Director, Regional Fiduciary Officer

Fidelity(2 days ago)

HybridFull TimeSenior$116,541 - $156,557 (estimated)Investment Operations

About this role

Fidelity is seeking a Fiduciary Officer with extensive experience in trust administration, estate planning, and law to support trust business operations, ensure legal compliance, and develop fiduciary solutions. The role involves reviewing trust documents, working with legal and trust teams, and providing fiduciary guidance to clients and prospects, either from Merrimack, New Hampshire, or Greenville, Delaware.

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Required Skills

Trust Administration
Estate Planning
Legal Research
Trust Law
Risk Management
Trust Documentation
Trust Law
Legal Drafting
Financial Law
Accountancy

Qualifications

J.D.
10+ years professional experience
6+ years estate planning or trust administration experience

About Fidelity

fidelity.com

Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.

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