VP, Business Development, Fidelity Charitable

Fidelity Investments

266d • $112,000 - $255,000 • Hybrid

About The Position

Do you enjoy engaging with advisors to increase their knowledge of Donor Advised Funds and efficient and effective charitable vehicles to grow the phenomenal tradition of American philanthropy? Does building relationships with advisors and key partners to become their first call in philanthropy excite you? If this resonates with you, you should consider the Charitable Planning Consultant role and the opportunity to join the largest provider of charitable solutions in the United States to help grow the awareness and impact of charitable giving. As a Fundraiser, you will be responsible to collaborate with the advisors of current and future donors, grow the American tradition of charitable giving, and protect the brand and mission of the organization.

Requirements

• Proven sales or fundraising track record.
• Interest/exposure to philanthropy, charitable fundraising and planned giving.
• 10+ years Financial Service intermediary sales experience preferred.
• Estate/tax planning/trust experience a plus.
• B.A. or B.S. degree required.
• CFP and/or CAP preferred.
• Strong interpersonal, communication, and networking skills.
• Public speaking experience and skills.
• Solid time, territory management, and organizational skills.

Nice To Haves

• Experience in introducing new lines of philanthropy.
• Experience with Private Equity and Alternative Investments.

Responsibilities

• Engage with advisors to increase their knowledge of Donor Advised Funds.
• Build relationships with advisors and key partners.
• Collaborate with the advisors of current and future donors.
• Grow the American tradition of charitable giving.
• Protect the brand and mission of the organization.
• Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues.
• Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.
• Learning resources to develop your career.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree