Fiduciary Services Product Manager

Position Title

Fiduciary Services Product Manager

Location

New York, NY 10018

Job Summary

Family Advisory and Trusts is group of highly-credentialed, sales-focused professionals who provide sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; sophisticated income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future.

The Fiduciary Services Product Manager supports the development, execution, and ongoing enhancement of fiduciary service offerings, including third-party trustee solutions and philanthropic vehicles. This role partners closely with senior fiduciary, legal, and planning professionals and serves as a key connector between product, sales, and operations. The position emphasizes execution, coordination, and client-aligned delivery rather than primary fiduciary decision-making.

Job Responsibilities:

JOB RESPONSIBILITIES

• Fiduciary Product Support and Execution. Support the design, implementation, and ongoing administration of fiduciary service offerings, including third-party trustee and charitable solutions. Assist in maintaining product documentation, workflows, and service standards in coordination with legal, compliance, and operations teams.
• Sales and Client Support. Serve as a fiduciary product resource for private bankers and advisors, helping them understand available solutions and appropriate use cases. Participate in client and prospect meetings alongside senior advisors to help explain fiduciary structures and capabilities.
• Cross‑Functional Coordination. Partner with internal stakeholders (planning, trust, tax, compliance, and operations) to support consistent delivery of fiduciary solutions. Help track regulatory, industry, and product updates and support internal communication and training efforts.
• Market and Internal Education Support. Assist in preparing internal materials, talking points, and client-facing content related to fiduciary services. Support senior leaders with research and preparation for client and industry presentations.

ADDITIONAL ACCOUNTABILITIES

• Performs special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS

Required Qualifications:

• Education level required: Undergraduate Degree (4 years or equivalent) 
• Minimum experience required: 6+ Years of experience in fiduciary services, trust administration, wealth management, or financial services.

• Working knowledge of trust structures, estate planning concepts, and fiduciary regulations.
• Experience working in a client-facing or client-support capacity within a financial institution.

Preferred Qualifications:

• Education level preferred: Undergraduate Degree (4 years or equivalent)
• JD or CTFA helpful but not required.
• Experience supporting fiduciary or charitable service offerings in a product or program management capacity

Job Competencies:

• Team player. The Family Advisory team works closely with one another and believes the work we do is a team sport.
• Entrepreneurial mindset. Flagstar Private Bank is growing quickly. Successful candidates will thrive in an ever-changing, ‘start up’ like environment, where there is clear opportunity to build and shape the future of the team and our delivery of fiduciary services.
• Client obsessed. Helping clients grow, protect, and transfer their wealth is what gets you up in the morning. We care deeply about the individuals and families we serve.
• Polished presentation and sufficient gravitas to quickly instill a client’s trust.
• Jargon-free. Able to synthesize complex financial topics and explain them in ‘plain English’ to individuals without a legal background.
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
• Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.

Flagstar is an Equal Opportunity Employer 

We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank 

Pay Range

$85,059.75 - $134,762.00

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.