About this role

Works with our Regional Trust Specialist (RTS) and trust administration teams, supporting new and existing trust business
Reviews trust documents for prospects interested in naming FPTC as trustee
Ensures that existing trust relationships are being administered pursuant to applicable laws and regulations
Monitors FPTC’s policies and procedures
Drafts settlement agreements, releases, and other documentation with the guidance of Fidelity’s legal department
Develops and presents fiduciary trainings
Works with other groups within FPTC to creatively solve problems that affect FPTC’s trusts

J.D. required with 10 + years of professional experience
6 + years estate planning, trust administration, risk and/or wealth planning experience with a law firm, trust company/bank, or in the financial services industry
CTFA, CFP or LLM designations a plus
Experience with complex trust and estate planning documents, income and principal accounting, personal and trust taxation, investments, trust and estate law, estate planning, retirement, and the laws and regulations that govern each
Strong legal research and drafting background
Intellectually curious with an ability to think analytically, strategically, and tactically
Excellent written and verbal communication skills
Proven creative problem resolution

Director, Regional Fiduciary Officer

Key skills