Family Advisory & Trusts Analyst

Family Advisory & Trusts Analyst

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

• 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

Job Requirements

Preferred Qualifications

Job Competencies

Flagstar is an Equal Opportunity Employer