Relationship Manager, Trust Counsel

Location: Hybrid role in Santa Ana, California, USA

Salary: $148,600–$198,200 annually

Company

hirify.global is an established company with an inclusive, people-first culture and a long history dating back to 1889.

What you will do

• Advise high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters.
• Build relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and wealth management teams.
• Provide guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer strategies, and regulatory compliance.
• Review, interpret, and advise on trusts, wills, powers of attorney, estate planning documents, and related legal instruments.
• Identify and mitigate legal, fiduciary, and regulatory risks while developing practical solutions for complex client situations.
• Monitor account activity, maintain accurate confidential records, and ensure completion of annual Regulation 9 reviews.

Requirements

• Juris Doctor degree from an accredited law school.
• Active license to practice law in at least one U.S. jurisdiction.
• 7+ years of experience in trust and estate law, estate planning, probate, trust administration, estate settlement, fiduciary services, or a related field.
• Strong knowledge of trust administration, fiduciary principles, estate planning, wealth transfer planning, probate, and regulatory frameworks.
• Experience advising trustees, beneficiaries, executors, conservators, and other fiduciaries.
• Excellent communication, judgment, analytical, organizational, and problem-solving skills, with the ability to manage multiple complex matters.

Nice to have

• Experience managing relationships with high-net-worth clients and professional advisors.
• Experience collaborating with legal, trust administration, wealth management, tax, and financial professionals.

Culture & Benefits

• Inclusive, people-first workplace that supports individuality and collaboration.
• Medical, dental, and vision coverage based on eligibility.
• 401(k), paid time off, and paid sick leave.
• Employee stock purchase plan and additional benefits.