What are the responsibilities and job description for the Director, Regional Trust Specialist position at Fidelity Investments?
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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
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
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, you’ll 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 Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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, detailed in this document, 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.
We invite you to Find Your Fidelity at fidelitycareers.com.
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 accommodations@fmr.com.
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
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
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, you’ll 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 Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.
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, detailed in this document, 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.
We invite you to Find Your Fidelity at fidelitycareers.com.
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 accommodations@fmr.com.
