Director, Senior Trust Officer

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. Note: Fidelity will not provide immigration sponsorship for this position.

Responsibilities

Primary fiduciary contact for large and sophisticated trust relationships; Responsible for all facets of trust administration and relationship management for assigned clients; Providing trust services to Fidelity Institutional business partners and individual trust clients across the U.S.; Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries

Requirements

College degree or equivalent, with 12+ years financial services experience; 5-8+ years of shown experience in trust administration; 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; 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

Nice to have

CTFA preferred; advanced degree/designation (JD, MBA, or CPA) considered but not required