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Trust Counsel

Company: Franklin Resources
Location: san mateo
Posted on: May 3, 2021

Job Description:

Fiduciary Trust International is a wealth management firm founded in 1931 by families for families, with a singular focus on growing and protecting our clients' wealth through generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations. And, we are part of Franklin Templeton, a global investment leader. That means we can combine a personalized experience with access to sophisticated research and investment solutions.

At Franklin Templeton, everything is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries Our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

Reporting to and under the general supervision of the Director of Trust & Estate Services, the Trust Counsel provides an advanced level of service internally and externally. While the position will initially start off remote during spring 2021, the position will be based in our San Mateo office once our offices reopen this summer (exact date TBD).

Reporting to and under the general supervision of the Director of Trust & Estate Services, the Trust Counsel provides an advanced level of service internally and externally. While the position will initially start off remote during spring 2021, the position will be based in our San Mateo office once our offices reopen this summer (exact date TBD).

What are the ongoing responsibilities of the Trust Counsel?

* Marketing and Sales: * 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

* 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 projects and 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

What ideal qualifications, skills & experience would help someone to be successful?

* JD or LLM required; additional law degree or MBA preferred * Bar admission in relevant states required * Requires 10 years trust experience in a legal or professional environment * Working knowledge of generally accepted business procedures, practices and regulations * Knowledge of state-specific Trust laws, including California, Delaware, New York and other jurisdictions, preferred * 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 * Ability to document all efforts as they reflect the completion of assignments * Ability to perform multiple tasks in a fast paced, team environment * Ability to interact with and present to senior management and clients on a regular basis * Excellent verbal and written communication skills * Excellent organizational skills * Ability to organize and maintain accurate, orderly files and records * Strong attention to detail * Ability to maintain confidentiality * Ability to exercise independent judgment consistent with the work being completed and within the department's guidelines * MS office skills - MS Outlook, Word, Excel, PowerPoint * Ability to solve routine department problems or client issues with little direction * Ability to assess a problem quickly and determine to what level it should be elevated, directing staff/clients to the correct person(s) * Work within specific guidelines and policies, deferring non-routine matters to supervisor * Able to supervise administrative staff

What makes Franklin Templeton unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards-the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Highlights of our benefits include:

* Three weeks paid time off the first year * Medical, dental and vision insurance * 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth, up to the IRS limits * Employee Stock Investment Program * Tuition Assistance Program * Purchase of company funds with no sales charge * Onsite fitness center and recreation center* * Onsite cafeteria* * Only applicable at certain locations

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, "I AM Franklin Templeton".

Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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. We invite you to visit us at to learn more about our company and our career opportunities.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to In your email, please include the accommodation you are requesting and the job title and 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 requests for accommodations will receive a response.



Keywords: Franklin Resources, San Mateo , Trust Counsel, Other , san mateo, California

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