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Brighton Jones

Posted 29 days ago

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Senior Trust & Estate Manager - Family Office

SeattleOn-siteFull-time

AI Summary

A Senior Trust & Estate Manager supports Family Office and trust company operations, coordinating estate planning, trust onboarding, administration, and compliance for ultra-high net worth clients.

About this role

Ready to make a meaningful impact?
At Brighton Jones, we’re a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact.
We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.

Brighton Jones is seeking a Senior Trust & Estate Manager to support our Family Office team and Brighton Jones Trust Company. This individual reports to the Director of Estate Planning and plays a central role in coordinating estate planning and other legal services for ultra-high net worth clients and trust onboarding and administration services for Brighton Jones Trust Company.

This role requires deep technical and practical expertise in trust and estate laws, transfer tax planning for high-net worth individuals, trustee fiduciary compliance, and trust administration. You will work closely with our Family Office wealth advisors, coordinating strategy, timing, and execution across clients’ legal, tax, and financial landscape. In addition, as the primary point of contact for Brighton Jones Trust Company, you will be responsible for fiduciary support, coordinating initial trust onboarding, and ongoing trust administration.

Take our Values in Action Self-Assessment to see how our values align!

Key Responsibilities:

Family Office Legal Support

  • Partner closely with the Director of Estate Planning to coordinate and execute estate planning and other legal services for ultra-high net worth Family Office clients
  • Analyze estate plans and trust documents, prepare summaries and flowcharts, identify planning opportunities and gaps
  • Assist with targeted legal research
  • Transfer tax modeling
  • Coordinate with clients outside legal advisors to draft legal documents
  • Proactively identify legal needs and planning opportunities tailored to the clients’ personal, charitable, tax, and financial goals
  • Coordinate income and transfer tax reporting
  • Support Family Office advisors in managing complex, multi-generational trust and estate structures for ultra-high net worth clients
  • Facilitate clear communication and information flow across legal, advisory, and operational teams
    • Brighton Jones Trust Company Support
  • Partner closely with the Director of Estate Planning to oversee Brighton Jones Trust Company’s trustee and other fiduciary services
  • Support initial trust onboarding and account set up for new clients
  • Manage ongoing trust administration, including coordinating trust distributions, reporting to beneficiaries, and trust accountings
  • Workflow and project management, including tracking trust milestones, deliverables, and deadlines
  • Maintain strict confidentiality and exercise strong judgment in handling sensitive client and family information
  • Partner with legal, compliance, and other stakeholders to ensure alignment with fiduciary and regulatory requirements
  • Support internal coordination, project tracking, and operational updates as the trust company continues to scale
    • Operational Excellence & Workflow Management
  • Own and improve tracking systems for trust and estate and related legal services workflows, ensuring visibility, accountability, and follow-through
  • Manage scheduling and coordination for trust and estate-related meetings, working sessions, and internal discussions
  • Maintain organized and accurate documentation across systems
  • Identify opportunities to streamline processes, reduce friction, and improve operational efficiency
  • Assist with billing, reporting, and preparation of client materials and presentation decks

What You Bring:

  • 6+ years of direct experience working with high-net worth clients providing family office/private client services, trust and estate and related legal services, and trust administration work.
  • Paralegal certificate or equivalent legal training.
  • Experience within or closely supporting a trust company, corporate trustee, or similar environment strongly preferred
  • Experience supporting estate planning strategy and execution, ideally in a Family Office or ultra high net worth client environment
  • Strong ability to read, interpret, and translate trust and estate documents into clear actions and operational requirements
  • Deep familiarity with trust structures, estate planning concepts, and fiduciary responsibilities
  • Experience supporting trust administration process
  • Excellent organizational skills with the ability to manage multiple priorities and deadlines
  • Clear, professional, and concise communication skills
  • High level of discretion and professionalism handling sensitive client information
  • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.

    • What Makes You Stand Out

  • You bring clarity and structure to complex trust and estate workflows
  • You can interpret legal documents and quickly translate them into actionable next steps
  • You anticipate needs and proactively move work forward
  • You balance precision with pace in a fast-moving environment
  • You understand the nuance of working with ultra high net worth families and operate with strong judgment, high emotional intelligence, and client-first service.

    • Who Thrives in This Role

  • Enjoy working at the intersection of estate planning, trust administration, and client service
  • Take pride in accuracy, follow-through, and getting the details right
  • Prefer roles where you own outcomes, not just tasks
  • Are comfortable navigating complexity and ambiguity
  • Want to be part of building a high-quality, scalable trust and estate platform

    • Compensation:

  • Pay: $100K – $150K+
  • Profit share: Additional opportunities for discretionary year-end profit sharing
    • Ownership & Financial Wellbeing
  • Fully paid medical, dental, and vision coverage for employees
  • 401(k) with 100% match up to 3% of annual compensation
  • Equity ownership opportunities for every employee
  • New Business Incentive Program
  • Generous employee referral bonus
  • Cell phone data reimbursement
  • Financial planning services discount for employees and immediate family members
    • Time & Flexibility
  • Minimum 3 weeks PTO starting Day 1
  • Winter Break, Summer Friday flex-days, and 10 paid holidays
  • Unlimited Volunteer Time Off plus company grant matching
  • Heavily subsidized transit
    • Growth & Development
  • 100% reimbursement for required training, certifications, licensing, and dues
  • Personal career development plans
  • Richer Life Business Partner (coaching for all employees)
  • Mindful Emotional & Social Intelligence training
  • Annual professional & personal wellbeing stipend
    • Connection & Community
  • Quarterly team-building events
  • Regular social events
  • Employee-led book clubs, committees, and affinity groups
    • Family & Milestones
  • Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
  • Adoption benefits
  • Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

    • Skills

    Estate PlanningFiduciary ComplianceLegal Document InterpretationTransfer Tax PlanningTrust AdministrationTrust And Estate LawTrust OnboardingWorkflow Management

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