Director, Senior Trust Officer- Merrimack NH or Greenville, DE

About the role

The Role Due to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer!

Responsibilities

• 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.
• Primary fiduciary contact for some of our largest and most sophisticated trust relationships.
• Responsible for all facets of trust administration and relationship management for their assigned clients.
• Handle client relationships to maintain client satisfaction and retain business.
• Manage a diverse book of business and ensure account activity aligns with trust document, applicable law, and internal procedures.
• Recommend action on fiduciary decisions related to trust administration.
• Provide estate and tax expertise as necessary.
• Understand and help clients with sophisticated financial situations.
• Think strategically and tactically.
• Work independently and as part of a team, including coordinating workflow for Trust Administrator.
• Collaborate with business partners at all levels within the Fidelity organization.
• Collaborate with team members and investment advisors to meet the financial needs of trust beneficiaries.

Requirements

• A comprehensive understanding of trust and estate law, personal and trust taxation, and estate planning is essential.
• Strong relationship management abilities are needed.
• 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.

Qualifications

• Detailed understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services.
• 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.
• Collaborating 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.

Skills

• Strong relationship management abilities.
• Comprehensive understanding of trust and estate law, personal and trust taxation, and estate planning.
• Advanced degree/designation (JD, MBA, or CPA) preferred.

Benefits

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.

Pay

Compensation and benefits are competitive and commensurate with experience.

Schedule

This role requires a full-time, onsite presence.

Locations

• Merrimack, NH
• Greenville, DE

Certifications

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.