Senior Relationship Manager, Trust Counsel (Hybrid)

The Senior Relationship Manager, Trust Counsel at First American is responsible for managing client relationships and providing legal guidance on trust services. This role involves:

• Building and maintaining strong relationships with firm clients and internal stakeholders
• Providing legal advice and guidance on trust-related matters, including compliance and risk management
• Reviewing, drafting, and interpreting trust documents, agreements, and related legal materials
• Partnering with business units to ensure trust services are delivered in accordance with legal and regulatory requirements
• Identifying and mitigating legal risks associated with trust activities
• Supporting client onboarding, account maintenance, and issue resolution
• Staying current on applicable laws, regulations, and industry trends impacting trust services
• Maintaining account activity to ensure compliance with established company policies and procedures, rules and regulations, including completion of annual Reg. 9 reviews.
• Fostering strong relationships with clients, acting as a trusted advisor and addressing their financial concerns with professionalism and expertise
• Keeping accurate records of client interactions and transactions, ensuring data integrity and confidentiality

Qualifications:

• Juris Doctor (JD) degree from an accredited law school
• Active license to practice law in at least one U.S. jurisdiction
• 5–12+ years of experience in trust law, estate planning, estate settlement, trust administration, or related legal field
• Experience in client relationship management preferred
• Strong understanding of fiduciary responsibilities and trust administration
• Excellent communication, analytical, and problem-solving skills
• Ability to balance legal risk with business objectives
• Strong interpersonal and relationship-building skills
• High attention to detail and organizational abilities
• Collaborative mindset with the ability to work cross-functionally

What You’ll Bring:

• Absolutely no information provided for this section

Pay Range:

$148,600.00 - $198,200.00 Annually

What We Offer:

• Comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan