Relationship Manager, Legal Counsel

What We Do
The Relationship Manager, Legal Counsel – Trust is responsible for managing client relationships while providing legal guidance related to trust services. This role serves as a key point of contact for clients, ensuring high-quality service, regulatory compliance, and alignment with organizational policies. The position combines relationship management with legal expertise to support trust operations and client needs.

What You’ll Do:

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

Monitors 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.

What You’ll Bring:

Juris Doctor (JD) degree 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

Experience in client relationship management preferred

Strong understanding of fiduciary responsibilities and trust administration

Excellent communication, analytical, and problem-solving skills

Ability to balance legal risk with business objectives

Strong interpersonal and relationship-building skills

High attention to detail and organizational abilities

Collaborative mindset with the ability to work cross-functionally

** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **

First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).

First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.

What We Offer
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.

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