Director, Senior Trust Officer- Merrimack NH or Greenville, DE
Director, Senior Trust Officer- Merrimack NH or Greenville, DE
Job Description
Job Description:
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
Fidelity Wealth's Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth's customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
Certifications:
Category:
Investment OperationsPlease 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.
Job Description:
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
Fidelity Wealth's Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth's customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
Certifications:
Category:
Investment OperationsPlease 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.
About Fidelity Investments
At Fidelity, since our founding in 1946, we have been dedicated to strengthening and security our clients’ financial well-being through exceptional service and innovative solutions. We empower over ~50 million people to achieve their most important financial goals, manage employee benefit programs for nearly 24,000 businesses, and support more than 16,000 wealth management firms and institutions with cutting-edge investments and technology. Our diverse business portfolio and independence provide us with a comprehensive view of the market and the stability to deliver long-term value for our customers. As the financial industry evolves and customer needs grow more complex, Fidelity continues to reinvent, innovate, and transform to meet the challenges of tomorrow’s financial landscape.
*Specifically serviced by our Clearing & Custody team within Fidelity Institutional
Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy. To learn more about temporary positions at Fidelity Investments, visit FidelityTalentSource.com.
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