Posted 4 days ago
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**Senior Trust Officer (Fidelity)** - Fidelity Personal Trust Company seeks a Senior Trust Officer to manage complex trust relationships nationwide. Key responsibilities include serving as primary fiduciary contact, maintaining client satisfaction, managing trust administration, and recommending fiduciary actions. This role requires a profound understanding of trust and estate law, taxation, estate planning, and strong relationship management skills. A minimum of 12 years of financial services experience, plus 5-8 years in trust administration, is needed. CTFA certification is preferred. This position offers a unique opportunity to work with diverse clients and collaborate with multiple teams within Fidelity. Roles are available in Merrimack, NH, and Greenville, DE.
- Compensation
- Not specified
- City
- Merrimack, Greenville
- Country
- United States
Currency: Not specified
Full 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 Companys 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 Wealths 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 Wealths customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.
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.
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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.
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