Senior Trust, Estate & Fiduciary Strategist

“I can succeed as the Senior Trust, Estate & Fiduciary Strategist at Capital Group.”

Capital Group’s Private Client Services business was founded 50 years ago as a family office for Capital Group’s senior executives and their families. We have since expanded into a full-service registered investment advisor and trust company, offering comprehensive wealth management, and overseeing some $35 billion in assets for a select group of high-net-worth individuals, trusts, foundations, and endowments nationwide. Though we are an exclusive boutique, and maintain a relatively small number of client relationships, we are able to tap into in-depth, world-class research and portfolio management experience from Capital Group’s investment research and portfolio management operations managing more than $2 trillion around the globe. As we like to say, we’re big where it counts and small where it matters, and it’s one reason we’ve earned such a strong reputation in the industry.

• As an integral member of our Private Client Services (“PCS”) team, the Senior Trust, Estate & Fiduciary Strategist will have the unique opportunity to utilize your legal background as a trust and estate planning attorney but do away with timesheets and billing in this in-house, non-practicing attorney role.  You will support our clients’ needs through extensive collaboration with PCS’ clients/prospects, their external advisors, and our internal tax, legal, trust and wealth advisory teams.  Although you will no longer draft estate planning documents for clients, your experience in drafting estate planning documents and implementing tax and wealth transfer planning solutions for high-net-worth clients are essential.

Responsibilities

Estate Planning and Client Service

• Support nationwide distribution team, client service teams and wealth advisory group by providing thoughtful, well-reasoned planning solutions for PCS clients.

• Participate in virtual and in-person meetings with PCS clients and prospects, and their investment, tax, and legal advisors, to provide a wide-range of investment, financial, tax, estate and charitable planning solutions. 

• Review and summarize estate planning documents for the clients and prospects of PCS, which may include verbal discussion, drafting of comments, summary memos or flowcharts. 

• Identify potential issues and opportunities for clients in estate planning and transfer tax issues.

• Be a resource for miscellaneous questions from internal partners, clients, and clients’ external advisors regarding clients’ estate planning.

Fiduciary Matters

• Serve as an officer in our trust company, Capital Bank and Trust Company, and partner with our Trust Officers on new trustee appointment opportunities, ongoing trust administration and post-mortem trust and estate administration.

• Review trust documents in light of their application to assets proposed to be held in a fiduciary capacity.

• Partner with internal colleagues and external advisors to understand fiduciary procedures, resolve fiduciary issues and client situations.

• Serve on trust company-related committees.

• Find and/or supervise and interact with outside counsel to the trust company as needed.

• Serve as an internal resource on state-specific laws and procedures.

Business Development

• Collaborate with internal teams to support new business development, including meeting prep and strategy, identifying issues and opportunities in the realm of estate planning.

• Attend prospect meetings virtually or in-person as needed.

• Cultivate relationships with external professionals to support business development and client referral needs.

• Participate in external speaking opportunities when appropriate to promote Capital Group PCS’ comprehensive wealth planning and trustee services.

• Assist with the development of marketing materials, sales literature, and training curriculum.

Professional Development and Continuing Education

• Participate in Bar Association and other practice-area organizations and events to maintain and add to professional knowledge, cultivate external professional relationships, and maintain and grow Capital Group PCS’ position as a thought-leader.

• Publish articles in professional journals as appropriate.

• Remain updated on practice area developments and trends by routinely attending seminars, meetings and regularly reading relevant news and publications.

The Senior Trust, Estate & Fiduciary Strategist will also travel to client and prospect meetings, department retreats, speaking opportunities and i