Remote VP M - San Francisco, CA, United States - Fidelity Investments

Description

Fully remote, West Coast

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.

Navigating family dynamics and working within the family office ecosystem

Bachelor's Degree required
~Investments, Family Office, Principal Gifts, or UHNW philanthropy background required
~ 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
~ 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. 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 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 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. 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.

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.
Relationship Management
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