Trust Counsel

Location: Hybrid in Midtown, New York, United States

Base salary: $250,000–$275,000 annually, plus an annual discretionary bonus.

Company

Fiduciary Trust International provides investment and wealth management, estate planning, tax planning, trust administration, and custody services for high-net-worth individuals, families, family offices, endowments, foundations, and institutions. The firm is owned by hirify.global.

What you will do

• Review clients’ estate and wealth transfer plans and recommend strategies aligned with their goals.
• Coordinate with relationship teams and external professional advisors to gather information and implement changes to client plans.
• Monitor federal, state, and local estate, gift, and income tax law developments and assess their impact on client plans.
• Advise trust team members on trust and estate administration, including terminations, accountings, decantings, settlement agreements, and discretionary distributions.
• Review new trust business and related documents in accordance with trust acceptance procedures.
• Support new business development, client retention, thought leadership, industry participation, and management of outside counsel.

Requirements

• JD or LLM required.
• Bar admission in relevant states required.
• 10+ years of trust administration and wealth planning experience in a legal or professional environment.
• Knowledge of state-specific trust laws, including New York, New Jersey, and other jurisdictions.
• Excellent verbal and written communication, organization, and attention to detail.
• Proficiency with Outlook, Word, Excel, and PowerPoint.

Nice to have

• Law firm experience.
• Cross-border planning experience.
• Professional advisor relationships and experience across cash-flow planning, insurance and risk management, income tax planning, and investment planning.

Culture & Benefits

• Collaborative work with relationship teams, investment managers, tax and estate planning professionals, and external advisors.
• 401(k) plan with a generous match and recognition rewards.
• Healthcare, insurance, disability, employee stock investment, and wellbeing programs.
• Paid vacation, holidays, sick leave, parental and caregiving leave, bereavement leave, volunteering leave, and floating holidays.
• Learning resources, career development programs, and reimbursement for certain education expenses.