Posted 4 days ago
No clicks
**Director, Fiduciary Officer**: Lead fiduciary support for trust business, ensuring compliance with laws and regulations. Key responsibilities: review trust documents, administer trust relationships, draft legal documents, develop trainings, problem-solve. Required: J.D. with 10+ years of experience in estate planning, trust administration, and wealth planning; strong analytical, communication, and organizational skills. Our team offers personal trust services to high net worth clients across the US, with a focus on collaborative, compliant administration.
- Compensation
- Not specified
- City
- Not specified
- Country
- United States
Currency: Not specified
Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
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 to support new and existing trust business. This role can work out of our Merrimack, NH office.
In this role, you will be:
- Reviewing trust documents for prospects interested in naming FPTC as trustee
- Work with the trust administration team to ensure that current trust relationships are administered pursuant to state and federal laws and regulations
- Drafting settlement agreements, releases, and other documentation with the guidance of Fidelitys legal department
- Developing and presenting fiduciary trainings; and working with other teams within FPTC to creatively solve problems that affect FPTCs trusts
The Expertise and Skills You Bring
We are seeking an experienced professional with a proven track record working with trusts. You should have experience with complex trust documents, principal and income accounting, personal and trust taxation, investments, trust and estate law, estate planning, and retirement law. The successful candidate will also have:
- J.D. required with 10 plus years of professional experience; LLM a plus but not required
- 6 plus years estate planning, trust administration, risk and/or wealth planning experience with a law firm, trust company/bank, or in the financial services industry
- 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
- Strong team orientation and ability to function as a standout colleague
- Excellent 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
The Team
Fidelity Personal Trust Company, FSB is a federally chartered trust company that offers personal trust services to Fidelitys high net worth customers in every state. Our Fiduciary Officers provide fiduciary guidance and risk oversight to ensure compliant administration of FPTCs trust business. The position works directly with prospects, clients, clients counsel, and advisors and reports directly to the Vice President, Chief Fiduciary Officer.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Investment OperationsPlease be advised that Fidelitys 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.
Apply
All fields are required. Candidates should limit the number of roles they apply to at any given time.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
Company overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experience.
Reasonable accommodations
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Applicant screening
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
AI Guidelines
Learn about our guidelines for use of AI when applying for a Fidelity job
