Job Description

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The Role

The Fiduciary Officer is responsible for providing subject matter expertise on fiduciary guidance, trust administration and estate planning concepts to Fidelity Personal Trust Company, FSB (FPTC) associates across multiple business lines, including personal trust accounts and directed trustee/paying agent accounts for retirement plans. Fiduciary Officers routinely rely on their expertise while collaborating with FPTC team members, Fidelity associates, clients, and clients counsel to tailor creative trust solutions to complex matters. The Fiduciary Officers unique role also requires legal and fiduciary experience to identify and/or mitigate areas of potential risk to FPTC. This position is suitable for anyone living in the Delaware area or the Massachusetts, Rhode Island or New Hampshire area as it offers significant flexibility to work from home.

The Expertise and Skills You Bring

• J.D. required
• Minimum of 6 to 8 years of estate planning, trust administration, risk and/or wealth planning experience with a law firm, trust bank or in the financial services industry
• Experience with various types of trusts and estate planning documents, income and principal accounting, personal and trust income taxation, estate tax, charitable trusts, gift tax, GST tax, investments, trust and estate law, retirement plans, and the laws and regulations that govern
• Ability to think analytically and strategically and relay complex situations clearly and effectively
• Strong written, verbal, and interpersonal communication skills executed in a positive and timely manner
• Ability to work independently, juggle multiple tasks, and prioritize work to maintain both accuracy and efficiency
• Strong legal research and drafting background, collaboration skills, and ability to function as a team player
• Willingness to engage in coaching, advising, and training with respect to fiduciary principles, procedures, trust administration, estate planning concepts and risk mitigation
• Collaborate and consult with advisors, attorneys, and tax professionals
• CTFA, CFP, LLM or MBA encouraged

The Team

Fidelity Personal Trust Company, FSB (FPTC) is a federally chartered trust company that offers personal trust services to Fidelitys high net worth customers in every state. As a subject matter expert, the Fiduciary Officer provides fiduciary guidance and risk oversight to ensure proper administration of FPTCs trust business. The position interfaces directly with prospects, clients, clients counsel, and advisors supporting FPTCs high net worth clients. In addition to engaging with clients, the role works with Trust Officers, Trust Administrators, Tax, Trust Operations, Risk, Compliance, and Legal to meet fiduciary, regulatory, and statutory responsibilities and reports directly to the Chief Fiduciary Officer.

Please see below for the salary range for work locations in Colorado only: N/A

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only: N/A

Please see below for the salary range for work locations in California only: N/A

Please see below for the salary range for work locations in Washington only: N/A

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.

Join Us

At Fidelity, youll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a , we have been recognized by our employees as a Best Place to Work in 2023. And you dont need a finance background to succeed at Fidelity we offer a range of opportunities for learning so you can build the career youve always imagined.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what were calling . Most associates will have a hybrid schedule with a requirement to work onsite at a Fidelity work location for at least one week, 5 consecutive days, every four weeks. These requirements are subject to change.

We invite you to Find Your Fidelity at .

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

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, contact the HR Accommodation Team by sending an email to , or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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