Director, Senior Trust Officer

skillventory - A Leading Talent Research Firm

Senior Trust Officer managing fiduciary contact and trust services for Fidelity Institutional business partners. Role requires strong relationship management and expertise in trust and estate law

Posted 5/21/2026full-timeMerrimack • New Hampshire • 🇺🇸 United StatesSeniorWebsite

About the role

Key responsibilities & impact

Providing trust services to Fidelity Institutional business partners and individual trust clients across the U.S.
Responsible for all facets of trust administration and relationship management for assigned clients
Handling client relationships to maintain client satisfaction and retain business
Managing a diverse book of business and ensuring account activity aligns with trust document, applicable law, and internal procedures
Providing estate and tax expertise as necessary
Thinking strategically and tactically
Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries

Requirements

What you’ll need

College degree or equivalent, with 12 + years financial services experience
5 - 8+ years of shown experience in trust administration
CTFA preferred, advanced degree/designation (JD, MBA, or CPA) considered but not required
Detailed understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services
Strong ability to collaborate with business partners at all levels within the Fidelity organization

Benefits

Comp & perks

health insurance
retirement plans
paid time off
flexible work arrangements
professional development

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

trust administrationestate planningpersonal taxationtrust taxationfinancial services

Soft Skills

relationship managementclient satisfactionstrategic thinkingtactical thinkingcollaboration

Certifications

CTFAJDMBACPA