Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. 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. Unlike other firms 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. As a fiduciary the guidance we provide is always in the best interests of our clients without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton a diversified 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 youll get exposed to different cultures people and business development happening around the world.

Fiduciary Trust International is hiring an experienced Trust Counsel to join our Pasadena office and support the Los Angeles Market. Ideal candidates will be located in Southern California and will have 10 years trust experience in a legal or professional environment.

Core Responsibilities:

Deepening Client Relationships:

• Provide existing clients with holistic review of estate and wealth transfer plan and provide guidance accordingly in connection with team and act as a liaison partner with outside professional advisors

• Collaborate and coordinate with market teams and nationally in order to provide clients with breadth of firms offerings

• Responsible for some client relationships as a static-core partner leading with advice and guidance as needed as clients needs and plan structure evolve and change

• Understanding and updating team and clients with evolving changes to estate laws local state laws tax legislature and proactively identifying impact and potential changes with structuring in current and new client estate plans

Supporting Trust Administration:

• Provide guidance to designated Trust Administrators

• Review openings and closings of trust-related accounts and documents as appropriate for account acceptance or termination

• Refer questions to outside counsel as necessary

• Address beneficiaries and remaindermen questions and planning needs ad hoc

• Review exercises of discretion including principal income and distributions of income

• Participate in department initiatives including preparing materials for the Staff Board of Directors Trust Committee attending Staff Board of Directors Trust Committee and liaising with Trust Estate Tax and Custody on relevant changes in legislation and regulations

Market Engagement:

• Active community representation of the firm in the industry through thought leadership and attendance in industry groups such as Bar Associations; committees networking groups and conferences

• Assist and participate in new business meetings in order to articulate value proposition of integrated wealth management from Trust Counsel offering perspective

• Provide direction on opportunities and staying abreast of competitor offerings and structure; making relevant recommendations to senior management to improve competitiveness

• Actively engaged with general new business and marketing support including updating Trust Estate and Wealth Transfer Topic materials as required/requested

• Entrepreneurial and Growth mindset as an individual and team contributor

• Act as a leader and SME for specific new projects and initiatives related to new business development and client retention

Ideal Qualifications:

• JD or LLM required; additional law degree or MBA preferred

• Active California bar admission required

• 10 years trust experience in a legal or professional environment

• Working knowledge of generally accepted business procedures practices and regulations

• Knowledge of California specific Trust laws required

• Network of other professional advisor relationships to leverage and to collaborate with

• Experience working with entrepreneurs and business owners preferred

• Knowledge of international estate and tax planning preferred

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

• Excellent organizational skills and strong attention to detail

• Ability to travel throughout the state on occasion

Learn More: Click below links to learn more about Fiduciary Trust

• Fiduciary Trust International LinkedIn Company Page
• The Story of Fiduciary Trust International

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to supporttheir well-being and recognize their time talents and with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $270K - $300K depending on level of relevant experience plus discretionary bonus.

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