Regional Business Development Consultant
Job Summary
The Charitable Planning Consultant will drive the growth of Donor Advised Funds by building strategic relationships with advisors in the Tri-State area. You will act as the primary resource for philanthropic planning, supporting donors and charitable organizations. The role requires expert knowledge in financial services and a commitment to advancing American philanthropy.
Responsibilities
- Engage advisors on Donor Advised Funds
- Build relationships with key intermediaries
- Manage regional territory and productivity
- Advise on charitable giving strategies
Required Skills
- 5+ years financial intermediary sales
- Strong communication and public speaking
- Estate, tax, or trust planning knowledge
- B.A. or B.S. degree required
- CFP/CAP certification preferred
Job Details
Responsibilities:
- Engage with advisors to increase their knowledge of Donor Advised Funds and effective charitable vehicles.
- Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues.
- Act as a primary resource for philanthropic planning to help grow awareness and impact of charitable giving.
- Collaborate with advisors of current and future donors to protect the brand and mission of the organization.
- Manage territory and time efficiently to improve productivity within the region.
Required Skills and Expertise:
- Proven sales or fundraising track record.
- 5 years of financial service intermediary sales experience (mutual funds, 401k, variable annuity wholesalers) preferred.
- Experience with estate/tax planning or trust services is a plus.
- Strong interpersonal, communication, and networking skills.
- Demonstrated public speaking skills.
- Interest in philanthropy, charitable fundraising, and planned giving.
- Familiarity with Private Equity, Alternative Investments, and Corporate vehicles.
- B.A. or B.S. degree required; CFP and/or CAP certification preferred.