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Fidelity Investments

Head of Fundraising and Distribution

Boston, MA

Job Description:

SVP, Head of Fundraising & Distribution

Fidelity Investments has a 30+ year history of helping customers and its employees enhance their giving impact through a suite of innovative philanthropic offerings. National Charitable Services (NCS) is a 700+ fully integrated Fidelity business unit that supports customers, companies, financial advisors, and more with their philanthropic needs. This includes providing all services for Fidelity Charitable, an independent 501(c)(3) public charity and the nation's largest grantmaker, granting more than 2.3M grants totaling $11.8B in 2023 alone.

NCS is seeking a senior executive to lead the fundraising and distribution function and be a part of the senior leadership team, contributing to the overall strategic vision and direction of the organization.

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Reporting to the president, you will develop business plans, territory goals and provide team coaching and development to deliver on annual goals. You will drive new, innovative and pivotal initiatives to support the organization's long-term growth strategies. You will be an active business partner and brand ambassador at the enterprise level, uncovering and driving points of collaboration and integration to fully leverage Fidelity's major distribution channels to drive growth, including retail, institutional, 401k and stock plan services. You will lead our efforts with external advisor and intermediary channels including development and relationship management of strategic firms across RIAs, CPAs, attorney's and family offices. You will serve as champion and help evolve our industry leading differentiators such as the Advisor Practice Management, the Charitable Investment Advisor Program and more! You are an industry thought leader, spokesperson, influencer and champion of smart tax-advantaged giving strategies.

Responsibilities:

Strategic Business Leadership:

• Form strong networks of strategic senior-level partnerships throughout the Fidelity enterprise and the industry

• In partnership with Service Delivery, craft and deliver an end-to-end advisor service experience that delights our intermediaries, their associates and clients

• Serve as the "voice of the customer" for broader business objectives requiring both functional and business knowledge and expertise

• Drive comprehensive strategies and policies to drive business development and growth.

• Balance need to achieve fundraising goals with long-term business value and profitability for the organization (eg fee waivers, distribution expense/cost center etc)

Retention and Risk Mitigation:

• Ensure proactive identification of retention risk factors. Develop and carry out departmental strategies to mitigate those factors.

• Provide input and direction for complex new and re-bid situations and other risk situations with detailed knowledge of competitive environment.

• Serve as the Executive Sponsor with select number of largest and most valuable firms and clients

Growth and Sustainability:

• Infuse sales culture of excellence and technical proficiency,

• Leverage data and analytics to set goals, measure outcomes and proactively evaluate and review resource allocation and gaps in distribution and lead reorganization efforts as appropriate, represent Fidelity Charitable's interests at industry conferences and trade shows, including public speaking at industry events and developing a professional social media presence.

Talent Management:

• Lead all aspects of active performance management and development for team of 45 - 50 associates through establishment and monitoring of key measures, regular in-person observations, and compensation planning and role progression strategies. Including mobility within Fidelity Investments.

The Expertise and Skills You Bring

• Bachelor's degree or equivalent work experience required. MBA, J.D., or equivalent preferred.

• A minimum of 10 years of leadership experience at the senior level including strategic decision making, business judgment, and leadership of large, multi location teams, with multiple stakeholder groups and co-dependencies for success,

• A minimum of 10 to 15 years in financial services, charitable and holistic financial planning, corporate benefits consulting, or administration, and/or institutional client relationship management and business development or related sales industry experience

• Competitor Focus: Ability to quicky decipher changes in the philanthropy sector and from competitors and advise the rest of the senior leadership team on how to respond.

• Data Driven: Deep expertise in implementing concise and transparent metrics and using

• data analytics as a tool for decision-making

• Ability to represent Fidelity Charitable effectively to donors, advisor influencers and other business leaders.

• Collaborative, flexible and adaptive to meet challenges with a winning outlook.

• Interpersonal: high-energy leadership and ability to rally a team to top performance while building loyalty and trust

• Technical Expertise & Consulting Skills: Detailed understanding of IRS-qualified 501(c)(3) public charities and Donor Advised Funds, regulatory laws related to Exempt Organizations and tax-deductible charitable giving, and investment management, including investment management and oversight including private capital and alternative investments.

• Stakeholder management: Identify and team with key internal and external stakeholders to expand distribution.

• Communication Skills: Demonstrated public speaking and thought leadership expertise ability to establish a following of industry leaders.

• Willingness to travel approximately 50% of the time.

Certifications:

Company Overview

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.

Join Us

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 top 10 Best Place to Work in 2024. 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.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

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.

Client-provided location(s): Boston, MA, USA; Durham, NC, USA; Westlake, TX, USA
Job ID: Fidelity-2091053
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.