Director, Senior Trust Officer

Fidelity Investments • Greenville, DE

1d • Hybrid

About The Position

Note: Fidelity will not provide immigration sponsorship for this position. The Role Due to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer! The Trust Officer is an integral member of the Personal Trust Administration team which provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S. The incumbent will be the primary fiduciary contact for some of our largest and most sophisticated trust relationships. Supported by a dedicated Trust Administrator, the Senior Trust Officer is responsible for all facets of trust administration and relationship management for their assigned clients. The Expertise and Skills You Bring A comprehensive understanding of trust and estate law, personal and trust taxation, and estate planning is essential for this role. Strong relationship management abilities are needed, as well as the following: College degree or equivalent, with 12 + years financial services experience 5 - 8+ years of shown experience in trust administration CTFA preferred, advanced degree/designation (JD, MBA, or CPA) considered but not required Detailed understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services 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 The Team Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside Investment Advisors, and Fidelity Personal Trust Company’s trust administration expertise. We take great pride in building strong and lasting relationships with our customers, providing sound fiduciary guidance, and delivering a best-in-class customer experience. Locations: Merrimack, NH and Greenville, DE Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to [email protected], or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact [email protected] For roles based in Germany: Contact [email protected] Fidelity Privacy Policy

Requirements

• College degree or equivalent, with 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level