Senior Trust & Estate Strategy Architect

353 CGPCS CG Private Client Svc; United States; In loco; USD 174.000 - 261.000; Tempo pieno

Vantaggi offerti da questo lavoro

Bonuses

Retirement contribution

Generous time‑off

Descrizione del lavoro

Capital Group PCS seeks a Senior Trust, Estate & Fiduciary Strategist to leverage extensive trusts and estates law experience in a private client setting. You will collaborate with PCS clients, external advisors and internal teams to design wealth transfer plans and fiduciary solutions.

The role emphasizes strong drafting, research, and client‑facing skills, with travel to meetings. A J.D. with bar admission and an LL.M. in taxation are highly valued.

Competenze

• 7+ years of trusts and estates law practice in a law firm or in‑house at a wealth manager.
• J.D. with active membership in a State Bar Association.
• LL.M. in taxation and/or state bar specialization preferred.
• Post‑mortem trust/estate administration or related litigation experience.
• Knowledge of capital markets and financial industry practices.

Mansioni

• Assist with estate planning and client service for PCS clients and prospects.
• Collaborate with internal teams to support fiduciary matters and tax planning.
• Support business development and client referral initiatives.
• Engage in ongoing professional development and industry events.

Conoscenze

Time management

Communication skills

Analytical skills

Client focus

Public speaking

Formazione

J.D. with active State Bar membership

LL.M. in taxation

Descrizione del lavoro

Capital Group PCS seeks a Senior Trust, Estate & Fiduciary Strategist to leverage extensive trusts and estates law experience in a private client setting. You will collaborate with PCS clients, external advisors and internal teams to design wealth transfer plans and fiduciary solutions.

The role emphasizes strong drafting, research, and client‑facing skills, with travel to meetings. A J.D. with bar admission and an LL.M. in taxation are highly valued.