Director, Senior Trust Officer

Director, Senior Trust Officer at Fidelity Investments

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.

• 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

Note:

Fidelity will not provide immigration sponsorship for this position.

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

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.