[Remote] Tri-State Regional Business Development Consultant

Note: The job is a remote job and is open to candidates in USA. Fidelity Investments is a leading provider of financial services, and they are seeking a Tri-State Regional Business Development Consultant to engage with advisors and enhance their understanding of charitable giving. The role involves building relationships with key partners to promote philanthropic solutions across New York, New Jersey, and Connecticut.

Responsibilities

• Engage with advisors to increase their knowledge of Donor Advised Funds and charitable vehicles
• Build relationships with advisors and key partners
• Collaborate with the advisors of current and future donors
• Grow the American tradition of charitable giving
• Protect the brand and mission of the organization
• Introduce new lines of philanthropy, including Private Equity and Alternative Investments
• Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues

Skills

• Proven sales or fundraising track record
• Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
• 5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus
• B.A. or B.S. degree required, CFP and/or CAP preferred
• Strong interpersonal, communication, and networking skills
• Public speaking experience and skills
• Solid time, territory management, and organizational skills to improve efficiency and productivity within region
• Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others are a plus
• Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues
• 5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus
• CFP and/or CAP preferred
• Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
• Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others are a plus

Benefits

• Comprehensive health care coverage and emotional well-being support
• Market-leading retirement
• Generous paid time off and parental leave
• Charitable giving employee match program
• Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

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