Director, Regional Trust Specialist

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

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