Fiduciary Services Product Manager

Flagstar Bank•New York, NY

18h•Onsite

About The Position

Family Advisory and Trusts is a group of highly-credentialed, sales-focused professionals who provide sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; sophisticated income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. The Fiduciary Services Product Manager supports the development, execution, and ongoing enhancement of fiduciary service offerings, including third-party trustee solutions and philanthropic vehicles. This role partners closely with senior fiduciary, legal, and planning professionals and serves as a key connector between product, sales, and operations. The position emphasizes execution, coordination, and client-aligned delivery rather than primary fiduciary decision-making.

Requirements

Undergraduate Degree (4 years or equivalent)
6+ Years of experience in fiduciary services, trust administration, wealth management, or financial services.
Working knowledge of trust structures, estate planning concepts, and fiduciary regulations.
Experience working in a client-facing or client-support capacity within a financial institution.

Nice To Haves

JD or CTFA helpful but not required.
Experience supporting fiduciary or charitable service offerings in a product or program management capacity

Responsibilities

Support the design, implementation, and ongoing administration of fiduciary service offerings, including third-party trustee and charitable solutions.
Assist in maintaining product documentation, workflows, and service standards in coordination with legal, compliance, and operations teams.
Serve as a fiduciary product resource for private bankers and advisors, helping them understand available solutions and appropriate use cases.
Participate in client and prospect meetings alongside senior advisors to help explain fiduciary structures and capabilities.
Partner with internal stakeholders (planning, trust, tax, compliance, and operations) to support consistent delivery of fiduciary solutions.
Help track regulatory, industry, and product updates and support internal communication and training efforts.
Assist in preparing internal materials, talking points, and client-facing content related to fiduciary services.
Support senior leaders with research and preparation for client and industry presentations.
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings.
Accountable to maintain compliance with applicable federal, state and local laws and regulations.