Director, Complex Assets Group

Job not on LinkedIn

🔥 0 minutes ago

🇺🇸 United States – Remote

💵 $95k - $186k / year

⏰ Full Time

🔴 Lead

👔 Director

👻 Ghost score 0%

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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 • Handle the process from initial inquiry through charitable transfer completion, post-acceptance oversight, and closing/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 M&A activity • Engage with and develop relationships with donors, corporate issuers, in-house and outside counsel, C-suite executives, and investor relations teams • Support internal and external fundraising channels • Engage and deepen 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 • Some travel is required

🎯 Requirements

• B.A. or B.S. degree required • J.D. required • CFP is 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 is a plus • Experience and high-level competence in due diligence and risk assessment, including product liability and securities disclosure in connection with public M&A activity • Dynamic, personable, and proven track record of taking the lead • Strong work ethic and continual learning orientation • Strong oral and written communication skills • Professionalism and positive attitude • Superior time-management and prioritization skills • Excellent influencing capabilities • Ability to work without immigration sponsorship • Subject to restrictions related to certain criminal histories under applicable financial regulations

🏖️ Benefits

• Comprehensive health care coverage • Emotional well-being support • Market-leading retirement benefits • Generous paid time off • Parental leave • Charitable giving employee match program • Educational assistance, including student loan repayment and tuition reimbursement • Learning resources for career development • Bonus or other variable compensation, depending on position and eligibility • Fully remote work arrangement applicable to fully remote roles