Job Description

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

The Role

Fidelity Personal Trust Company, FSB (FPTC) is looking for an upbeat and thorough professional to join its team as a Director, Regional Trust Specialist! In this role, you will be instrumental in bringing business into FPTC and supporting Fidelity’s high net worth clients in all fifty states. The position can be located in our Merrimack, New Hampshire or Smithfield, Rhode Island office. You will be:

• Educating associates, grantors, and beneficiaries about FPTC’s services and guiding them as they work to bring new and existing trusts into FPTC
• Coordinating with Fidelity’s client-facing associates and FPTC’s fiduciary and trust administration teams to transition new and existing trusts
• Collecting required documentation and information to successfully onboard new and existing trusts in compliance with FPTC’s policies and procedures

The Expertise and Skills You Bring

We are seeking an experienced professional with a consistent track record working with trusts. You should be comfortable reading complex trust documents, have a shown understanding of personal and trust taxation, fiduciary law, and estate planning. The successful candidate will also have:

• A bachelor’s degree with 12 years of Financial Services experience, 5 years working within a trust bank
• CTFA designation preferred; CFP, MBA, or JD welcome but not required
• Able to explain and present complex information clearly and concisely
• Excellent written and oral communication skills
• Ability to take initiative and work independently and balance multiple tasks
• Strong prioritization skills, attention to detail, and analytical abilities
• Strong team orientation with the ability to function as a standout colleague

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 Regional Trust Specialist team provides education and guidance to Fidelity’s client-facing associates nationwide, helping them to position FPTC as a successor trustee or current trustee for those clients. The position works directly with prospects, clients, clients’ counsel, and advisors and currently reports to the Vice President, Chief Fiduciary Officer.

Fidelity Wealth’s 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 Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime.

Certifications:

Category:

Investment Operations

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.