Vice President, Philanthropic Strategies - San Francisco, CA, United States - Fidelity Investments

Description

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: Category: Relationship Management
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