Senior Legal Counsel, Trust and Advisory (Wealth Management)

Location: Hybrid; candidates may be located in Delaware, Florida, Illinois, or Texas and must meet the applicable jurisdictional attorney licensing requirements.

Salary: $160,100–$272,300 USD base pay.

Company

hirify.global provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Review and analyze wills, trust agreements, and other fiduciary and estate documents when the bank serves in a fiduciary capacity.
• Advise Wealth Management management and business partners on trust administration, estate settlements, trust real estate, homestead issues, litigation, and complex fiduciary matters.
• Assess legal risks related to trust modifications and terminations in collaboration with the Chief Fiduciary Officer and internal partners.
• Advise committees on legal risk and compliance issues and oversee trust and estate litigation involving the bank.
• Review resignations, removals, distribution memoranda, and account terminations.
• Provide educational presentations, speak at industry and client conferences, and participate in local and state Bar meetings.

Requirements

• J.D. degree from an accredited law school and attorney licensing in the jurisdiction where the position is located, maintained before and after employment.
• Good standing with the applicable State Bar.
• At least 10 years of experience in a major law firm or in-house practice, specifically in trust and estate law.
• Broad, advanced knowledge of trusts, estates, guardianships, and estate, gift, and generation-skipping transfer taxes.
• Experience drafting and administering wills and trusts is essential.
• Ability to independently handle a broad range of trust and fiduciary matters using strong legal analysis and practical judgment.
• Ability to identify risks, develop solutions, make important decisions independently and quickly, manage multiple matters, and respond within short deadlines.
• Excellent communication, negotiation, teamwork, and relationship-building skills, including collaboration with outside counsel.
• Applicants must be authorized to work in the U.S. without current or future employment-based visa sponsorship.

Nice to have

• Knowledge and experience with non-U.S. international trust and fiduciary matters, estate tax, and related areas.

Culture & Benefits

• Balanced hybrid working model combining office and work-from-home time.
• Full-time schedule of 40 hours per week, generally 8:30–5:00; some nights and weekends may be required.
• Retirement benefits including 401(k) and pension, health and welfare benefits, paid time off, parental and caregiver leave, and life and accident insurance.
• Discretionary bonus program that may include an equity component.
• Flexible and collaborative workplace with internal mobility, accessible senior leaders, and community-focused philanthropy.