Manager, Philanthropic Consulting

Fidelity • Westlake, TX

6d • Hybrid

About The Position

The Role Are you passionate about making a difference through philanthropy? Do you excel in operations, process improvement, or project management? Are you enthusiastic about collaborating with clients? If so, consider the Manager of Philanthropic Consulting role at Fidelity Investments! You will be part of a leading provider of charitable solutions in the United States. Your role will involve delivering customized services that cover both strategic and administrative needs for companies, nonprofits, advisors, and institutions. Your core responsibilities will include leading projects, improving processes, and ensuring flawless execution to help our clients achieve their philanthropic goals. You'll be coordinating with various stakeholders and driving significant impact through your efforts.. Note: Fidelity is not providing immigration sponsorship for this position The Expertise and Skills You Bring Over 5 years of proven experience in project management, operations, grants management, or process improvement. Outstanding attention to detail and the ability to complete projects while finding opportunities for improvement and efficiency. Strong interpersonal, communication, and organizational skills. Experience collaborating with clients or functioning within a client-facing group. Ability to synthesize client objectives and develop efficient plans to meet their goals. Experience conducting research and understanding the nonprofit sector. A B.A. or B.S. degree. Interest or exposure to philanthropy, charitable giving, and grantmaking. Capability to lead select internal business processes of the Philanthropic Consulting team, such as invoicing, reporting, and reconciliation. The Team Fidelity Philanthropic Consulting is a specialized division within Fidelity Investments. Our team brings a wealth of experience in assisting companies, individuals, and charitable organizations. We collaborate directly with clients and coordinate with other advisors, including tax, legal, and financial professionals. A growing area of our business is serving as an outsourced grants manager to institutional clients and companies. We act as an extension of our clients’ teams, informing their processes, liaising with their grantees, and helping them achieve greater impact.

Requirements

• Over 5 years of proven experience in project management, operations, grants management, or process improvement.
• Outstanding attention to detail and the ability to complete projects while finding opportunities for improvement and efficiency.
• Strong interpersonal, communication, and organizational skills.
• Experience collaborating with clients or functioning within a client-facing group.
• Ability to synthesize client objectives and develop efficient plans to meet their goals.
• Experience conducting research and understanding the nonprofit sector.
• A B.A. or B.S. degree.
• Interest or exposure to philanthropy, charitable giving, and grantmaking.

Responsibilities

• Leading projects
• Improving processes
• Ensuring flawless execution to help our clients achieve their philanthropic goals
• Coordinating with various stakeholders
• Driving significant impact through your efforts
• Leading select internal business processes of the Philanthropic Consulting team, such as invoicing, reporting, and reconciliation

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Number of Employees: 5,001-10,000 employees