Job Description:

The Role

The Director, Regional Trust Specialist interacts with and provides primary support to client-facing associates regarding personal trust solutions at Fidelity. The Director leads the client conversation with the goal of naming Fidelity Personal Trust Company as trustee or co-trustee, using knowledge of trust products and services and Fidelity’s investment management offerings, to articulate and re-emphasize the benefits and value proposition to the client. This role helps to develop the relationship between FPTC, the field associate, and the client by crafting a well-defined, simple, and clear path to trustee appointments.

The Expertise and Skills You Bring  Bachelor's degree with 10-12 + years of Financial Services experience, 5+ years working within a trust bank and CTFA designation preferred; CFP, MBA, or JD encouraged Knowledgeable in trust solutions, products, and administration Working knowledge of personal and trust taxation, investments, fiduciary law, estate planning, retirement planning, and other financial services Presents and relays complex information clearly and concisely Creative problem resolution skills, with the ability to think strategically and tactically Strong prioritization skills and attention to detail Analyzes trust document language and understands fiduciary impact The Team

As part of a centralized team, the Director will partner with Fidelity field associates to find the right trust solutions for the clients they refer to the service. We see the value in taking the time upfront to fully define the client need and position the right solution, so we carefully analyze each proposed relationships to decide whether FPTC’s trust solution is a good fit for the client and for FPTC. This role reads and reviews trust documents and asset statements for acceptance criteria under pre-defined guidelines, working closely with the FPTC fiduciary support team.

The Regional Trust Specialist leads the on-boarding process for trustee opportunities, coordinates resources internally and externally, acts as the primary point of contact assisting the customer, handles client expectations on process and timeframes, and answer questions that may arise during the transition.

Certifications: