Director, Regional Trust Specialist

Job Description:

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

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

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