Charitable Planning Associate

Fidelity Management & Research Company; Westlake (TX); On-site; USD 45,000 - 65,000; Full time

Job summary

Fidelity Charitable Gift Fund is seeking a Charitable Planning Associate to join Fidelity TalentSource in Westlake, TX. This inbound/outbound sales development role builds relationships with financial advisors and donors, guiding them to Donor Advised Fund solutions and philanthropic goals.

You will collaborate across Marketing, Service Delivery, Program, and Implementations to deliver outcomes and drive growth for Fidelity Charitable and its donors.

Qualifications

• Bachelor’s degree required or equivalent experience.
• Experience in fundraising, sales, business development or relationship management is beneficial.
• Passion for financial and philanthropic industries.

Responsibilities

• Qualify inbound leads as the initial contact for advisors and donors.
• Consult with prospects about using our Donor Advised Fund to meet philanthropic goals.
• Communicate value proposition to advisors and donors.
• Profile advisors/donors to understand goals and determine fund fit.
• Partner with Marketing on lead flow and campaign alignment.
• Provide interim territory coverage as needed.

Skills

Interpersonal skills

Relationship building

Motivation

Fast-paced

Organizational

Quick learner

Communication

Education

Bachelor’s degree

Job description

Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments. We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX!

Are you a hardworking and self-motivated person who would thrive in a collaborative and fast paced environment? If so, come build your career with us!

Fidelity Charitable is an interactive, competitive, dynamic, and exciting environment. In this role you will have an opportunity to gain exposure to the various facets of the financial services and philanthropic industries.

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 — and increased charitable impact — 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 the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.

The Role

The Charitable Planning Associate (CPA) is an inbound, phone-based role acting as a sales development role into the Fidelity Charitable Client Engagement team. This role will uncover new opportunities with financial advisors and prospective donors looking for charitable planning assistance. You will cultivate and qualify these opportunities by providing valuable insights and helping them achieve their charitable goals by utilizing our Donor Advised Fund. In addition to generating leads from inbound calls, you will also be responsible for driving strategic initiatives by making outbound calls to qualify leads delivered by our Marketing team. You will collaborate with various business partners including Marketing, Service Delivery, Program, and Implementations to deliver best in class outcomes for our advisors and donors.

The Expertise You Have

• Bachelor’s degree
• Passion for the financial and philanthropic industries
• Proven experience working within the financial industry and/or service related industry.
• A dynamic personality with a high level of passion and motivation for career advancement
• Fundraising, sales, business development or relationship management experience is beneficial.
• Industry designations or additional education are also a plus.

The Skills You Bring

• Excellent interpersonal and communication skills that translate into a positive advisor and donor experiences.
• A passion for establishing relationships and providing high levels of support.
• Committed to constant self-improvement and exhibit a competitive drive.
• Thrive in fast paced and collaborative environment.
• Extremely resourceful, organized, and ability to prioritize multiple priorities.
• High aptitude to learn new things quickly and adapt to new situations.
• Effective listening, communication, and presentation skills

The Value You Deliver

• Qualify inbound leads via the phone as the initial contact for financial advisors and donors exploring a relationship with Fidelity Charitable
• Consult with prospects about using our Donor Advised Fund to achieve their philanthropic goals.
• Understand and optimally communicate our value proposition to advisors and prospective donors.
• Develop an understanding of the advisor’s business or donors’ goals through profiling and determine if the Donor Advised Fund can help them achieve their goals.
• Partner with Marketing on lead flow and campaign alignment
• Function as a utility player for the Client Engagement team by providing interim territory coverage when capacity issues exist.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

Fidelity TalentSource, is the in-house temporary staffing provider for Fidelity Investments. Unlike traditional staffing agencies, we are an internal business unit within Fidelity’s Talent Acquisition team, dedicated to recruiting talent from various backgrounds for roles in Fidelity’s regional and investor center locations. Our mission is to help you experience Fidelity’s diverse and inclusive workplace while expanding your skill set and professional network, with the ultimate goal of conversion to full-time employment as part of Fidelity’s long-term strategy.

For information about working at Fidelity TalentSource, visit FTSJobs.com.

Fidelity TalentSource will reasonably accommodate applicants with disabilities who need adjustments in order to complete the application or interview process. Please email us at [e-mail] if you would like to request an accommodation.