Director, Complex Assets Group

Fidelity Investments•MA Work From Home, MA

6d•$95,000 - $186,000•Onsite

About The Position

The Complex Asset Group at Fidelity Charitable works with philanthropists, their professional advisors and issuer counsel to facilitate charitable donations of complex assets such as equity interests in privately held C corporations, S corporations, limited partnerships (including private equity, hedge fund and other alternative investment vehicles) and limited liability companies. The Director of Complex Assets will manage the acceptance, oversight and liquidation of a wide variety of complex assets on behalf of Fidelity Charitable from initial inquiry to completion of charitable transfers, post-acceptance oversight and closings/funding of Giving Accounts upon liquidation of contributed assets. Serving at the intersection of wealth creation and philanthropy, you will help make more of a difference for business owners, private equity investors, and their professional legal, tax and financial advisors, who are increasingly seeking more strategic ways to use growth investments to improve their philanthropic impact.

Requirements

B.A. or B.S degree required
J.D. required
Minimum of 3-5 years of law firm or in-house experience preferred
3-5 years of relationship management experience
Experience working with financial intermediaries, TE attorneys, CPAs, CFPs for wealth planning purposes
Experience and high level of competence in the areas of due diligence and assessment of risk, including product liability and securities disclosure in connection with public MA activity
Dynamic and personable with a proven track record of taking the lead.
Strong work ethic and a continual learner.
Strong oral and written communication skills.
Professional and have a positive attitude.
Superior time-management skills and the ability to prioritize and respond to competing requests.
Excellent influencing capabilities and an interest in teaching experts new tricks

Nice To Haves

CFP a plus
Experience in taxation, private equity, and the private capital ecosystem desired
Interest/exposure to philanthropy, charitable fundraising and planned giving a plus

Responsibilities

Manage the acceptance, oversight and liquidation of a wide variety of complex assets on behalf of Fidelity Charitable from initial inquiry to completion of charitable transfers, post-acceptance oversight and closings/funding of Giving Accounts upon liquidation of contributed assets.
Work directly with donors and their advisors through the entire charitable giving process.
Develop a high level of competence in the areas of due diligence and assessment of risk, including securities disclosure in connection with public and private MA activity.
Engage with and develop strong working relationships with donors, corporate issuers, in-house and outside counsel, C-suite executives and investor relations teams.
Support the charity’s internal and external fundraising channels, engage and deepen relationships with the advisor community, and deliver effective practice management presentations.
Work closely with internal partners to evolve, develop and deliver highly impactful practice management modules, strategic marketing and thought leadership.