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Fidelity Investments · 1 day ago

Vice President, New Business Development – Fidelity Charitable

Merrimack, NH

Full-time

Hybrid

Senior Level, Lead/Staff

$150K/yr - $190K/yr

10+ years exp

Fidelity Investments is seeking a strategic and entrepreneurial Vice President of New Business Development for Fidelity Charitable to enhance its donor-advised fund platform. The role focuses on driving revenue growth through institutional partnerships and requires a deep understanding of the wealth management ecosystem along with strong consultative sales skills.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

No H1B

Responsibilities

Identify, develop, and close new institutional partnerships with RIAs, broker-dealers, multi-family offices and custodians seeking a white label donor-advised fund program

Develop and execute a business development strategy to meet or exceed growth targets for white label DAF assets and accounts

Lead contract negotiations, pricing, and implementation in collaboration with legal, service, program, operations and relationship management teams

Cultivate senior-level relationships with key decision-makers (CEOs, COOs, product heads, national sales and wealth management leaders) within target firms

Serve as a trusted advisor, helping strategic partners integrate charitable giving into their client value proposition

Represent Fidelity Charitable’s capabilities and thought leadership at industry conferences, panels, and networking events

Work closely with marketing and product teams to refine messaging, product design, and strategic partner enablement materials for institutional audiences

Maintain a deep understanding of competitive offerings, industry trends, and regulatory developments in the charitable giving and wealth management sectors

Partner with Fidelity Investments’ institutional and intermediary channels to identify cross-platform opportunities

Collaborate with implementation and relationship management teams to ensure smooth onboarding and sustained partner success

Qualification

Institutional business developmentStrategic partnershipsWealth management knowledgeConsultative sales skillsContract negotiationRelationship managementMarket developmentEntrepreneurial approachPassion for philanthropyMBACFP preferredExceptional communicationNegotiation skillsPresentation skills

Required

10+ years in institutional business development, strategic partnerships, or sales within the wealth management, asset management, or fintech sectors

Identify, develop, and close new institutional partnerships with RIAs, broker-dealers, multi-family offices and custodians seeking a white label donor-advised fund program

Develop and execute a business development strategy to meet or exceed growth targets for white label DAF assets and accounts

Lead contract negotiations, pricing, and implementation in collaboration with legal, service, program, operations and relationship management teams

Cultivate senior-level relationships with key decision-makers (CEOs, COOs, product heads, national sales and wealth management leaders) within target firms

Serve as a trusted advisor, helping strategic partners integrate charitable giving into their client value proposition

Represent Fidelity Charitable's capabilities and thought leadership at industry conferences, panels, and networking events

Work closely with marketing and product teams to refine messaging, product design, and strategic partner enablement materials for institutional audiences

Maintain a deep understanding of competitive offerings, industry trends, and regulatory developments in the charitable giving and wealth management sectors

Partner with Fidelity Investments' institutional and intermediary channels to identify cross-platform opportunities

Collaborate with implementation and relationship management teams to ensure smooth onboarding and sustained partner success

Strong familiarity with donor-advised funds, charitable giving vehicles, and financial intermediary platforms (RIA, broker-dealer, multi-family offices and custodian networks)

Proven track record to develop and close complex, multi-stakeholder partnerships

Exceptional communication, negotiation, and presentation skills

Entrepreneurial approach with ability to navigate ambiguity and build new channels from concept to scale

Bachelor's degree or equivalent experience required