Director, Fiduciary Officer

Fidelity Investments • Merrimack, NH

5d

About The Position

Fidelity Personal Trust Company, FSB (FPTC) is seeking a Fiduciary Officer to support new and existing trust business in collaboration with Regional Trust Specialists and trust administration teams. The role may work out of the Merrimack, New Hampshire office and reports directly to the Vice President, Chief Fiduciary Officer. Fiduciary Officers provide fiduciary guidance and risk oversight to ensure compliant administration of FPTC’s trust business. The position works directly with prospects, clients, clients’ counsel, and advisors.

The successful candidate will review trust documents, support administration of trust relationships in accordance with applicable state and federal laws and regulations, draft settlement agreements and releases with guidance from Fidelity’s legal department, and develop and present fiduciary training. The role also works with teams across FPTC to develop creative solutions to problems affecting its trusts.

Requirements

• J.D. required.
• More than 10 years of professional experience.
• At least 6 years of experience in estate planning, trust administration, risk, and/or wealth planning with a law firm, trust company or bank, or in the financial services industry.
• Experience with complex trust documents, principal and income accounting, personal and trust taxation, investments, trust and estate law, estate planning, and retirement law.
• Ability to think analytically, strategically, and tactically.
• Ability to develop and clearly and effectively explain innovative solutions to complex situations.
• Excellent written and verbal communication skills.
• Ability to take initiative, work independently, balance multiple tasks, prioritize work, and maintain accuracy and efficiency.
• Strong team orientation and ability to be a standout colleague.
• Excellent interpersonal, organizational, attention-to-detail, follow-through, and analytical abilities.
• Experience guiding, advising, and training varied audiences on fiduciary principles, procedures, trust administration, estate planning concepts, and risk mitigation.

Nice To Haves

• LL.M. degree.

Responsibilities

• Review trust documents for prospects considering naming FPTC as trustee.
• Work with the trust administration team to ensure current trust relationships are administered in accordance with state and federal laws and regulations.
• Draft settlement agreements, releases, and other documentation with guidance from Fidelity’s legal department.
• Develop and present fiduciary training.
• Work with other FPTC teams to creatively solve problems affecting FPTC’s trusts.
• Provide fiduciary guidance and risk oversight to support compliant trust administration.
• Work directly with prospects, clients, clients’ counsel, and advisors.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: Ph.D. or professional degree