Job Description:
Fully remote, West Coast
The Role
The VP has responsibility for a book of business comprised of donors within Fidelity Charitable s Perspectives segment, created for donors with a minimum charitable account balance of $100M. These relationships typically include multiple generations of a donor family as well as single family office investment and/or philanthropy staff. Perspectives donors include signatories of the Giving Pledge, prominent business owners, investment fund founders and partners, social entrepreneurs, and professional athletes and entertainers who require confidentiality and discretion. In addition to individual donors, this segment also includes major global corporations using a donor-advised fund as part of their philanthropic strategy.
Understanding investment strategies including alternatives and impact investing
Providing philanthropic guidance and education
Navigating family dynamics and working within the family office ecosystem
The Expertise and Skills You Bring
Bachelor s Degree required
15+ years UHNW industry experience required
Investments, Family Office, Principal Gifts, or UHNW philanthropy background required
Strong investment knowledge preferred, including alternative investments and impact investing
Proven track record in building and retaining $100M+ relationships with complex clients
Deep knowledge of the philanthropic landscape, the non-profit sector, and grantmaking best-practices
Familiarity with philanthropic approaches in the corporate sector
The Team
The Vice President, Philanthropic Strategies, role is part of the Private Donor Group Perspectives team. Internally, the VP serves as a leader providing vision, hands on guidance, and strategy development on a cross-functional working group focused on building out and delivering this segmented offering. Externally, the VP represents Fidelity Charitable as a speaker at regional and national events and in meetings with donors and their teams.
Company Overview
The Fidelity Charitable Gift Fund ( Fidelity Charitable ) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable 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. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process. Please email us at or call , prompt 2, option 2 if you would like to request an accommodation.
The base salary range for this position is $112,000-$255,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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 , or by calling , prompt 2, option 3.