Relationship Manager, Legal Counsel

First American • Santa Ana, CA

2d

About The Position

The Relationship Manager, Legal Counsel – Trust is responsible for managing client relationships while providing legal guidance related to trust services. This role serves as a key point of contact for clients, ensuring high-quality service, regulatory compliance, and alignment with organizational policies. The position combines relationship management with legal expertise to support trust operations and client needs.

Requirements

• Juris Doctor (JD) degree from an accredited law school
• Active license to practice law in at least one U.S. jurisdiction
• 5–12+ years of experience in trust law, estate planning, estate settlement, trust administration, or related legal field
• Strong understanding of fiduciary responsibilities and trust administration
• Excellent communication, analytical, and problem-solving skills
• Ability to balance legal risk with business objectives
• Strong interpersonal and relationship-building skills
• High attention to detail and organizational abilities
• Collaborative mindset with the ability to work cross-functionally

Nice To Haves

• Experience in client relationship management preferred

Responsibilities

• Build and maintain strong relationships with firm clients and internal stakeholders
• Provide legal advice and guidance on trust-related matters, including compliance and risk management
• Review, draft, and interpret trust documents, agreements, and related legal materials
• Partner with business units to ensure trust services are delivered in accordance with legal and regulatory requirements
• Identify and mitigate legal risks associated with trust activities
• Support client onboarding, account maintenance, and issue resolution
• Stay current on applicable laws, regulations, and industry trends impacting trust services
• Monitors account activity ensuring compliance with established company policies and procedures, rules and regulations, including completion of annual Reg. 9 reviews.
• Foster strong relationships with clients, acting as a trusted advisor and addressing their financial concerns with professionalism and expertise.
• Keep accurate records of client interactions and transactions, ensuring data integrity and confidentiality.

Benefits

• medical
• dental
• vision
• 401k
• PTO/paid sick leave
• employee stock purchase plan

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: Ph.D. or professional degree
• Number of Employees: 5,001-10,000 employees