Director, Complex Assets Group

Job not on LinkedIn

🔥 0 minutes ago

🍂 Massachusetts – Remote

🍂 Massachusetts – Remote

💵 $95k - $186k / year

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Fidelity Investments

WebsiteLinkedInAll Job Openings

10,000+ employees

Founded 1946

💸 Finance

🤝 B2B

👥 B2C

💰 $2M Series unknown on 2024-03

Finance • B2B • B2C

Fidelity Investments is a U. S. -based, globally diversified financial services firm focused on helping individual and institutional customers achieve their financial objectives. The company is known for investment management (including mutual funds and asset management), retirement and wealth-management services, brokerage and trading platforms, and institutional client services. Fidelity operates consumer-facing products for retail investors as well as B2B services for employers, advisors, and institutions; the provided website text also highlights standard web privacy/cookie practices and cross-border usage restrictions.

📋 Description

• Manage acceptance, oversight, and liquidation of complex assets on behalf of Fidelity Charitable • Facilitate charitable donations of equity interests in privately held corporations, limited partnerships, and limited liability companies • Oversee the process from initial inquiry through charitable transfer, post-acceptance oversight, and closing or funding of Giving Accounts upon liquidation • Work directly with donors and their advisors throughout the charitable giving process • Develop competence in due diligence and risk assessment, including securities disclosure for public and private MA activity • Build relationships with donors, corporate issuers, counsel, C-suite executives, and investor relations teams • Support internal and external fundraising channels • Develop relationships with the advisor community • Deliver effective practice management presentations • Collaborate with internal partners to develop and deliver practice management modules, strategic marketing, and thought leadership • Travel as required

🎯 Requirements

• B.A. or B.S. degree required • J.D. required • CFP a plus • Minimum of 3-5 years of law firm or in-house experience preferred • 3-5 years of relationship management experience • Experience in taxation, private equity, and the private capital ecosystem desired • Experience working with financial intermediaries, TE attorneys, CPAs, and CFPs for wealth planning purposes • Interest or exposure to philanthropy, charitable fundraising, and planned giving a plus • Experience and high level of competence in due diligence and assessment of risk, including product liability and securities disclosure in connection with public MA activity • Strong oral and written communication skills • Superior time-management skills and ability to prioritize and respond to competing requests • Excellent influencing capabilities • Must not have criminal histories that restrict hiring or association under applicable laws and regulations • Fidelity will not provide immigration sponsorship for this position

🏖️ Benefits

• Comprehensive health care coverage • 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 and tuition reimbursement • Learning resources to develop your career • Bonus or other variable compensation may be included depending on position and eligibility • Some travel is required