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Director, Regional Trust Specialist at Fidelity - ApplyBlast

Director, Regional Trust Specialist

Fidelity

4 months ago

4.4 on Glassdoor

Smithfield, RI

Onsite

Full Time

Director

0 applicants

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About this role

A Director of Regional Trust Specialist at Fidelity will educate associates and high-net-worth clients on trust services, coordinate with internal teams to manage trust transitions, and ensure compliance with corporate policies during onboarding. The role requires deep expertise in personal and trust taxation, fiduciary law, and estate planning to support clients across all fifty states. Based in Merrimack, New Hampshire or Smithfield, Rhode Island, this position reports to the Vice President, Chief Fiduciary Officer.

Responsibilities

Educate associates and beneficiaries on trust services
Coordinate transitions with client-facing teams and administration
Collect documentation to onboard new and existing trusts in compliance
Guide clients in positioning FPTC as successor trustee
Analyze complex trust documents and tax implications

Skills

Qualifications

BS in related fieldCTFA designation preferredCFPMBAJD

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

View Profile

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.