Job Overview
Location
WA Work From Home
Job Type
Full-time
Category
Customer Success
Date Posted
May 15, 2026
Full Job Description
đź“‹ Description
- • Serve as a strategic Regional Philanthropic Consultant to expand Fidelity Charitable’s presence and impact across the Pacific Northwest by engaging financial advisors, attorneys, accountants, and corporate professionals.
- • Represent Fidelity Charitable’s mission and capabilities as a visible and credible leader in the territory, building trust and credibility with professional intermediaries.
- • Deliver sophisticated consultation on tax-advantaged giving strategies, complex asset donations, and comprehensive philanthropic planning to integrate charitable giving into clients’ wealth management frameworks.
- • Drive adoption and implementation of the Charitable Investment Advisor Program by generating referrals, supporting client retention, and enhancing intermediary engagement.
- • Influence and operationalize charitable planning strategies across a diverse network of financial and legal professionals to increase regional and national grantmaking.
- • Collaborate with internal teams and specialist departments to improve divisional processes, identify new growth opportunities, and align philanthropic initiatives with organizational goals.
- • Make strategic, data-informed decisions based on long-term market trends and business implications to guide regional expansion and service innovation.
- • Lead cross-functional initiatives, manage resources across multiple project groups, and coordinate efforts between internal stakeholders to ensure seamless client service delivery.
- • Communicate complex financial, legal, and tax concepts clearly and persuasively to influential, high-net-worth audiences, including advisors and institutional decision-makers.
- • Build and maintain long-term relationships with professional intermediaries to foster repeat business, increase donor participation, and strengthen Fidelity Charitable’s market position.
- • Apply deep expertise in charitable giving mechanisms, including donor-advised funds, appreciated securities, private foundation planning, and estate integration strategies.
- • Identify and pursue new business opportunities by analyzing intermediary networks, market dynamics, and regional philanthropic trends.
- • Maintain alignment with Fidelity’s regulatory obligations under the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, ERISA, and other applicable federal and state laws governing financial services.
- • Contribute to organizational growth by contributing insights from field experience to improve tools, training, and resources for the broader philanthropic consulting team.
- • Act as a key liaison between donors, intermediaries, and Fidelity Charitable to ensure the brand’s mission of advancing charitable giving is consistently upheld.
🎯 Requirements
- • Bachelor’s degree required; advanced degree or designation (CAP®, CFP®) preferred
- • Minimum of 12+ years of experience in financial services with strong background in field sales and strategic planning
- • Deep expertise in tax, legal, and investment principles related to charitable planning
- • Proven ability to solve complex problems with functional and process implications
- • Exceptional interpersonal, negotiation, and presentation skills for influencing influential audiences
- • Demonstrated success in leading cross-functional initiatives and driving measurable business impact
🏖️ Benefits
- • Comprehensive health care coverage and emotional well-being support
- • Market-leading retirement benefits
- • Generous paid time off and parental leave
- • Charitable giving employee match program
- • Educational assistance including student loan repayment, tuition reimbursement, and learning resources
- • Base salary range of $95,000–$186,000 USD per year with potential for bonus or variable compensation
Skills & Technologies
Onsite
$95k-186k
Degree Required
About Fidelity Investments
Fidelity Investments is a multinational financial services corporation offering asset management, brokerage, retirement planning, and wealth advisory services to individuals, institutions, and intermediaries worldwide. Founded in 1946, it operates through subsidiaries including FMR LLC, providing mutual funds, ETFs, trading platforms, and digital financial planning tools while serving over 40 million investors across North America, Europe, Asia, and Australia with discretionary and non-discretionary investment management solutions.
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