Director, Regional Trust Specialist
Fidelity Investments•Smithfield, RI
•Onsite
About The Position
Fidelity Personal Trust Company, FSB (FPTC) is looking for an upbeat and thorough professional to join its team as a Director, Regional Trust Specialist! In this role, you will be instrumental in bringing business into FPTC and supporting Fidelity’s high net worth clients in all fifty states. The position can be located in our Merrimack, New Hampshire or Smithfield, Rhode Island office.
Requirements
- A bachelor’s degree with 12 years of Financial Services experience
- 5 years working within a trust bank
- Comfortable reading complex trust documents
- Shown understanding of personal and trust taxation, fiduciary law, and estate planning
- Able to explain and present complex information clearly and concisely
- Excellent written and oral communication skills
- Ability to take initiative and work independently and balance multiple tasks
- Strong prioritization skills, attention to detail, and analytical abilities
- Strong team orientation with the ability to function as a standout colleague
Nice To Haves
- CTFA designation preferred
- CFP, MBA, or JD welcome but not required
Responsibilities
- Educating associates, grantors, and beneficiaries about FPTC’s services and guiding them as they work to bring new and existing trusts into FPTC
- Coordinating with Fidelity’s client-facing associates and FPTC’s fiduciary and trust administration teams to transition new and existing trusts
- Collecting required documentation and information to successfully onboard new and existing trusts in compliance with FPTC’s policies and procedures
Benefits
- Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process.
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What This Job Offers
Job Type
Full-time
Career Level
Director
