What are the responsibilities and job description for the Director, Fiduciary Officer position at Fidelity Investments?
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
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:
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 Fiduciary Officers provide fiduciary guidance and risk oversight to ensure compliant administration of FPTC’s trust business. The position works directly with prospects, clients, clients’ counsel, and advisors and reports directly to the Vice President, Chief Fiduciary Officer.
Fidelity’s 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 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.
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 Fidelity’s legal department
- Developing and presenting fiduciary trainings; and working with other teams within FPTC to creatively solve problems that affect FPTC’s trusts
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
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 Fiduciary Officers provide fiduciary guidance and risk oversight to ensure compliant administration of FPTC’s trust business. The position works directly with prospects, clients, clients’ counsel, and advisors and reports directly to the Vice President, Chief Fiduciary Officer.
Fidelity’s 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 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.