Sr. Relationship Advisor - Sr. Fiduciary Specialist

Location: Pasadena, California, United States; onsite, full time

Salary: $158,010–$276,460 USD annually, plus benefits and discretionary bonus eligibility.

Company

Global financial services organization providing wealth management, asset servicing, asset management, and banking services to sophisticated individuals, families, corporations, and institutions.

What you will do

• Manage complex fiduciary and wealth management relationships, developing a thorough understanding of client needs, goals, governing documents, and account agreements.
• Lead client conversations on goals-driven wealth management and holistic advice, explaining complex concepts in accessible language.
• Develop fiduciary and advisory solutions involving trust and tax law, estate planning, financial planning, asset management, and prudent investment principles.
• Identify fiduciary risk issues, apply internal standards and procedures, and coordinate timely resolutions with service teams and professional advisors.
• Build relationships with referral sources and external advisors, identify business opportunities, and represent the organization in professional and community organizations.
• Mentor less experienced partners, advise Relationship Advisors on fiduciary matters, and lead fiduciary projects and committees.

Requirements

• College or university degree or relevant proven work experience.
• 10–15 years of experience as a relationship manager or attorney in trust administration, estate administration, estate planning, or a related field.
• Extensive knowledge of fiduciary products, services, standards, principles, applicable laws, and regulations.
• Technical knowledge of investments, tax, legal matters, and operations, with skills in negotiation, problem solving, delegation, leadership, and sales.
• JD or similar credential strongly preferred.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Culture & Benefits

• Flexible and collaborative work culture with accessible senior leaders and opportunities for internal movement.
• Retirement benefits, including 401(k) and pension.
• Medical, dental, vision, spending accounts, disability, life, and accident insurance.
• Paid time off, parental and caregiver leave, and additional voluntary and well-being benefits.
• Discretionary bonus program that may include an equity component.
• Inclusive workplace with opportunities to support local communities through philanthropy.