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Vice President of Regional Philanthropy, Central West
2 months ago
Job Overview:
Vice President of Regional Philanthropy, Central West
Position Summary
As a key representative of Fidelity Charitable, the Vice President will collaborate with Fidelity Investor and National Investor Centers, serving as the philanthropic expert for associates and their clientele. Your role will involve mentoring associates to deepen their knowledge of charitable planning within the broader context of a client’s wealth strategy, thereby promoting the utilization of donor-advised funds. Furthermore, you will work closely with Fidelity leadership in your region to foster alignment and amplify your influence.
Qualifications and Skills Required
We are in search of an energetic professional with diverse sales and relationship management expertise, possessing a robust understanding of wealth management, coaching, and the philanthropic sector. The ideal candidate should also be familiar with Fidelity’s Wealth channel and demonstrate a proven track record of independently achieving financial targets and business goals.
- Ability to tailor communication and approach based on the unique needs of various audiences.
- Exceptional interpersonal, communication, and networking abilities.
- Proficient in advanced presentation and public speaking.
- Strong written communication skills.
- Experience employing a data-driven methodology for decision-making and territory management.
- Proven success in collaborative efforts across an organization.
- Comprehensive knowledge of wealth, estate, tax, and charitable planning strategies.
- Over 10 years of experience in wealth management or financial services sales.
- Bachelor’s degree required.
- CFP® designation is highly preferred.
- Willingness to travel 25-35% of the time.
About the Team
The Fidelity Charitable Gift Fund is a public charity that administers the largest national donor-advised fund program. Since its inception, the charity has connected numerous donors with the advantages and increased charitable impact of utilizing a donor-advised fund to fulfill their philanthropic aspirations. The charity operates under the governance of an independent Board of Trustees, which has engaged Fidelity Charitable, a division of Fidelity Investments, to provide various services including Program Development, Investments, Service Delivery, Marketing, Finance, Tax, Technology, Compliance, Risk, and Fundraising.
Compensation and Benefits
The salary range for this role is $112,000-$255,000 annually. Placement within this range will depend on job responsibilities, geographic location, relevant experience, and other considerations.
Base salary constitutes only a portion of the total compensation package. Depending on the role and eligibility criteria, the compensation package may also include bonuses or other variable incentives.
We provide a comprehensive array of benefits designed to support your evolving needs and enhance your quality of life both professionally and personally. These benefits encompass extensive healthcare coverage, emotional well-being support, competitive retirement plans, generous paid time off, parental leave, a charitable giving employee match program, and educational assistance, including student loan repayment and tuition reimbursement.
Company Overview
Fidelity Investments is a privately held organization dedicated to enhancing the financial well-being of our clients. We assist individuals in investing and planning for their futures, support companies and non-profit entities in delivering employee benefits, and provide institutions and independent advisors with investment and technology solutions to effectively manage their clients' assets.
Join Our Team
At Fidelity, you will discover countless opportunities to cultivate a meaningful career that positively influences the lives of others, including your own. We offer flexible benefits that support you throughout your career journey, empowering you to thrive both at work and at home. Recognized with a Glassdoor Employees Choice Award, we have been acknowledged by our employees as a top workplace. You do not need a finance background to succeed at Fidelity; we provide various learning opportunities to help you build the career you envision. Fidelity's work model combines the advantages of remote work with essential in-person collaboration to meet both associate and business needs.
Fidelity Investments is an equal opportunity employer, committed to fostering a diverse workforce through a culture of inclusion and belonging. We will accommodate applicants with disabilities who require adjustments to participate in the application or interview process.
