Director, Estate Gifts Compliance

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

The Director leads the administration and oversight of estate gifts and serves as subject matter expert on estate gift compliance for Fidelity Charitable. The position partners closely with a cross-functional team to support gift and asset acceptance, due diligence and administration for estate gifts. The Director will engage with internal stakeholders, outside counsel, financial advisors, to ensure gifts are structured, documented, and managed effectively.

The Expertise We're Looking For

• Bachelor's degree in a business-related or technical discipline, Juris Doctor preferred
• 8 plus years of trust administration, planned giving or gift administration experience
• A strong understanding of the nonprofit sector and donor-advised funds
• Ability to interface and build working relationships with a variety of internal and external stakeholders including trusts and estates attorneys and financial advisors as needed.
• Strong project management skills, with the ability to lead meetings and influence outcomes without formal authority
• Analytical mindset with a focus on continuous improvement
• Exceptional organizational, planning, and time management skills
• Strong written and oral communication, and presentation skills, with the ability to clearly explain and address complex issues and present effective solutions to diverse stakeholders.

• Partners with business teams to advise on planned gifts, including wills, trusts, retirements accounts and split interest gifts.
• Identify and implement process improvements-particularly related to estate gift intake, diligence, administration, and oversight-through scalable, risk-informed solutions
• Translate complex regulatory requirements into clear, actionable guidance for business partners