VP, Business Development, Fidelity Charitable

Fidelity Investments
274d$112,000 - $255,000Hybrid

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. The Fundraising organization within Fidelity Charitable (FC) is often the first call for all things philanthropic. Fundraisers tend to be the most visible face to both internal and external partners and donors of the organization. As the largest public charity in the nation and an integral provider of philanthropic services and planning, Fidelity Charitable is in the outstanding position to improve the personal philanthropic aspirations of the firm's donors and the thousands of charitable organizations they are passionate about supporting. 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.
  • 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

  • Estate/tax planning/trust experience.
  • Experience introducing new lines of philanthropy, including Private Equity and Alternative Investments.

Responsibilities

  • Engage with advisors to increase their knowledge of Donor Advised Funds and charitable vehicles.
  • Build relationships with advisors and key partners.
  • Collaborate with advisors of current and future donors.
  • Grow the American tradition of charitable giving.
  • Protect the brand and mission of Fidelity Charitable.

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.

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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

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