Director of Senior Trust Officer
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 serve as the primary fiduciary contact for sophisticated trust relationships. You will administer assigned trusts, manage client relationships, recommend fiduciary actions, provide estate and tax expertise, and coordinate workflow with a Trust Administrator.
Requirements
- College degree or equivalent experience
- 12 or more years of financial services experience
- 5 to 8 or more years of trust administration experience
- Understanding of trust and estate law
- Knowledge of personal and trust taxation
- Knowledge of estate planning
- Relationship management skills
- CTFA preferred
- Advanced degree or designation preferred
Responsibilities
- Serve as the primary fiduciary contact for assigned trust relationships
- Administer assigned trusts and manage client relationships
- Ensure account activity aligns with trust documents, applicable law, and internal procedures
- Recommend fiduciary actions related to trust administration
- Provide estate and tax expertise
- Coordinate workflow with the Trust Administrator
- Collaborate with investment advisors to meet trust beneficiaries’ financial needs
Benefits
- Fully paid parental leave
- On-site health and wellness centers