Attorney, Private Bank
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.
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.
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)
Previous experience advising fiduciaries
Trust real estate experience
Sign up for Job Alerts
Legal Counsel- PatentsDropboxSan Francisco, CAApr 28
Counsel, Labor Relations20th Century FoxLos Angeles, CAApr 28
Senior Counsel, Litigation UnitCignaPhiladelphia, PA or Bloomfield, CTApr 28
Insurance Regulatory AttorneyWillis Towers WatsonWashington, D.C.Apr 28
Insurance Regulatory AttorneyWillis Towers WatsonNashville, TNApr 28
More from Bank of America
Attorney- Private Bank Mortgage ServicingBank of AmericaPlano, TXApr 28
Attorney- Private Bank Mortgage ServicingBank of AmericaCharlotte, NCApr 28
Attorney-Private Bank- Mortgage OriginationBank of AmericaCharlotte, NCApr 28
Attorney - Home Loans MarketingBank of AmericaCharlotte, NCApr 18
Attorney - Consumer Banking- Credit Card MarketingBank of AmericaWilmington, DEApr 18