Counsel, Law

Fiduciary Trust International is hiring a Trust Counsel to join our NY market team in Midtown. The Trust Counsel serves as an expert, both internally and externally, on matters related to estate planning, advanced tax planning, and trust and estate administration.

Wealth Planning:

Understand and update team and clients regarding changes to federal, state and local estate, gift and income tax laws and proactively identify impact to client plans

Trust and Estate Community Involvement/Marketing and Sales:

Actively represent the firm in the community through thought leadership and participation in industry groups such as bar associations, committees, networking groups and conferences

Act as a leader and SME for specific new projects and initiatives related to new business development and client retention

Review intake of new trust business and related documents in accordance with trust acceptance procedures

Engage and manage outside counsel

10+ years of trust administration and wealth planning experience in a legal or professional environment. Law firm experience preferred

Cross-border planning experience preferred

Knowledge of state-specific Trust laws, including NY, New Jersey, and other jurisdictions, preferred

Network of professional advisor relationships to leverage and collaborate with

Fluency across financial planning disciplines, including cash-flow planning, insurance and risk management, income tax planning and investment planning, preferred

MS Office skills (Outlook, Word, Excel, PowerPoint)

Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, including healthcare, insurance, disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain educational expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays), and a motivational wellbeing program. The base salary for this position is expected to range between $250,000 - $275,000, depending on level of relevant experience, plus bonus.

• We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.