Technical Director with deep geotechnical expertise providing leadership for infrastructure projects in Canada. Overseeing design teams and ensuring technical innovation throughout project phases.
SF
Hybrid Director, Advanced Planning
Posted 3 hours ago
About the role
- Director, Advanced Planning serving high net worth clients at Fidelity. Providing comprehensive financial and estate planning support as part of a regionally-aligned Advanced Planning team.
Responsibilities
- serve primarily as an estate planning subject matter authority for Fidelity’s high net worth clients and their advisors
- support the Vice President, Advanced Planning Market Lead to provide advisor training, regional business development and thought leadership
- collaborate within the Advanced Planning team both virtually and in-person to maintain and increase our collective impact on the clients we serve
- travel is typically expected between 5% and 20% of time
Requirements
- Bachelor’s Degree with any of the following designations preferred: CPA, JD, M.T., LLM in taxation
- 10 -12 years overall work experience with 4 years of trusts and estate planning, income tax planning or succession planning work experience within a public accounting, law practice, or wealth management industry environment
- FINRA Series 7 and 66 obtained within 90-days of employment
- Estate Planning, family wealth transfer planning, wills/trusts, income taxation, and trust and estate taxation knowledge (required)
- Retirement, financial, investment, and insurance planning preferred
Benefits
- comprehensive health care coverage and emotional well-being support
- market-leading retirement
- generous paid time off and parental leave
- charitable giving employee match program
- educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
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