Director, Senior Trust Officer

Fidelity(2 months ago)

HybridFull TimeSenior$116,493 - $156,447 (estimated)Investment Operations

About this role

A Senior Trust Officer at Fidelity Personal Trust Company serves as the primary fiduciary contact for large and sophisticated trust relationships, supporting Fidelity Institutional partners and individual trust clients across the U.S. The role is part of the Personal Trust Administration team and focuses on providing comprehensive trust services and fiduciary guidance.

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Required Skills

Trust Administration
Estate Planning
Tax Expertise
Relationship Management
Fiduciary Judgment
Client Services
Account Management
Strategic Thinking
Team Collaboration
Compliance

Qualifications

College Degree
CTFA
JD
MBA
CPA

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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