Program Director – Fidelity Charitable Catalyst Fund

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🔥 0 minutes ago

🏈 Alabama, Louisiana, +2 more states – Remote

🏈 Alabama – Remote ⚜️ Louisiana – Remote 🎸 Mississippi – Remote 🌴 South Carolina – Remote

⏰ Full Time

🔴 Lead

📋 Program Manager

👻 Ghost score 10%

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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

• Lead Fidelity Charitable Catalyst Fund state and local giving infrastructure work in the Deep South • Lead the national grantmaking portfolio focused on donor engagement and education • Manage a portfolio of 40+ grant relationships across the Deep South and nationally • Develop relationships with potential grantees and complete grant diligence and assessments • Make grant recommendations and partner with grantees to set goals aligned with the Catalyst Fund’s learning framework • Monitor progress toward goals and analyze and synthesize grant reports • Represent the Catalyst Fund at grantee events, funder conferences, philanthropic convenings, and within the national donor support ecosystem • Connect national organizations to local grantees • Recommend revisions to ongoing strategy and grantmaking priorities based on research, trends, and grantee learning • Partner with the Executive Director on grantee learning events, communications, process improvements, board communications, and special projects • Partner across Fidelity Charitable teams to launch donor-giving experiments • Partner with Fidelity Charitable Marketing to promote grantees and inspire donor engagement

🎯 Requirements

• Fidelity will not provide immigration sponsorship for this position • 8+ years of experience leading donor education, engagement, or advising programs connecting individual donors with local nonprofits and/or nonprofit fundraising capacity-building programs • Leadership and management experience at a community foundation, public foundation, giving circle, association of nonprofits, or similar community-based intermediary preferred • 4+ years of experience as a grantmaker independently leading a portfolio, assessing and recommending grants, managing grantee relationships, and conducting impact analysis • Lived experience in the Deep South required, with demonstrated knowledge of philanthropy and the nonprofit sector across the region • Preference for candidates based in Arkansas, Louisiana, Mississippi, Alabama, Georgia, or South Carolina • Strong understanding of national and local trends, research, and organizations influencing donor giving behavior, donor-advised funds, capacity building, and nonprofit fundraising • Exceptional analytical, research, and writing skills • Significant public speaking experience with donor and nonprofit audiences • Experience collaborating across diverse constituencies, building trust, achieving common goals, solving problems independently, taking initiative, and exercising sound judgment in fast-paced, ambiguous environments • High proficiency with PowerPoint, Excel, and Word • Experience using grants management systems such as Fluxx • Travel required for at least 50% of the role • Individuals may be subject to restrictions based on certain criminal histories under applicable laws and regulations

🏖️ Benefits

• Fidelity’s business is governed by applicable securities, investment, retirement, ERISA, state, and self-regulatory organization laws and regulations • Fully remote roles are excluded from Fidelity’s transition to a full-time onsite working model