Founded in 1946 and headquartered in Boston, Massachusetts, Fidelity Investments is a financial services corporation specializing in investment management, reti
Tri-State Regional Business Development Consultant
Location
United States
Posted
3 days ago
Salary
$110K - $225K / year
Seniority
Mid Level
No structured requirement data.
Job Description
Tri-State Regional Business Development Consultant
Fidelity Investments
Role Description Do you enjoy engaging with advisors to increase their knowledge of Donor Advised Funds and efficient and effective charitable vehicles to grow the phenomenal tradition of American philanthropy? Does building relationships with advisors and key partners to become their first call in philanthropy excite you? If this resonates with you, you should consider the Charitable Planning Consultant role and the opportunity to join the largest provider of charitable solutions in the United States to help grow the awareness and impact of charitable giving in New York, New Jersey and Connecticut. Qualifications - 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 Requirements The base salary range for this position is $110,000-225,000 USD 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. 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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