The Role
Fidelity Charitable’s Private Donor Group is seeking a highly experienced professional with a range of skills and expertise that includes in-depth philanthropic advising, grantmaking, and relationship management to manage approximately 250 ultra-high net worth (UHNW) donors. The role is ideal for someone who enjoys building meaningful long-term relationships with individuals and multi-generational families, facilitating meetings to provide personalized guidance on giving strategies and implementation, exploring donor giving and needs through a values-based and empathetic lens, supporting innovative and intentional grantmaking, and leveraging fundraising donor strategies to cultivate and steward the relationships. This role will report to the Vice President, Philanthropic Strategies and working in close collaboration with others across the team.
The Purpose of Your Role
Providing philanthropic guidance with the goal of retaining and deepening relationships. This may include developing their philanthropic strategy, helping to engage their family in giving, working through complex grant recommendations, assisting them with navigating internal systems and procedures, connecting them to like-minded peers for learning opportunities, or providing resources and tools to better navigate the philanthropic landscape.
Representing Fidelity Charitable and the Private Donor Group in meetings, events, or conferences with sector partners and donors.
Articulating the full suite of Fidelity Charitable products and services to donors such as Direct International Grant Program, Charitable Investment Advisor Program, and DonorFlex.
Educating Private Donor Group donors on emerging trends in the broader philanthropy landscape, innovative funding approaches with DAFs, best practices, and evolving philanthropic models.
Facilitating in-depth individual or multi-generational meetings resulting in shared values and philanthropic purpose that lead to impactful grantmaking.
Coordinating across other teams to ensure donor satisfaction.
Working alongside the Donor Effectiveness and Philanthropic Research teams, research and develop materials to engage high net worth donors on grantmaking. This includes participating in meetings and site visits with nonprofits, philanthropic firms and foundations. It also involves collaborating with others to design, coordinate, and facilitate learning communities that provide donors with an opportunity to share best practices, identify common challenges, and develop new practices.
The Expertise and Skills You Bring
Bachelor’s Degree required.
At least 7+ years experience in the philanthropy industry working with HNW/UHNW individuals and families required.
Experience in philanthropic advising, major or principal gifts, and/or cultivating UHNW relationships background required.
Demonstrated experience with donor cultivation and stewardship strategies to bring donors along to deepen relationships.
Strong written and oral communication skills; ability to clearly and persuasively articulate complex ideas to diverse audiences.
Facilitation and presentation skills with the ability to run meetings and follow-through on necessary next steps.
Track record of managing multiple priorities/projects, attention to detail, and timely execution.
General knowledge of investments, alternative investments, and impact investments within donor advised funds.
Demonstrated qualities of the highest personal and professional integrity, along with a sense of humor.
Strong interpersonal skills and the ability to deliver highly personalized service.
Creativity in offering different philanthropic models for donors.
Ability to work independently in a fast-paced environment.
Ability to work collaboratively across various teams.
Proven ability to influence across all levels of the organization.
Ability to operate effectively in an ambiguous or evolving environment with shifting priorities and limited direction
Travel Requirements
Building deep connections with Private Donor Group donors, and creating community among them, are key components of Fidelity Charitable’s work. As such, this role is expected to spend at least 35% of their time traveling to in-person meetings and events.
The Team
The overall team comprises of 15 members who support those individual donors and multi-generational families with their giving. The Director, Philanthropic Strategies will be a key contributor to the Philanthropic Advising team within the Private Donor Group, which supports Fidelity Charitable DAF holders with at least $5 million in charitable assets through guidance and connections in philanthropy. The Director, Philanthropic Strategies role is integral to the Private Donor Group team that provides philanthropic guidance to high net worth and ultra-high net worth Fidelity Charitable donors and their advisors. Many PDG donors and their advisors have critical relationships across the Fidelity Enterprise including Personal Wealth Management (PWM), Workplace Participant Services (WPS/WI), Stock Plan Services (SPS) and Fidelity Family Office Services (FFOS). As such, the Director must ensure a positive donor and advisor experience which strengthens the overall Fidelity relationship.
How Your Work Impacts the Organization
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.
Note: Fidelity is not providing immigration sponsorship for this position
The base salary range for this position is $130,000 - $165,000 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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.