program. Annual bonus incentive pay and / or equity may also apply depending upon the role.

Key Skills

Sales Experience,Time Management,Marketing,Catering,Hotel Experience,Organizational skills,Hospitality Experience,Event Planning,Events Management,Eloqua,Event Marketing,negotiation

Employment Type : Full-Time

Experience : years

Vacancy : 1

Yearly Salary Salary : 75000 - 100000