Senior Relationship Manager, Trust Counsel (Hybrid)

Who We Are

First American has been fostering an inclusive, people-first culture since 1889. We value diversity, equity and belonging and believe that empowering our people drives our success.
What We Do

The Senior Relationship Manager, Trust Counsel 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.
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.
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.
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.
Pay Range

$148,600.00 - $198,200.00 annually. This is a reasonable estimate of the base pay range for this position at the time of posting.
What We Offer

First American is an equal‑opportunity employer in every sense of the term. We consider all qualified applicants, including those with arrest or conviction records, in a manner consistent with applicable state and local laws. The pay range is part of a comprehensive benefits package that includes medical, dental, vision, 401(k), PTO/paid sick leave, and an employee stock purchase plan.

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