Job Description:

The Role

As a Regional Director in a territory your primary responsibility will be supporting and driving charitable practice management through intermediaries named above. You’ll work daily to help provide valuable tax and charitable planning insight, philanthropic practice guidance, and create awareness of strategic charitable solutions, including the gifting of complex assets and the value of philanthropic consultation, to intermediaries and their clients committed to making more of a difference through comprehensive wealth management.

In your role you will be an important part of the Fidelity Charitable distribution team and will be responsible for making in-person calls, partnering with your Internal and Specialist teams to drive new charitable planning referrals, Charitable Investment Advisor Program enrollments and retain intermediaries and their clients and grow Fidelity Charitable’s utilization within your territory to drive more grantmaking in your territory and nationally.

The Expertise and Skills You Bring

• Bachelor’s degree

• Chartered Advisor in Philanthropy desired, or willing to obtain; CFP is a plus

• Passion for technical tax-advantaged strategic planning

• A minimum of 5 years of field sales experience working within Financial Services Industry

• Your outstanding interpersonal, negotiation, decision making and multi-tasking abilities

• You have advanced customer service skills

• Your ability to represent multiple strategies

• You have excellent interpersonal and skills that translate into a positive client experience

• You have a passion for sales and the ability to uncover and qualify new opportunities

• You are committed to constant self-improvement and exhibit a competitive drive

• You thrive in fast paced and team environment

• You are very resourceful, organized, and ability to prioritize multiple priorities

• You have a high aptitude to learn new things quickly and adapt to new situations

• Your effective listening, communication and presentation skills

• Consulting on a wide range of strategic charitable solutions to assist advisors in their charitable practice and their clients in achieving their comprehensive wealth management goals, including philanthropy

• Collaborating with Internal partners and Specialists on how to service these professionals and create more opportunities for us to partner with them going forward

• Being a visible and credible presence in the territory – viewed as a specialist

The Team

Are you a hardworking and ambitious person who would thrive in a collaborative competitive environment tasked with creating awareness of strategic charitable solutions? If so, continue to build your career with us! The Fidelity Charitable national fundraising team is a collaborative, competitive, fast paced and exciting environment! Working together with the nation’s intermediary ecosystem this national team of experts and charitable practice management consultants is driving catalytic transformational philanthropy with a goal of enlisting advisors and donors committed to democratizing strategic philanthropy and granting massive amounts of capital to the nation’s charities.

You will join a team of territory leaders who are experts in strategic charitable solutions and passionate about driving growth across all intermediary distribution channels including, but not limited to, Investments, Law, Financial Planning, Accounting, Family Office, and Corporate. In addition to playing an integral role in Fidelity Charitable’s distribution of Charitable Practice Management throughout these channels, you will also partner closely with local territory leaders of businesses across the Fidelity enterprise.

About Fidelity Charitable

The mission of Fidelity Charitable is to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective. 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.

For more information about Fidelity Charitable, visit https://www.fidelitycharitable.org.

Please see below for the salary range for work locations in Colorado only:

Please see below for the salary range for work locations in New York City, Westchester County, NY and Jersey City, NJ only:

Please see below for the salary range for work locations in California only:

Please see below for the salary range for work locations in Washington only:

Certifications:

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.

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 Best Place to Work in 2023. 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.

At Fidelity, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we're calling "Dynamic Working."

We invite you to Find Your Fidelity at fidelitycareers.com.

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 accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 3.