Job Description:
The Role
Representing Fidelity Charitable, the Regional Vice President will partner with Fidelity s Private Wealth Management and Executive Services organizations, acting as the philanthropic subject matter expert for associates and their clients. You will provide coaching to associates that enhances their understanding of charitable planning within a client s overall wealth plan and increases the adoption of donor-advised funds. Additionally, you will be responsible for partnering with Fidelity leadership to drive alignment, integrate into Fidelity Wealth and business unit initiatives, and increase your impact.
The Expertise and Skills You Bring
We are seeking a dynamic individual with varied sales and relationship management experience who has a deep understanding of wealth management, estate and tax planning, and the philanthropic landscape. Additionally, the individual should have a strong understanding of Fidelity s Wealth channel, and a proven ability to work independently towards achieving financial goals and business objectives.
- Ability to adjust approach and messaging based on the needs of different audiences.
- Strong interpersonal, communication, and networking skills.
- Advanced presentation and public speaking experience.
- Excellent written communication skills.
- Experience using a data-driven approach to making decisions and managing a territory or book of business.
- Demonstrated success in working collaboratively across an organization.
- Deep understanding of wealth, estate, tax, and charitable planning techniques.
- 10+ years of wealth management or financial service intermediary sales experience.
- Bachelor s degree
- Advanced Planning degrees are highly preferred (e.g., CFP , J.D., CPA).
The Team
The Fidelity Charitable Gift Fund ( the charity ) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, the charity has introduced tens of thousands of donors to the benefits and increased charitable impact of using a donor-advised fund to meet their philanthropic goals. The charity is governed by an independent Board of Trustees, which has hired Fidelity Charitable, a business unit of Fidelity Investments, as the service provider of the charity. These services include Program Development, Investments, Service Delivery, Marketing, Finance, Tax, Technology, Compliance, Risk, and Fundraising.
Certifications:Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money.
Join Us
At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award , we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document , and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at .
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to .