VP , Philanthropic Services Board Management

Fidelity Investments Inc.; Durham (NC); On-site; USD 180,000 - 240,000; Full time

Job summary

Fidelity Investments Inc. is seeking a Vice President to lead the Board & Strategy Programs within Fidelity Philanthropic Services in Durham, NC.

You will align board strategy with FPS and Fidelity's objectives, oversee boards, and drive efficient governance across multiple entities including Fidelity Charitable, Signature DAF, and PIF. The role requires deep nonprofit and board leadership experience, executive presence, and strong program management.

Qualifications

• Bachelor’s degree or equivalent required.
• Minimum of 15 years nonprofit, board leadership, and/or financial services experience.
• Executive presence to support trustees and Fidelity executives.
• Strategic relationships management experience.
• Strong project management skills across multiple work streams.
• Ability to work under pressure in a high-profile environment.
• Knowledge of Convene platforms preferred.
• Excellent attention to detail and follow-through.

Responsibilities

• Oversee 4–6 boards and manage relationships with independent trustees and directors.
• Plan and manage end-to-end board meetings for Fidelity Charitable and Signature DAF.
• Coordinate board calendars and ensure trustees have required information.
• Develop and maintain board agendas and strategic items.
• Identify improvement opportunities for board guidelines and processes.
• Oversee strategic programs to drive efficiency across boards.
• Provide feedback to presenters before and after meetings.
• Serve as primary contact for internal partners and trustees.
• Escalate board matters to senior leadership as needed.

Skills

Executive presence

Strategic relationships

Project management

Stakeholder management

Leadership experience

Communication

Education

Bachelor’s degree

Tools

Convene

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description

Vice President, Board & Strategy Programs

The Board Program team supports a variety of partners including Fidelity-wide key functional leaders, senior management, and the Boards of Trustees and Directors for the Fidelity Investments Charitable Gift Fund (“Fidelity Charitable”), Signature Donor Advised Fund (“Signature DAF”), the Fidelity Investments Charitable Gift Fund Pooled Income Fund (“PIF”), various supporting organizations, and other related entities. This role will lead strategic planning and oversight of board related processes and programs within the Fidelity Philanthropic Services (“FPS”) business unit, ensuring alignment with long-term business objectives.

The Role

In this role, you will balance the strategic priorities of FPS and Fidelity with the needs of independent trustees and directors. You will lead the team to be responsible for overseeing Boards of Trustees and Directors for Fidelity Charitable, Signature DAF, PIF, and other legal entities which hold overall responsibility for their respective charities’ tax-exempt status, risk management, internal controls, financial reporting, and contractual relationships. You will provide strategic direction and leadership align board strategy with FPS and Fidelity’s overall strategy and support the trustees and directors in meeting their fiduciary duties.

You will also lead strategic programs that drive efficiency and effectiveness in the Board Program and across FPS. This includes managing the budgets for the various boards, leading board book management, delivering impeccable quality in both materials and board meeting event execution, delivering a best-in-class board meeting experience, serving as the primary relationship manager to trustees and directors, maintaining trustee and director candidate pipelines, onboarding new board members, and producing board scorecards.

A successful candidate will leverage knowledge of the FPS business lines and nonprofit boards’ fiduciary duties to provide oversight and direction that aligns board strategy with FPS’s overall strategy throughout the year.

• Oversee and participate in 4-6 boards, and managing relationships with executive-level Independent and Management Trustees and Directors
• Oversee end-to-end planning and management of Board meetings for Fidelity Charitable and Signature DAF
• Assess deliverables in context of evolving board calendars, coordinate across groups to ensure adherence to schedule so trustees and directors have the information needed to fulfil their duties
• Develop and maintain Board agendas incorporating historical practices, standard methodologies, recurring items, and current developments and strategy. Consider and develop creative and effective solutions to agenda challenges
• Identify continuous improvement opportunities for board guidelines, processes, and procedures for board presenters, to align to board goals
• Oversee strategic programs, including capacity efforts through automation, standardizing across boards, to drive effectiveness and efficiency
• Provide feedback to presenters prior to the meetings to ensure alignment and post-meeting to promote constant improvement
• Serve as the primary contact for internal business partners, senior executives, and trustees for assigned boards.
• Identify and communicate board matters and decisions requiring escalation to senior leadership.

The Skills And Expertise You Bring

• Bachelor’s degree or equivalent
• A minimum of 15 years of nonprofit, board leadership, and/or financial services experience
• Executive presence to support and navigate trustees and Fidelity executives
• Strategic relationship manager experience
• Effective project management skills, with experience guiding multiple work streams simultaneously
• Strong ability to work successfully under pressure in a high profile, challenging, and dynamic environment
• Knowledge of Convene technology platforms preferred
• Outstanding attention to detail, prioritization skills and follow-through; ability to execute seamlessly
• Strong interpersonal skills, including the ability to work with all levels of the organization
• Strong executive level relationship management experience
• Experience in workflow, process, and content development
• High profile client experience preferred
• Ability to leverage resources across the organization to deliver on and/or improve outcomes

The Team

The Business Management team is responsible for the successful management and oversight of process, communication, and logistical activities as related to matters of the boards responsible for Fidelity Philanthropic Services. In addition to the coordination and management of the board process, the Board Program is responsible for providing oversight and direction to successfully align the board strategy with FPS’s overall strategy. The team also supports strategic programs that are identified that drive effectiveness across the Board Program and FPS.

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:

Program/Project Management

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.