Senior Trust, Estate & Fiduciary Strategist

You are more than a job title. We want you to feel comfortable doing great work and bringing your best, authentic self to everything you do. We value your talents, traditions, and uniqueness—and we’re committed to fostering a strong sense of belonging in a respectful workplace. We intentionally seek diverse perspectives, experiences, and backgrounds, investing in a culture designed to celebrate differences.

We believe that belonging leads to better outcomes and a stronger community of associates united by our mission. At Capital, we live our core values every day:
Integrity, Client Focus, Diverse Perspectives, Long-Term Thinking, and Community.

You want to feel recognized r performance will be reviewed annually, and your compensation will be designed to motivate and reward the value that you provide. You’ll receive a competitive salary, bonuses and benefits. Your company-funded retirement contribution will factor in salary and variable pay, including bonuses.

You bring unique goals and interests to your job and your life. Whether you’re raising a family, you’re passionate about where you volunteer, or you want to explore different career paths, we’ll give you the resources that can set you up for success. Enjoy generous time-away and health benefits from day one, with the opportunity for flexible work options Receive 2-for-1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love Access on-demand professional development resources that allow you to hone existing skills and learn new ones

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 $35billion 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 $2trillion 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 is essential.

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…