Director, Fiduciary Officer at Fidelity Investments

Merrimack, New Hampshire, United States -

Full Time

Start Date

Immediate

Expiry Date

06 Jun, 26

Salary

0.0

Posted On

08 Mar, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Fiduciary Review, Trust Administration, Risk Management, Legal Drafting, Fiduciary Training, Problem Solving, Analytical Thinking, Strategic Thinking, Communication, Interpersonal Skills, Organizational Skills, Attention To Detail, Legal Research, Wealth Planning, Estate Planning, Trust Law

Industry

Financial Services

Description

Job Description: Note: Fidelity will not provide immigration sponsorship for this position. The Role Fidelity Personal Trust Company, FSB (FPTC) is looking for a Fiduciary Officer to join its team! The Fiduciary Officer works with our Regional Trust Specialist (RTS) and trust administration teams, supporting new and existing trust business. FPTC’s Fiduciary Officers review trust documents for prospects interested in naming FPTC as trustee; ensure that existing trust relationships are being administered pursuant to applicable laws and regulations; monitor FPTC’s policies and procedures; draft settlement agreements, releases, and other documentation with the guidance of Fidelity’s legal department; develop and present fiduciary trainings; and work with other groups within FPTC to creatively solve problems that affect FPTC’s trusts. This role can work out of our Merrimack, New Hampshire or Greenville, Delaware offices. The Expertise and Skills You Bring J.D. required with 10 + years of professional experience 6 + years estate planning, trust administration, risk and/or wealth planning experience with a law firm, trust company/bank, or in the financial services industry CTFA, CFP or LLM designations a plus Experience with complex trust and estate planning documents, income and principal accounting, personal and trust taxation, investments, trust and estate law, estate planning, retirement, and the laws and regulations that govern each Strong legal research and drafting background Intellectually curious with an ability to think analytically, strategically, and tactically Able to develop and explain innovative solutions to complex situations clearly and effectively Excellent written and verbal communication skills Ability to take initiative and work independently, balance multiple tasks, and prioritize work while maintaining accuracy and efficiency Proven creative problem resolution Strong team orientation and ability to function as a standout colleague Strong communication, interpersonal, organizational, attention to detail, follow-through, and analytical abilities Experience guiding, advising, and training different audiences on fiduciary principles, procedures, trust administration, estate planning concepts, and risk mitigation The Team 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 Fiduciary Officers provide fiduciary guidance and risk oversight to ensure compliant administration of FPTC’s trust business. The position works directly with prospects, clients, clients’ counsel, and advisors and reports directly to the Vice President, Chief Fiduciary Officer. Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. Certifications: Category: Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position. 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. At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation please contact the following: For roles based in the US: Contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 2 For roles based in Ireland: Contact AccommodationsIreland@fmr.com For roles based in Germany: Contact Accommodationsgermany@fmr.com Fidelity Privacy Policy

Responsibilities

The Fiduciary Officer reviews trust documents for prospects, ensures existing trust relationships are administered according to laws and regulations, and monitors company policies. This role also involves drafting settlement agreements, developing fiduciary trainings, and creatively solving problems affecting the trusts.