Philanthropic Solutions Account Manager

Fidelity; Westlake (TX); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Onsite work model

Competitive benefits

Job summary

Fidelity Charitable is seeking a Client Experience Account Manager to deliver superior service to ultra-high net worth donors and their advisors. You will manage donor-advised fund accounts, coordinate across Fidelity teams, and maintain proactive, high-urgency service delivery.

In this role, you will be the primary contact for policy and transactional questions, ensuring accurate resolutions and timely communication.

Qualifications

• Experience handling high-dollar donor transactions and complex fund structures.
• Strong communication with donors, advisors, and internal teams.
• Ability to proactively manage risk and escalate when needed.

Responsibilities

• Act as single point of contact for Perspectives clients on policy/transactions.
• Prioritize daily tasks and proactively prevent issues.
• Research issues to ensure complete, accurate resolutions within standards.
• Escalate potential risks and propose solutions to senior managers.
• Coordinate with operations teams to ensure consistent service delivery.
• Own communications regarding all transactional activity across Fidelity Charitable's platform.
• Advise clients on best practices and tailor account management processes.
• Provide project updates to internal and external stakeholders.
• Support in-person service reviews and conferences as needed.
• Suggest process improvements for transactional workflows.

Skills

Client relationships

Communication

Problem solving

Project management

Risk awareness

Attention to detail

Job description

Fidelity Charitable is seeking a Client Experience Account Manager to deliver superior service to ultra-high net worth donors and their advisors. You will manage donor-advised fund accounts, coordinate across Fidelity teams, and maintain proactive, high-urgency service delivery.

In this role, you will be the primary contact for policy and transactional questions, ensuring accurate resolutions and timely communication.