Franklintempleton

Trust Counsel

New York, New York, United States of America

Sponsorship not specified$250k-$275kDetected 30 days ago

LLMsBusiness DevelopmentExcelTaxLeadershipCommunicationCollaborationOrganizational SkillsMicrosoft Office

About the role

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations.
Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals.
With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world.

Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients' portfolios while mitigating the impact of taxes on their wealth.
Liaise with internal team members and outside professional advisors to gather all relevant information, then develop and implement any changes or additions to the client plans
Collaborate and coordinate with market teams and nationally in order to provide clients with breadth of firm's offerings
Review intake of new trust business and related documents in accordance with trust acceptance procedures
Engage and manage outside counsel
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.

JD or LLM required
Bar admission in relevant states required
Experience our welcoming culture and reach your professional and personal potential!
10+ years of trust administration and wealth planning experience in a legal or professional environment. Law firm experience preferred
Network of professional advisor relationships to leverage and collaborate with
Excellent verbal and written communication skills
Excellent organizational skills with strong attention to detail
MS office skills (Outlook, Word, Excel, PowerPoint)

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

Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards.
We expect the base salary for this position to range between $250,000 - $275,000, depending on level of relevant experience, plus bonus.

As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits.
Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results.
We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
We understand that benefits are at the core of employee well-being and may vary depending on individual needs.
Learn more about the wide range of benefits we offer at Franklin Templeton
Ask your recruiter about benefits in your country.
Most benefits vary by location.

We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions.
We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Franklin Templeton is an Equal Opportunity Employer.
In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for.
Please note that only accommodation requests will receive a response.
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com.

This listing is sourced directly from Franklintempleton's careers page and normalized into a canonical job model.