Director, Fiduciary Officer

Fidelity Investments•Merrimack, NH

3d•Hybrid

About The Position

The Role Fidelity Personal Trust Company, FSB (FPTC) is looking for a Fiduciary Officer to join its team! The Fiduciary Officer works with our Regional Trust Specialist (RTS) and trust administration teams, supporting new and existing trust business. FPTC’s Fiduciary Officers review trust documents for prospects interested in naming FPTC as trustee; ensure that existing trust relationships are being administered pursuant to applicable laws and regulations; monitor FPTC’s policies and procedures; draft settlement agreements, releases, and other documentation with the guidance of Fidelity’s legal department; develop and present fiduciary trainings; and work with other groups within FPTC to creatively solve problems that affect FPTC’s trusts. This role can work out of our Merrimack, New Hampshire or Greenville, Delaware offices. The Team Fidelity Personal Trust Company, FSB is a federally chartered trust company that offers personal trust services to Fidelity’s high net worth customers in every state. Our Fiduciary Officers provide fiduciary guidance and risk oversight to ensure compliant administration of FPTC’s trust business. The position works directly with prospects, clients, clients’ counsel, and advisors and reports directly to the Vice President, Chief Fiduciary Officer. 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.

Requirements

J.D. required with 10 + years of professional experience
6 + years estate planning, trust administration, risk and/or wealth planning experience with a law firm, trust company/bank, or in the financial services industry
Experience with complex trust and estate planning documents, income and principal accounting, personal and trust taxation, investments, trust and estate law, estate planning, retirement, and the laws and regulations that govern each
Strong legal research and drafting background
Intellectually curious with an ability to think analytically, strategically, and tactically
Able to develop and explain innovative solutions to complex situations clearly and effectively
Excellent written and verbal communication skills
Ability to take initiative and work independently, balance multiple tasks, and prioritize work while maintaining accuracy and efficiency
Proven creative problem resolution
Strong team orientation and ability to function as a standout colleague
Strong communication, 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