Director, Senior Trust Officer jobs in United States
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Fidelity Investments · 1 month ago

Director, Senior Trust Officer

positionGreenville, DE
timeFull-time
remoteHybrid
seniorityLead/Staff, Director/Executive
date12+ years exp

Fidelity Investments is seeking a Senior Trust Officer to join their Personal Trust Administration team. The role involves managing trust administration and relationship management for sophisticated trust clients, ensuring compliance with trust documents and applicable laws, while providing fiduciary guidance and expertise.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

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

Qualification

Trust administrationTrustEstate lawPersonalTrust taxationCTFA certificationRelationship managementStrategic thinkingTeam collaboration

Required

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
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

Preferred

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

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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