Senior Manager, Compliance

Fidelity Investments • Durham, NC

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About The Position

The Senior Manager, Compliance is an individual-contributor role within the compliance oversight function supporting Fidelity Charitable’s Perspectives program and integrated into business operations. Reporting to the Vice President, Compliance Consulting, the Senior Manager primarily negotiates, drafts, and manages grant agreements; develops relationships with nonprofit grant recipients, donors, advisors, and internal stakeholders; and ensures agreement terms align with organizational objectives, mitigate risk, and support growth. The role serves as a trusted advisor, balancing programmatic, operational, and compliance requirements while fostering strategic partnerships.

The Senior Manager also supports Fidelity Charitable’s ongoing compliance with applicable federal and state regulations and promotes best practices for operating a public charity with a donor-advised fund program and a pooled income fund. The role identifies and reports risk and compliance gaps or issues accurately and communicates findings to managers and team members.

Requirements

• Strong understanding of contract terminology, legal concepts, and the nonprofit sector, specifically grantmaking.
• Excellent communication skills, including the ability to provide detailed and accurate communication across the business through a variety of mediums.
• Collaborative and relationship-building skills, including the ability to build trust and influence internal and external stakeholders.
• Experience working with ultra-high-net-worth advisors and family offices.
• Strong analytical, organizational, and problem-solving abilities.
• Bachelor’s degree required.
• At least 5 years of relevant work experience.

Responsibilities

• Negotiate, draft, and manage grant agreements.
• Build and maintain strong relationships with nonprofit grant recipients, donors, advisors, and internal stakeholders.
• Ensure grant agreement terms align with Fidelity Charitable’s business objectives, mitigate risk, and support organizational growth.
• Balance programmatic, operational, and compliance requirements while fostering long-term strategic partnerships.
• Support Fidelity Charitable’s ongoing compliance with applicable federal and state regulations.
• Promote best practices for operating a public charity with a donor-advised fund program and a pooled income fund.
• Identify and report risk and compliance program gaps and issues accurately, and communicate findings to managers and team members.
• Collaborate with Legal, Compliance, and Fidelity Charitable teams to ensure agreement terms meet organizational requirements.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior