Senior Trust Counsel & Client Relationship Lead

First American; United States; Remote; USD 149,000 - 198,000; Full time

Benefits offered by this job

Medical, dental, vision

401k

PTO / paid sick leave

Employee stock purchase plan

Job summary

First American seeks a Senior Relationship Manager, Trust Counsel to manage client relationships and provide legal guidance on trust services. This role combines relationship management with fiduciary expertise to ensure regulatory compliance and alignment with company policies.

The candidate will review trust documents, draft agreements, and partner with business units to deliver compliant trust services while mitigating legal risks.

Qualifications

• JD from an accredited law school.
• Active license to practice law in at least one U.S. jurisdiction.
• 5–12+ years of experience in trust law, estate planning, estate settlement, trust administration, or related legal field.

Responsibilities

• Build and maintain strong relationships with firm clients and internal stakeholders.
• Provide legal advice and guidance on trust-related matters, including compliance and risk management.
• Review, draft, and interpret trust documents, agreements, and related legal materials.
• Partner with business units to ensure trust services are delivered in accordance with legal and regulatory requirements.
• Identify and mitigate legal risks associated with trust activities.
• Support client onboarding, account maintenance, and issue resolution.
• Stay current on applicable laws, regulations, and industry trends impacting trust services.
• Monitor account activity ensuring compliance with established company policies and procedures, rules and regulations, including completion of annual Reg. 9 reviews.
• Foster strong relationships with clients, acting as a trusted advisor and addressing their financial concerns with professionalism and expertise.
• Keep accurate records of client interactions and transactions, ensuring data integrity and confidentiality

Skills

Relationship management

Legal analysis

Regulatory compliance

Communication skills

Education

Juris Doctor (JD)

Job description

First American seeks a Senior Relationship Manager, Trust Counsel to manage client relationships and provide legal guidance on trust services. This role combines relationship management with fiduciary expertise to ensure regulatory compliance and alignment with company policies.

The candidate will review trust documents, draft agreements, and partner with business units to deliver compliant trust services while mitigating legal risks.