Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Saint Paul, MN

In-House

Saint Paul, MN

Estate & Tax Planning Attorney / Trusts and Estates - General Attorney in Saint Paul, MN

Attorney

8-10 yrs required

No

Job Title:
Assistant General Corporate Counsel — Wealth Management, Personal Trust and Investments Attorney

Job Responsibilities:
The role involves providing legal support to the Law Division’s Wealth Management & Investment Services team, focusing on **MEMBERS ONLY**SIGN UP NOW***.’s personal trust and investment management accounts. Key responsibilities include:

- Interpreting and assessing laws and regulations relevant to personal trust and investments business lines, covering a wide array of state laws, OCC regulations, IRS codes, and SEC laws/regulations.
- Advising on the development and management of trust and investment management accounts and products, including assisting with business line offerings, structure, governance, and resolving account-level and business line issues.
- Supporting business lines with document drafting, process development, and business line controls to address business objectives and legal requirements.
- Engaging in contract review and negotiation as needed.
- Assisting in assessing risk and regulatory matters impacting personal trust and investments business lines and collaborating with Bank partners on such matters.
- Working in a team environment with Law Division colleagues, business line clients, and support partners such as Risk and Compliance.

Education and Experience Information:
- Candidates must be licensed by and in good standing with the appropriate state bar association or other relevant state attorney licensing authority.
- Preferred candidates will have eight to ten years of legal experience advising clients on personal trust administration, investment/wealth management, or related legal practice.
- Experience advising on compliance with state and federal regulations and laws is preferred.
- Experience representing financial institutions’ wealth management businesses, corporate trustees, or related experience with banking and/or securities regulations is preferred.
- Knowledge of trust and/or wealth management products and services, including asset management, is beneficial.
- Candidates should have excellent written, oral, and interpersonal communication skills and a strong commitment to client service.

Salary Information:
The salary range for this role, based on the primary location, is $149, - $175, - $193,. The actual salary may vary based on location. **MEMBERS ONLY**SIGN UP NOW***. offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase, 401(k) contribution, and pension, subject to eligibility requirements.

Additional Information:
The role offers a hybrid/flexible schedule with an in-office expectation of three or more days per week and flexibility to work outside the office for the remaining days. **MEMBERS ONLY**SIGN UP NOW***. values diversity and inclusion and is an equal opportunity employer, considering all qualified applicants without regard to protected characteristics.

Benefits include healthcare (medical, dental, vision), life insurance, disability, parental leave, retirement plans, paid vacation, holiday opportunities, adoption assistance, and sick leave accruals. **MEMBERS ONLY**SIGN UP NOW***. participates in the E-Verify program for employment eligibility verification and conducts background checks consistent with applicable laws.

Candidates must comply with **MEMBERS ONLY**SIGN UP NOW***. policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.