Job Description
Job Description: The RoleThe 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.
Responsibilities + Skills
Knowledgeable in trust solutions, products, and administrationWorking knowledge of personal and trust taxation, investments, fiduciary law, estate planning, retirement planning, and other financial services
Education
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
Experience
