Philanthropic Practice Consultant - Fidelity TalentSource LLC

Job Description:

The Role

The Philanthropic Practice Consultant role is critical in accomplishing the fundraising and distribution goals of increasing contributions and new accounts by building new relationships and managing existing relationships with a vast network of financial advisors, attorneys, and accountants.

The Expertise and Skills You Have

• Bachelor s degree

• Strong knowledge of the financial advisor industry and financial planning experience

• Fundraising, sales, or relationship management experience is beneficial.

• Proven track record of being intellectually curious and driven to constantly improve.

• A dynamic personality with a high level of passion and motivation to achieve goals.

• High aptitude to learn new ideas and skills quickly while constantly adapting to new situations.

• Commitment to constant self-improvement and exhibit a competitive drive.

• Comfortable making outbound phone calls to educate financial advisors on the impact of donor advised funds and the importance of charitable planning.

• A competitive drive and resiliency to execute your goals every single day.

• Proven ability to hunt continuously for new prospects and opportunities.

• Effective time management skills to balance deal work, proactive fundraising activity, various campaigns, and personal development.

• Motivated toward success, willing to demonstrate ownership and committed to achieving meaningful goals.

• Well versed in the consultative selling approach better understand the needs of the advisors.

• Ability to build strong relationships with advisors in order to influence and drive to fundraising goals over the phone.

• Prospecting effectively to build out our network of professional advisors and discovering new fundraising opportunities through consultative conversations.

• Showcasing your expertise in the various programs, services, and benefits of a donor advised fund to bring the very best of Fidelity Charitable to each conversation.

• Acting as a charitable planning expert and resource to prospective donors and advisors to further our mission of making charitable giving accessible, simple, and effective.

• Increasing contributions and new accounts in your territory through proactive relationship building and showcasing strong charitable planning acumen.

The Team

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 \u2014 and increased charitable impact \u2014 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 and Distribution.

As a Philanthropic Practice Consultant your primary responsibility will be to have consultative conversations with financial advisors and prospective donors to provide valuable charitable planning ideas and help donors increase their charitable impact with donor advised funds.

Being part of the Philanthropic Practice Consultant team means being an important part of the Fidelity Charitable Fundraising and Distribution Team. In your role as a PPC, you will partner closely with your field partner, a Charitable Planning Consultant, as well as various business units within Fidelity Charitable to deliver unique charitable planning solutions to advisors and donors in your territory.Interviews will begin week of January 6th.

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

, 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\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.

blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

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,

, 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

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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

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