Business Development Manager supporting Asset Finance relationships for SMEs at Allica Bank. Delivering excellent customer service and managing a portfolio of business introducers in the UK.
About the role
- Vice President of New Business Development at Fidelity Charitable expanding donor-advised fund platform with institutional partners. Focused on driving revenue growth through strategic partnerships and relationship management.
Responsibilities
- expand donor-advised fund platform with institutional Registered Investment Advisors (RIAs), Broker-Dealers (BDs) and Multi-Family Offices (MFOs)
- drive revenue growth by building institutional partnerships
- identify, develop, and close new institutional partnerships with RIAs, broker-dealers, multi-family offices and custodians
- develop and execute a business development strategy to meet or exceed growth targets
- lead contract negotiations, pricing, and implementation
- cultivate senior-level relationships with key decision-makers (CEOs, COOs, product heads, national sales and wealth management leaders)
- represent Fidelity Charitable’s capabilities and thought leadership at industry conferences, panels, and networking events
- collaborate with implementation and relationship management teams to ensure smooth onboarding and sustained partner success
Requirements
- 10+ years in institutional business development, strategic partnerships, or sales within the wealth management, asset management, or fintech sectors
- Strong familiarity with donor-advised funds, charitable giving vehicles, and financial intermediary platforms (RIA, broker-dealer, multi-family offices and custodian networks)
- Proven track record to develop and close complex, multi-stakeholder partnerships.
- Exceptional communication, negotiation, and presentation skills.
- Bachelor's degree or equivalent experience required; MBA or CFP/Charitable Planning credential preferred.
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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