Business Development Volunteer supporting the introduction of AI tools and development of digital products. Working in creative teams to enhance intelligent workflows and digital solutions.
SF
Hybrid Vice President, New Business Development
Posted last month
About the role
- Vice President of New Business Development focused on expanding Fidelity Charitable’s donor-advised fund platform with institutional clients. Building partnerships and driving revenue growth in the wealth management sector.
Responsibilities
- expand its 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 seeking a white label donor-advised fund program
- Develop and execute a business development strategy to meet or exceed growth targets for white label DAF assets and accounts
- Lead contract negotiations, pricing, and implementation in collaboration with legal, service, program, operations and relationship management teams
- Cultivate senior-level relationships with key decision-makers (CEOs, COOs, product heads, national sales and wealth management leaders) within target firms
- Represent Fidelity Charitable’s capabilities and thought leadership at industry conferences, panels, and networking events
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)
- 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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