Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Manager, Trust Counsel (Hybrid)

$148.6k - $198.2k

First American Financial Corporation

Who We AreJoin a team that puts its People First! Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit We DoThe Relationship Manager, Trust Counsel serves as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters. This role combines sophisticated trust and estate expertise with client relationship management, providing guidance on trust administration, fiduciary responsibilities, estate settlement, estate planning strategies, and regulatory compliance. The position partners closely with trustees, beneficiaries, financial advisors, tax professionals, and wealth management teams to deliver exceptional client service and fiduciary solutions.What You’ll Do: Serve as a trusted legal advisor to high-net-worth individuals, families, fiduciaries, and internal business partners on trust and estate matters.Build and maintain strong relationships with clients, trustees, beneficiaries, financial advisors, tax professionals, and other key stakeholders.Provide legal guidance on trust administration, fiduciary responsibilities, estate settlement, wealth transfer strategies, and regulatory compliance.Review, interpret, and advise on trust agreements, wills, powers of attorney, estate planning documents, and related legal instruments.Counsel clients and fiduciaries regarding trust administration matters, beneficiary issues, account distributions, and fiduciary decision-making.Partner with internal business units to ensure trust services are delivered in accordance with fiduciary obligations, legal requirements, and organizational policies.Identify, assess, and mitigate legal, fiduciary, and regulatory risks associated with trust and estate activities.Support complex client situations by developing practical solutions that balance client objectives, fiduciary responsibilities, and legal risk.Collaborate with external attorneys, accountants, wealth advisors, and tax professionals to support client needs and long-term planning objectives.Monitor account activity to ensure compliance with established company policies, fiduciary standards, regulatory requirements, and completion of annual Reg. 9 reviews.Stay current on trust, estate, fiduciary, and wealth planning laws, regulations, and industry developments that may impact clients and trust operations.Maintain accurate records of client interactions, legal guidance, and account activity while ensuring confidentiality and data integrity.What You’ll Bring: Juris Doctor (JD) degree from an accredited law school.Active license to practice law in at least one U.S. jurisdiction.7+ years of experience practicing trust and estate law, estate planning, probate, trust administration, estate settlement, fiduciary services, or a related legal field.Experience advising trustees, beneficiaries, executors, conservators, and other fiduciaries on trust and estate matters.Strong knowledge of trust administration, fiduciary principles, estate planning strategies, wealth transfer planning, and estate settlement processes.Experience reviewing, drafting, or interpreting estate planning documents, including trusts, wills, powers of attorney, and related fiduciary instruments.Ability to provide practical legal advice while balancing fiduciary responsibilities, client objectives, and business considerations.Experience building and managing relationships with high-net-worth clients and professional advisors preferred.Strong understanding of applicable trust, fiduciary, probate, and regulatory frameworks.Excellent communication, judgment, analytical, and problem-solving skills.Proven ability to build credibility and serve as a trusted advisor to clients and business partners.Strong organizational skills, attention to detail, and ability to manage multiple complex matters simultaneously.Collaborative mindset with experience working cross-functionally with legal, trust administration, wealth management, tax, and financial professionals.Pay Range: $148,600.00 - $198,200.00 AnnuallyThis hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.What We OfferBy choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.SummaryLocation: USA, California, Santa AnaType: Full time

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Relationship Manager, Trust Counsel (Hybrid) in Santa Ana, CA vacancy
  • $160k - $190k

     ...outcomes. We empower our senior counsel with autonomy, trust, and the tools to lead...  ...-Focused Work – Office, hybrid, or remote—we value...  ...You bring proven experience managing litigation teams, mentoring...  ...with clients Cultivate relationships with the firm's existing and... 
    Suggested
    Full time
    Work at office
    Remote work
    Flexible hours

    Tyson & Mendes

    Orange, CA
    1 day ago
  •  ...communities thrive. We are the world's trusted infrastructure consulting...  ..., program and construction managers and other professionals...  ...West Region. This will be a hybrid position including a combination...  ...matters, utilizing outside counsel retained by the company to... 
    Suggested
    Contract work
    For contractors
    Work at office
    Local area
    Remote work
    Worldwide
    Relocation package
    Flexible hours

    GrabJobs

    Santa Ana, CA
    1 day ago
  • $250k - $300k

     ...Estate Transactional Attorney Location: Orange County, CA | Hybrid Please double check you have the right level of experience and...  ..., title companies, and other transactional professionals Manage multiple transactions and deadlines while maintaining strong attention... 
    Suggested
    Temporary work

    Law Firms

    Orange, CA
    1 day ago
  •  ...Lead organization-wide compliance, grants management, and legal operations systems that...  ...access to justice. This is a full-time, hybrid, exempt position and reports to the Director...  ...justice. Build and maintain strong relationships with funding, oversight, and community... 
    Suggested
    Full time
    Contract work
    Work at office

    COMMUNITY LEGAL AID SOCAL

    Santa Ana, CA
    a month ago
  • $200k - $300k

    Trust & Estate Associate This Jobot Job is hosted by Jeff Ruben. Salary: $200,000 - $300,000 per year A Bit About Us Welcome to our distinguished...  ...their professional development. We offer competitive salaries, hybrid work options, and comprehensive benefits packages. Additionally,... 
    Suggested
    Full time
    Local area

    Jobot

    Irvine, CA
    3 days ago
  •  ...Relationship Manager FSSI has been a trusted leader in document outsourcing and communication solutions for over 45 years. We serve a wide range of Fortune...  ...time market feedback and your ideas to the table. Hybrid schedule available, giving you a balance of... 
    3 days per week

    FSSI

    Santa Ana, CA
    2 days ago
  • $220k - $292k

     ...Legal Team seeks a Legal Counsel-International to...  ...contracts lawyers, contract managers, and proposal managers...  ...Sales (FMS), and hybrid FMS/DCS structures is...  ...Americas regions.Manage relationships with procurement, contracting...  ...agencies. High-trust professional relationships... 
    Full time
    Contract work
    Work experience placement
    Work at office
    Immediate start

    Anduril Industries

    Costa Mesa, CA
    7 days ago
  • $100k - $160k

     ...convivial civil defense firm.  Hybrid or part time work schedules...  ...environment built on teamwork, close relationships, and loyal bonds among our...  ...legal research Manage litigation files from inception...  ...experience Experience in trusts and estates law What We Offer... 
    Full time
    Part time
    Work at office

    Pyka Lenhardt Schnaider Dawkins LLP

    Tustin, CA
    26 days ago
  • $47 per hour

     ...Description Our Probate & Trust Litigation Attorney is responsible for handling uncontested & contested probate and trust matters...  ...in litigation proceedings. This role requires strategic case management and the ability to independently manage complex matters while collaborating... 

    Soto Law Group, APC

    Newport Beach, CA
    3 days ago
  •  ...(Full-Time, Direct Hire | Hybrid (1/2 days week in office)...  ...(“TCG”), and Talley Wealth Management, LLC (“TWM”) (collectively,...  ...to become each client's Most Trusted Advisor (MTA) by delivering...  .... Maintain strong client relationships, deliver clear communication... 
    Full time
    Work at office
    2 days per week
    1 day per week

    Talley & Company

    Orange, CA
    3 days ago
  • $83.81k - $179.3k

    UBM's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to...  ...business entities and individuals. The Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting as the... 
    Work experience placement
    Local area
    Flexible hours

    UMB

    Costa Mesa, CA
    6 days ago
  • UMB's Corporate Trust team is seeking a Relationship Manager III to serve as the main point of contact for large trustee clients. The role involves overseeing day-to-day administration, billing for fees, and coordinating with legal and compliance to ensure accurate and... 

    UMB

    Costa Mesa, CA
    6 days ago
  • $140k - $200k

     ...0,000 - $200,000 per year A bit about us Trust & Estate litigation firm with a proven record...  .... Conduct and defend depositions; manage written discovery and e-discovery. Handle...  ...fiduciaries, beneficiaries, experts, and opposing counsel. Qualifications 2-5 years of recent Trust... 
    Local area

    Jobot

    Newport Beach, CA
    2 days ago
  • $157.67k - $283.8k

     ...employment law expertise with relationship skills. You will...  .... You will work in a hybrid-capacity, requiring 1-...  ...including performance management, accommodations,...  ...coordination with outside counsel. Draft, review, interpret...  .... Build trusted relationships with People... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours
    1 day per week

    Jobleads-US

    Costa Mesa, CA
    3 days ago
  • $140k - $240k

     ...A leading probate litigation practice is growing and looking for an attorney with experience in trust and estate disputes to join the team. If you enjoy complex cases, thrive in a collaborative environment, and want a career path with real growth, this could be a great... 
    Full time
    Work at office
    Local area
    Flexible hours

    Adams & Martin Group

    Costa Mesa, CA
    2 days ago
  •  ...strong business partner and trusted advisor who delivers exceptional...  ...and appeal. As an Associate Counsel with Travelers you will be...  ...client and business partner relationships.Fully and effectively...  ...available technology, case management system and automation.Travel... 
    Full time
    Local area
    Flexible hours

    The Travelers Indemnity Company

    Orange, CA
    3 days ago
  • $180k - $250k

     ...responsibilities are required. Duties: Manage a high-volume personal injury...  ...carriers and defense counsel, consistently positioning...  ...with a 4% company match ~ We trust our attorneys to take...  ...Location: Irvine, CA Hybrid Work Schedule ***Please... 
    Work at office

    Career Consulting Partners

    Santa Ana, CA
    a month ago
  • $126k - $150k

     ...Job Description Our Probate & Trust Litigation Attorney is...  ...role requires strategic case management and the ability to independently...  ...clients, experts, and opposing counsel to advance case strategy Maintain...  ...firm growth through client relationship management and reputation... 
    Work at office

    Soto Law Group, APC

    Newport Beach, CA
    a month ago
  • $160k - $190k

     ...seeking accomplished Senior Counsel ready to make an...  ...with the support and trust of a firm built for trial...  ...Work - Office‑based, hybrid, or remote—we focus on...  .... Litigation management: oversee all stages of...  ...skills. Strong client relationship management skills with... 
    Full time
    Temporary work
    Work at office
    Local area
    Remote work
    Flexible hours

    Tyson & Mendes

    Costa Mesa, CA
    4 days ago
  • BCG Attorney Search is seeking an Attorney for Trust and Estate Litigation in Costa Mesa, California. The role focuses on private wealth...  ..., especially in trust/estate matters, plus strong writing, analytical, and client-management skills. #J-18808-Ljbffr BCG Attorney Search
    Flexible hours

    BCG Attorney Search

    Costa Mesa, CA
    2 days ago
  • BCG Attorney Search seeks a General Liability Senior Attorney in Costa Mesa, CA for a flexible hybrid or remote role handling defense litigation from pleadings through trial. Requirements include a JD from an ABA-accredited school, CA bar admission, 8+ years of defense... 
    Remote job
    Flexible hours

    BCG Attorney Search

    Costa Mesa, CA
    3 days ago
  • BCG Attorney Search is seeking a junior-level Trusts and Estates Associate Attorney to join our Costa Mesa, CA office. The ideal candidate will have experience in estate and tax planning, as well as estate and trust administration for high-net-worth clients. The role emphasizes... 
    Work at office

    BCG Attorney Search

    Costa Mesa, CA
    4 days ago
  •  ...malpractice matters. The role focuses on strategic litigation, client counseling on risk and governance, and cross‑disciplinary collaboration...  ...matters, and a client‑facing leadership mindset. A flexible hybrid or remote working arrangement is available. #J-18808-Ljbffr... 
    Remote job
    Flexible hours

    Wilson Elser - Attorneys

    Costa Mesa, CA
    1 day ago
  •  ...Attorney in Orange County. This is a national coordinating counsel role with a flexible hybrid schedule. Ideal candidates have a California JD, CA bar,...  ...a plus. Role includes drafting pleadings, hearings, and managing a caseload with clients. #J-18808-Ljbffr Wilson Elser
    Flexible hours

    Wilson Elser

    Costa Mesa, CA
    6 days ago
  • $140k - $240k

    A leading probate litigation practice is looking for a Trust & Estate Litigation Attorney in California. This full-time position requires at least 1 year of experience in trust and estate disputes and an active California Bar license. The role promises strong business development... 
    Full time

    Adams & Martin Group

    Costa Mesa, CA
    3 days ago
  •  ...class and PAGA matters within a collaborative nationally recognized employment litigation practice. The position offers a flexible, hybrid or remote working arrangement, with ownership of cases and direct client interaction. 7+ years of litigation experience and strong... 
    Remote job
    Flexible hours

    Wilson Elser - Attorneys

    Costa Mesa, CA
    1 day ago
  •  ...Edelman & Dicker LLP seeks a client-focused Of Counsel or Partner-level attorney to defend legal and accounting professionals. Hybrid or remote work is available; a strong...  ...licensing, and governance, and help grow client relationships while mentoring junior attorneys. #J-1880... 
    Remote job

    Wilson Elser Moskowitz Edelman & Dicker LLP

    Costa Mesa, CA
    5 days ago
  • Job Overview A law firm seeks an Attorney for Trust and Estate Litigation in Costa Mesa, California. This role involves engaging in private...  ...persuasive legal documents including petitions and motions. Manage discovery processes and build evidentiary records. Participate... 
    Work at office
    Flexible hours

    BCG Attorney Search

    Costa Mesa, CA
    2 days ago
  •  ...boutique Southern California practice offering hybrid or remote work. You will handle high-net-worth divorce...  ...in family law, strong litigation and writing skills, and the ability to manage a caseload independently while maintaining client relationships. #J-18808-Ljbffr Jobot
    Remote job

    Jobot

    Huntington Beach, CA
    2 days ago
  • $190k - $300k

     ...you have.We are looking for a Corporate Counsel to serve as the designated legal lead for...  ...work from our Santa Ana office. Remote or hybrid candidates will also be considered. We believe...  ...skills with the ability to manage multiple workstreams while maintaining qualitySalary... 
    Full time
    Work at office
    Remote work
    Worldwide
    Flexible hours
    Shift work

    Collectors

    Santa Ana, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Manager, Trust Counsel (Hybrid). Be the first to apply!