Capital Group

Capital Group

Senior Trust, Estate & Fiduciary Strategist

New York · Senior · Contract

Sponsorship not specified$174k-$261kDetected 13 days ago
Business DevelopmentAccountingResearchCommunicationCollaborationTime ManagementWriting

About the role

  • "I can be myself at work." You are more than a job title.
  • We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do.
  • We value your talents, traditions, and uniqueness-and we're committed to fostering a strong sense of belonging in a respectful workplace.

Responsibilities

  • Support nationwide distribution team, client service teams and wealth advisory group by providing thoughtful, well-reasoned planning solutions for PCS clients.
  • Review and summarize estate planning documents for the clients and prospects of PCS, which may include verbal discussion, drafting of comments, summary memos or flowcharts.
  • Be a resource for miscellaneous questions from internal partners, clients, and clients' external advisors regarding clients' estate planning.
  • Serve as an officer in our trust company, Capital Bank and Trust Company, and partner with our Trust Officers on new trustee appointment opportunities, ongoing trust administration and post-mortem trust and estate administration.
  • Review trust documents in light of their application to assets proposed to be held in a fiduciary capacity.
  • Partner with internal colleagues and external advisors to understand fiduciary procedures, resolve fiduciary issues and client situations.
  • Collaborate with internal teams to support new business development, including meeting prep and strategy, identifying issues and opportunities in the realm of estate planning.
  • Cultivate relationships with external professionals to support business development and client referral needs.
  • Participate in Bar Association and other practice-area organizations and events to maintain and add to professional knowledge, cultivate external professional relationships, and maintain and grow Capital Group PCS' position as a thought-leader.
  • You will support our clients' needs through extensive collaboration with PCS' clients/prospects, their external advisors, and our internal tax, legal, trust and wealth advisory teams.

Requirements

  • You have an L.L.M. in taxation and/or State Bar-sponsored Certified Specialization.
  • You have post-mortem trust and estate administration or related litigation experience.
  • You have knowledge and understanding of capital markets.
  • You have knowledge of financial industry, investment recommendations and strategies, fiduciary practices, and the investment advisory and wealth planning business.
  • You have knowledge of accounting and/or experience working with business founders.

Nice to have

  • Excellent communication skills including strong written, verbal and listening skills.
  • Analytical skills and strong technical skills along with attention to detail.
  • A client-centric approach, as a solution-oriented problem solver and team player.
  • Strong tax/trust research and writing skills, and strong public presentation skills.
  • Additionally, the following qualifications would be preferred:

Compensation

  • Temporary positions in the United States are excluded from the above mentioned compensation and benefit plans.
  • $174,000 - $261,000
  • That's why we offer a culture, compensation and opportunities that empower our associates to build successful and prosperous careers.
  • In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital's annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.
  • You can learn more about our compensation and benefits here.
  • Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love

Benefits

  • Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options
  • Professional Development and Continuing Education

Company info

  • "I can be myself at work."
  • You are more than a job title.
  • We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences.
  • We believe that belonging leads to better outcomes and a stronger community of associates united by our mission.

Equal opportunity

  • We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment.

Visa & Work Authorization

  • itions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran statu
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This listing is sourced directly from Capital Group's careers page and normalized into a canonical job model.