• Job Description

  Req#: 863038

  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, you’ll 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 firm’s 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 rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, 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.

  #LI-US

  #Hybrid

  Experience our welcoming culture and reach your professional and personal potential!

  Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

  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. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

  Learn more about the wide range of benefits we offer at Franklin Templeton

  *Most benefits vary by location. Ask your recruiter about benefits in your country.

  Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

  Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com . In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

• About the company

  Franklin Resources Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.

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