Tri-State Regional Business Development Consultant

Fidelity Investments•New York, NY

3d•$110,000 - $225,000•Remote

About The Position

The Charitable Planning Consultant role offers an opportunity to join the largest provider of charitable solutions in the United States to help grow the awareness and impact of charitable giving in New York, New Jersey and Connecticut. This role involves engaging with advisors to increase their knowledge of Donor Advised Funds and efficient and effective charitable vehicles to grow the tradition of American philanthropy. It also involves building relationships with advisors and key partners to become their first call in philanthropy.

Requirements

Proven sales or fundraising track record
5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus
B.A. or B.S. degree required
Strong interpersonal, communication, and networking skills
Public speaking experience and skills
Solid time, territory management, and organizational skills to improve efficiency and productivity within region

Nice To Haves

Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
CFP and/or CAP preferred

Responsibilities

Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others.
Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues.
Collaborate with the advisors of current and future donors.
Grow the American tradition of charitable giving.
Protect the brand and mission of the organization.