Director, Regional Trust Specialist

Job Overview

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.

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

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

• A bachelor’s degree with 12 years of financial services experience, of which 5 years working within a trust bank.
• CTFA designation preferred; CFP, MBA, or JD welcome but not required.
• Ability to read complex trust documents and understand personal and trust taxation, fiduciary law, and estate planning.
• Excellent written and oral communication skills.
• Ability to explain and present complex information clearly and concisely.
• Ability to take initiative, 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.

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 reports directly to the Vice President, Chief Fiduciary Officer.

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.