Grants Senior Analyst - III

Fidelity; Durham (NC); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Fully paid parental leave

On-site health centers

Job summary

Fidelity Charitable in Durham, NC is seeking a Senior Operations Specialist (Grants) to join the Premium Services Team. You will be the primary contact for our Premium Services team, handling timely and accurate processing of grants for High Net Worth donors and researching grant recommendations.

You will work on monitoring grant requests, generating reports, and communicating updates. A Bachelor’s degree and 2–3 years in related financial services or UHNW philanthropy are required.

Qualifications

• Bachelor’s degree required.
• 2-3 years Financial Sales or Service, Major/Principal Gifts, or UHNW background required.
• Strong and effective verbal and written communication skills.
• Attention to detail with good follow-through.
• Strong organizational, planning, multi-tasking, time management skills.
• Demonstrated problem solving skills.
• Ability to work under pressure and tight deadlines.
• Identify and mitigate potential areas of risk.
• Working knowledge of Fidelity systems (XTRAC, RepApp) is a plus.

Responsibilities

• Process Grants recommendations for High Net Worth donors accurately and timely.
• Meet program SLA’s and monitor the Grant Team Inbox.
• Prioritize expedited requests without sacrificing quality.
• Produce adhoc grant reporting and run bulk grant scripts.
• Proactively communicate status updates to PDG Service.

Skills

Verbal & written communication

Attention to detail

Organizational skills

Problem solving

Time management

Work under pressure

Risk mitigation

Education

Bachelor’s degree

Tools

XTRAC

RepApp

Job description

Grants Senior Analyst - III

Location

• Durham, NC

Team

• Sales & Relationship Management

Experience Level

Associate

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

Premium Operations, Senior Operations Specialist (Grants)

Fidelity Charitable is looking for top notch customer service professionals to work on the Premium Services team Durham, North Carolina. As a Senior Operations Specialist, you will be a primary point of contact for our Premium Services Team.

The Expertise we’re Looking For:

• Bachelor’s degree
• 2-3 years Financial Sales or Service, Major or Principal Gifts, or UHNW background required
• Strong and effective verbal and written communication skills
• Demonstrated attention to detail, with good follow-through
• Strong organizational, planning, multi-tasking, time management skills
• Demonstrated problem solving skills
• Ability to work under pressure and within tight deadlines
• Demonstrated ability to identify and mitigate potential areas of risk
• Working knowledge of Fidelity systems (XTRAC, RepApp), a plus

The Purpose of Your Role

The Senior Operations Specialist is a member of the Service Delivery Client Services team, specifically with the Premium Services Team, working closely with Premium Service. You will primarily be responsible for the timely and accurate processing and researching of grants recommendations for High Net Worth donors. The CMR will process standard and non-standard grant requests, meet program SLA’s, assist with monitoring the Grant Team Inbox, prioritize expedited requests without sacrificing quality, produce adhoc grant reporting, run scripts for bulk grant requests, and proactively communicate status updates to PDG Service. As a member of FC’s Service Delivery team, the CMR will be part of a highly motivated, fast-paced team, must have a strong understanding of service operations, and must be able to manage priorities well. The CMR will provide guidance and education and ensures Fidelity Charitable is surpassing all of the UHNW Donors’ needs.

You will engage with non-profits using conversational techniques to understand the scope of their request, capture relevant information, and identify a solution (if necessary). It is more than just taking a call and processing a transaction - our donors are generously giving to non-profit organizations in an effort to meet their philanthropic goals. You get to be a part of that!

The Skills You Bring

• You have a high sense of urgency and understand when to elevate
• Your strong and effective verbal and written communication skills
• Your very best problem-solving skills with excellent follow-through
• Your strong organizational skills, planning, and time management
• You are a team player with the ability to influence without authority
• You are flexible with overtime as requested (especially December – Giving Season)

The Value You Deliver

• Collaborating with internal Charitable business partners to fulfill special handling
• Employing good sound judgment in decision making or problem resolution
• Delivering a great customer experience with each interaction to help strengthen donor relationships
• Clearly understanding and articulating the full suite of Fidelity Charitable products and services to include Direct International Granting
• Process high value transactions
• Ensure daily work meets accuracy standards and is completed in a timely manner, with appropriate tracking and escalation of aging items
• Suggest process improvements and system enhancements that will increase efficiency and/or mitigate risk to the organization
• Maintain effective business relationships with Fidelity business partners with whom the position interfaces, including Legal, Risk, and Compliance
• Maintain up-to-date procedures for those functions for which responsible

How Your Work Impacts the Organization

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 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

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Client Service

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.

Benefits that balance life and work

From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.

Company overview

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 experience.

Reasonable accommodations

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 [e-mail], or by calling 800-835-5099, prompt 2, option 3.

Equal opportunity employer

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.

Applicant screening

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.

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