Director, Estate Gifts Compliance
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead the administration and oversight of estate gifts and act as the subject matter expert on estate gift compliance. You will partner with business teams to build a robust due diligence and administrative program, oversee trust and estate files, probate and legal actions, work with attorneys, executors and advisors, and turn complex regulatory requirements into clear guidance.
Requirements
- Bachelor's degree in a business-related or technical discipline, Juris Doctor preferred
- 8+ years of trust administration, planned giving or gift administration experience
- Understanding of the nonprofit sector and donor-advised funds
- Ability to build relationships with internal and external stakeholders
- Project management skills
- Analytical mindset
- Strong organizational and time management skills
- Strong written and oral communication and presentation skills
Responsibilities
- Lead administration and oversight of estate gifts
- Provide administrative oversight of trust and estate files, probate and legal actions
- Interface with attorneys, executors and personal representatives
- Advise business teams on planned gifts including wills, trusts, retirement accounts and split interest gifts
- Identify and implement process improvements in estate gift intake, diligence, administration and oversight
- Translate complex regulatory requirements into actionable guidance
- Strengthen controls and mitigate risk