VP , Philanthropic Services Board Management

Fidelity•Durham, NC

About The Position

The Vice President, Board & Strategy Programs leads strategic planning and oversight of board-related processes and programs within Fidelity Philanthropic Services (FPS), ensuring alignment with long-term business objectives and Fidelity’s overall strategy. The role balances FPS and Fidelity priorities with the needs of independent trustees and directors, and supports them in fulfilling their fiduciary duties. The boards oversee matters including their charities’ tax-exempt status, risk management, internal controls, financial reporting, and contractual relationships. The position oversees and participates in four to six boards, including those for Fidelity Charitable, Signature DAF, the Pooled Income Fund, and other related entities. It leads end-to-end planning and management of board meetings, budgets, board materials, meeting execution, board-member onboarding and candidate pipelines, and board scorecards. The role serves as the primary relationship manager for trustees and directors, internal partners, and senior executives, and leads strategic programs intended to improve efficiency and effectiveness across the Board Program and FPS. The successful candidate brings knowledge of FPS business lines and nonprofit board fiduciary duties, and provides oversight that aligns board strategy with FPS strategy throughout the year. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles; current onsite expectations vary by role and location and may evolve.

Requirements

Bachelor’s degree or equivalent.
A minimum of 15 years of nonprofit, board leadership, and/or financial services experience.
Executive presence to support and navigate trustees and Fidelity executives.
Strategic relationship management experience.
Effective project management skills and experience guiding multiple work streams simultaneously.
Ability to work successfully under pressure in a high-profile, challenging, and dynamic environment.
Outstanding attention to detail, prioritization, and follow-through, with the ability to execute seamlessly.
Strong interpersonal skills, including the ability to work with all levels of the organization.
Strong executive-level relationship management experience.
Experience in workflow, process, and content development.
Ability to leverage resources across the organization to deliver or improve outcomes.

Nice To Haves

Knowledge of Convene technology platforms.
High-profile client experience.

Responsibilities

Provide strategic direction and leadership for board programs, aligning board strategy with FPS and Fidelity’s overall strategy.
Support trustees and directors in meeting their fiduciary duties.
Oversee and participate in four to six boards, managing relationships with executive-level independent and management trustees and directors.
Oversee end-to-end planning and management of board meetings for Fidelity Charitable and Signature DAF.
Manage board budgets and board-book processes, and ensure high-quality materials and meeting execution.
Assess deliverables against evolving board calendars and coordinate across groups so trustees and directors receive information on schedule.
Develop and maintain board agendas that incorporate historical practices, standard methodologies, recurring items, current developments, and strategy; identify solutions to agenda challenges.
Identify continuous-improvement opportunities for board guidelines, processes, and presenter procedures to align with board goals.
Oversee strategic programs, including automation and standardization across boards, to improve effectiveness and efficiency.
Provide feedback to presenters before meetings and after meetings to promote alignment and continuous improvement.
Serve as the primary contact for internal business partners, senior executives, and trustees for assigned boards.
Identify and communicate board matters and decisions requiring escalation to senior leadership.
Maintain trustee and director candidate pipelines, onboard new board members, and produce board scorecards.