Fidelity Investments · 9 months ago
VP, Business Development, Fidelity Charitable
California, United States
Full-time
Hybrid
Mid, Senior Level
$112K/yr - $255K/yr
10+ years expFidelity Charitable is committed to strengthening the financial well-being of its customers. The VP of Business Development will engage with advisors to enhance their understanding of charitable giving and build relationships to promote charitable solutions.
FinanceWellnessAsset ManagementFinancial ServicesRetirementWealth Management
Responsibilities
Engaging with advisors to increase their knowledge of Donor Advised Funds and efficient and effective charitable vehicles
Building relationships with advisors and key partners to become their first call in philanthropy
Providing valuable tax and charitable planning insight, philanthropic practice guidance, and creating awareness of strategic charitable solutions
Making in-person calls and partnering with Specialist teams to drive new charitable planning referrals
Retaining intermediaries and their clients and growing Fidelity Charitable’s utilization within the territory
Driving more grantmaking in the footprint and nationally
Consulting on a wide range of strategic charitable solutions to assist advisors in their charitable practice
Introducing advisors and other intermediaries to new lines of philanthropy, including Private Equity, Alternative Investments, and Corporate vehicles
Collaborating with internal partners and Specialists on servicing professionals and creating more opportunities
Being a visible and credible presence in the territory
Qualification
Required
Proven sales or fundraising track record
B.A. or B.S. degree required
Strong interpersonal, communication, and networking skills
Public speaking experience and skills
Solid time, territory management, and organizational skills to improve efficiency and productivity within region
Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues
Consulting on a wide range of strategic charitable solutions to assist advisors in their charitable practice and their clients in achieving their comprehensive wealth management goals, including philanthropy
Introducing advisors and other intermediaries to new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others
Collaborating with internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward
Being a visible and credible presence in the territory – viewed as a specialist
Requirement to be located in and travel throughout territory: Northwest Region (Northern CA, AK, ID, OR, and WA)
Preferred
Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
10+ years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus
CFP and/or CAP preferred
Benefits
Comprehensive health care coverage and 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, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
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