Family Advisory & Trusts Analyst
Position Title
Family Advisory & Trusts Analyst
Location
New York, NY 10018
Job Summary
Reporting to the Head of Family Advisory and Trust Services, the Family Advisory Analyst plays a critical support role within the Family Advisory and Trust Services team. This position contributes to the development and execution of planning-connected products and scalable advice solutions that deepen client relationships and support revenue growth. The Analyst collaborates with senior team members and cross-functional partners to help translate planning initiatives into actionable business outcomes.
Pay Range: $84,878 - $112,463- $140,049
Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
JOB RESPONSIBILITIES
• Support the execution of the team's commercial strategy by assisting in initiatives that promote planning-connected products and services and coordinating with internal stakeholders.
• Contribute to the development of scalable advice solutions through content creation (client pitch decks, marketing collateral and thought leadership), and detailed estate planning and financial planning analysis.
• Provide operational and analytical support for planning products, including tracking performance metrics, coordinating vendor communications, and preparing internal reporting.
• Collaborate with product, investments, insurance, operations, and marketing teams to support the integration of planning advice into the broader platform
• Contribute to a culture of growth, collaboration, and client-first innovation within the Family Advisory team and across the Private Banking and Wealth Management business broadly.
• Uses independent judgement and discretion to make decisions on product recommendations to clients.
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: 4 years in private banking, financial planning, wealth management, or related support roles.
Preferred Qualifications:
• Interest in or progress toward a CFP.
Job Competencies:
• Strong organizational and project coordination skills, including mastery of PowerPoint
• Effective written and verbal communication abilities
• Ability to work collaboratively across teams and manage multiple priorities
• Detail-oriented with a proactive approach to problem-solving
• Demonstrates a client-first mindset and eagerness to learn and grow within the wealth management space
• 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.
• Physical demands (ADA): No unusual physical exertion is involved.
Flagstar is an Equal Opportunity Employer
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
