2 дня назад
Counsel - Trust & Estates
170 000 - 220 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Counsel - Trust & Estates (Trust and Estate Law): Advising three trust companies on fiduciary administration, complex trust and estate matters, agreements, regulatory developments, and governance with an accent on sophisticated legal analysis, policy development, and multistate requirements. Focus on negotiating fiduciary instruments, guiding complex administration, advising boards and senior management, and translating regulatory changes into practical solutions.
Location: New York, United States; hybrid with a minimum of three days per week in the office. Occasional domestic and overnight travel is required.
Salary: $170,000–$220,000 base salary plus annual bonus target.
Company
is a global financial services firm providing specialist expertise, technology solutions, investor services, and private wealth services through a partnership model.
What you will do
- Advise two National Trust Companies and one Cayman Trust Company on business acceptance and all aspects of fiduciary administration.
- Review and negotiate trust agreements, wills, entity formation documents, settlement agreements, engagement letters, intercompany agreements, and vendor contracts.
- Partner with Trust Officers, Office Heads, Wealth Planners, Relationship Managers, external counsel, and internal legal teams on complex trust and estate matters.
- Track legal and regulatory developments and prepare practical guidance, memoranda, and multistate law reviews.
- Advise Trust Company Boards and Committees, support key projects, and provide counsel during audits and regulatory examinations.
- Present at legal developments meetings and Trust Officer training, and represent the firm in bar association and industry groups.
Requirements
- Juris Doctor degree and active bar admission in good standing.
- 10+ years of relevant experience in trusts and estates law.
- Deep knowledge of trust and estate law, complex trust and estate administration, investment structures, and document provisions.
- Knowledge of rules, regulations, and best practices for trust, estate, and entity administration, including state and federal banking requirements.
- Experience applying legal principles to complex fact patterns and developing creative business solutions.
- Strong written and oral communication, drafting, project management, and senior stakeholder collaboration skills.
Nice to have
- Knowledge of one or more state-specific trust and estate laws.
Culture & Benefits
- Collaborative, close-knit legal team working with Compliance, Risk, and client-facing colleagues.
- Substantial autonomy, direct access to senior management and boards, and firmwide visibility.
- Opportunity to grow into lead responsibility over the next few years.
- Benefits include long-term savings, healthcare, income protection, professional development, and time off.
- Stable private-partnership environment with mentoring and opportunities to contribute beyond the daily role.
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