Director, Fiduciary Officer

Fidelity • Merrimack, NH

2d

About The Position

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

Responsibilities include reviewing trust documents for prospective clients considering FPTC as trustee; working with trust administration teams to ensure existing trust relationships are administered in accordance with state and federal laws and regulations; drafting settlement agreements, releases, and other documents with guidance from Fidelity’s legal department; developing and presenting fiduciary training; and collaborating with FPTC teams to solve problems affecting its trusts.

The successful candidate will bring substantial professional experience with trusts and knowledge of complex trust documents, principal and income accounting, personal and trust taxation, investments, trust and estate law, estate planning, and retirement law. They will be able to analyze complex situations and explain effective solutions, manage competing work independently and accurately, collaborate effectively, and advise and train varied audiences on fiduciary principles and related topics.

Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Current onsite requirements vary, and expectations may evolve. This transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position.

Requirements

• J.D. required.
• 10+ years of professional experience.
• 6+ years of estate planning, trust administration, risk and/or wealth planning experience with a law firm, trust company/bank, or in the financial services industry.
• Experience working with trusts, including 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 explain innovative solutions to complex situations.
• Excellent written and verbal communication skills.
• Ability to take initiative and work independently, balance multiple tasks, and prioritize work while maintaining accuracy and efficiency.
• Strong team orientation and ability to function as a standout colleague.
• Excellent interpersonal, organizational, attention-to-detail, follow-through, and analytical abilities.
• Experience guiding, advising, and training different audiences on fiduciary principles, procedures, trust administration, estate planning concepts, and risk mitigation.

Nice To Haves

• LL.M.

Responsibilities

• Review trust documents for prospects interested in naming FPTC as trustee.
• Work with trust administration teams to ensure current trust relationships are administered in compliance 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 trainings.
• Collaborate with other FPTC teams to 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.
• Guide, advise, and train different audiences on fiduciary principles, procedures, trust administration, estate planning concepts, and risk mitigation.

What This Job Offers

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