Trust Counsel

About the role

This role provides business-aligned guidance focused on governance, compliance, and operational risk management. You will partner with leaders, compliance stakeholders, and cross-functional teams to translate complex issues into practical recommendations.

Responsibilities

• Conduct comprehensive reviews of estate and wealth transfer plans with clients
• Collaborate with internal and external advisors to enhance client plans
• Stay updated on tax law changes and assess their impacts on client strategies
• Engage with market teams for integrated wealth management solutions
• Participate in new business meetings to communicate the firm’s value proposition
• Represent the firm in community initiatives and industry events
• Guide trust team in administration and management of trust matters

Qualifications

• JD or LLM required
• Bar admission in relevant states required
• 10+ years of trust administration and wealth planning experience, preferably in a law firm
• Cross-border planning experience desired
• Knowledge of specific Trust laws, particularly in NY and NJ, preferred
• Strong network of professional advisor relationships
• Fluency in financial planning disciplines including tax and investment planning
• Exceptional verbal, written communication, and organizational skills

Benefits

• Comprehensive healthcare options
• 401(k) plan with generous matching
• Employee stock investment program
• Learning and career development resources
• Paid time off including vacation, holidays, and parental leave
• Motivational wellbeing program

Pay

$250,000 – $275,000 annually

Schedule

Full-time