Director, Senior Trust Officer

Fidelity Investments•Merrimack, NH

8d•Onsite

About The Position

Fidelity Personal Trust Company seeks a Senior Trust Officer due to business growth. This role is an integral part of the Personal Trust Administration team, providing trust services to Fidelity Institutional business partners and individual trust clients nationwide. The Senior Trust Officer will be the primary fiduciary contact for significant and sophisticated trust relationships, managing all aspects of trust administration and relationship management for assigned clients, supported by a dedicated Trust Administrator.

Requirements

College degree or equivalent
12 + years financial services experience
5 - 8+ years of shown experience in trust administration
Detailed understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services

Nice To Haves

CTFA preferred
advanced degree/designation (JD, MBA, or CPA) considered but not required

Responsibilities

Handling client relationships to maintain client satisfaction and retain business
Managing a diverse book of business and ensuring account activity aligns with trust document, applicable law, and internal procedures
Recommending action on fiduciary decisions related to trust administration
Providing estate and tax expertise as necessary
Understanding and helping clients with sophisticated financial situations
Thinking strategically and tactically
Working independently and as part of a team, including coordinating workflow for Trust Administrator
Strong ability to collaborate with business partners at all levels within the Fidelity organization
Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries