Business Development Consultant
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Job Description
Charitable Planning Consultant engaging with advisors on Donor Advised Funds and philanthropic solutions. Building relationships to enhance charitable giving awareness in NY, NJ, and CT.
Responsibilities:
- Engage with advisors to increase their knowledge of Donor Advised Funds and charitable vehicles
- Build relationships with advisors and key partners in philanthropy
- Collaborate with advisors of current and future donors
- Grow the awareness and impact of charitable giving in New York, New Jersey and Connecticut
- Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others
Requirements:
- Proven sales or fundraising track record
- Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
- 5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus
- B.A. or B.S. degree required, CFP and/or CAP preferred
- Strong interpersonal, communication, and networking skills
- Public speaking experience and skills
- Solid time, territory management, and organizational skills to improve efficiency and productivity within region
- Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues
Benefits:
- comprehensive health care coverage and 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, tuition reimbursement, and learning resources to develop your career
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