Job Description:

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

The Role

Due to growth in our business, Fidelity Personal Trust Company seeks a Senior Trust Officer! The Trust Officer is an integral member of the Personal Trust Administration team which provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S.

The incumbent will be the primary fiduciary contact for some of our largest and most sophisticated trust relationships. Supported by a dedicated Trust Administrator, the Senior Trust Officer is responsible for all facets of trust administration and relationship management for their assigned clients.

The Expertise and Skills You Bring

A comprehensive understanding of trust and estate law, personal and trust taxation, and estate planning is essential for this role. Strong relationship management abilities are needed, as well as the following:

• College degree or equivalent, with 12 + years financial services experience
• 5 - 8+ years of shown experience in trust administration
• CTFA preferred, advanced degree/designation (JD, MBA, or CPA) considered but not required
• Detailed understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services
• Handling client relationships to maintain client satisfaction and retain business
• Managing a diverse book of business and ensuring account activity aligns with trust document, applicable law, and internal procedures
• Recommending action on fiduciary decisions related to trust administration
• Providing estate and tax expertise as necessary
• Understanding and helping clients with sophisticated financial situations
• Thinking strategically and tactically
• Working independently and as part of a team, including coordinating workflow for Trust Administrator
• Strong ability to collaborate with business partners at all levels within the Fidelity organization
• Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries

The Team

Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside Investment Advisors, and Fidelity Personal Trust Company’s trust administration expertise. We take great pride in building strong and lasting relationships with our customers, providing sound fiduciary guidance, and delivering a best-in-class customer experience.

Locations: Greenville, DE

Fidelity Wealth’s Customer Insights & Offerings is a newly established function, bringing customer analytics and wealth management offerings even closer together. The team is responsible for understanding the needs and behaviors of Fidelity Wealth’s customers and their families and developing offerings and solutions that meet their needs throughout their lifetime. 

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

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.