Hybrid Director – Philanthropic Strategies

at skillventory - A Leading Talent Research Firm

• Job title: Director – Philanthropic Strategies
• Job type: Full Time
• Experience level: Lead
• Salary: $130,000 - $165,000 per year
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, United States

About the role

• Director managing ultra-high net worth donor relationships at Fidelity Charitable. Providing philanthropic guidance and coordinating donor engagement strategies across teams.

Responsibilities

• Providing philanthropic guidance with the goal of retaining and deepening relationships
• Developing their philanthropic strategy, helping to engage their family in giving, working through complex grant recommendations, assisting them with navigating internal systems and procedures
• Connecting them to like-minded peers for learning opportunities, or providing resources and tools to better navigate the philanthropic landscape
• Representing Fidelity Charitable and the Private Donor Group in meetings, events, or conferences with sector partners and donors
• Articulating the full suite of Fidelity Charitable products and services to donors such as Direct International Grant Program, Charitable Investment Advisor Program, and DonorFlex
• Educating Private Donor Group donors on emerging trends in the broader philanthropy landscape, innovative funding approaches with DAFs, best practices, and evolving philanthropic models
• Facilitating in-depth individual or multi-generational meetings resulting in shared values and philanthropic purpose that lead to impactful grantmaking
• Coordinating across other teams to ensure donor satisfaction
• Working alongside the Donor Effectiveness and Philanthropic Research teams, research and develop materials to engage high net worth donors on grantmaking
• Participating in meetings and site visits with nonprofits, philanthropic firms and foundations
• Collaborating with others to design, coordinate, and facilitate learning communities that provide donors with an opportunity to share best practices, identify common challenges, and develop new practices

Requirements

• Bachelor’s Degree required
• At least 7+ years experience in the philanthropy industry working with HNW/UHNW individuals and families required
• Experience in philanthropic advising, major or principal gifts, and/or cultivating UHNW relationships background required
• Demonstrated experience with donor cultivation and stewardship strategies to bring donors along to deepen relationships
• Strong written and oral communication skills; ability to clearly and persuasively articulate complex ideas to diverse audiences
• Facilitation and presentation skills with the ability to run meetings and follow-through on necessary next steps
• Track record of managing multiple priorities/projects, attention to detail, and timely execution
• General knowledge of investments, alternative investments, and impact investments within donor advised funds
• Demonstrated qualities of the highest personal and professional integrity, along with a sense of humor
• Strong interpersonal skills and the ability to deliver highly personalized service
• Creativity in offering different philanthropic models for donors
• Ability to work independently in a fast-paced environment
• Ability to work collaboratively across various teams
• Proven ability to influence across all levels of the organization
• Ability to operate effectively in an ambiguous or evolving environment with shifting priorities and limited direction

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