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Posted Apr 18

Attorney, Private Bank

Bank of America
Jacksonville, FL or Charlotte, NC Full Time

Job Description:

This position will serve as a legal support partner to the U.S. Trust Private Wealth Management team and will advise on matters concerning fiduciary law in an increasingly competitive investment management environment. Responsibilities include legal support for trust, estate, and investment management account issues, addressing conflicts of interest, and fiduciary duties of loyalty, disclosure and diversification. This attorney will provide state law expertise for multiple jurisdictions, national project support, and support for issues related to fiduciary aspects of account investments, discretionary decisions, client related account issues.

Enterprise Description:

Provides general legal counsel to AMGs private banking businesses, as well as specific advice on products, services and certain legal actions. Reviews legal contracts and documents. Directly, or through staff, conducts legal research. May represent the bank in legal actions.

Required Skills:

Minimum 6 years of experience in the area of personal trust and/or estate law.

Knowledge of the Uniform Trust Code, Uniform Principal, Income Act, Uniform Prudent Investor Act

Decisiveness, sound, practical judgment, strong interpersonal skills, the ability to effectively prioritize and manage multiple on-going matters, and the ability to advise independently as well as participate as a member of a cohesive legal team.

JD and at least one state bar admissions (active/good standing)

Desired Skills:

Previous experience advising fiduciaries

Trust real estate experience


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