Senior innovation leader at Fidelity responsible for integrating emerging technologies like AI and blockchain. Driving innovation and scalable solutions in financial technology across business lines.
SF
Hybrid VP, Complex Assets
Posted 2 hours ago
About the role
- VP managing complex assets for Fidelity Charitable, facilitating charitable donations and working with donors directly through the giving process. Overseeing asset acceptance, due diligence, and building strong relationships with various stakeholders.
Responsibilities
- manage the acceptance, oversight and liquidation of a wide variety of complex assets on behalf of Fidelity Charitable
- work directly with donors and their advisors through the entire charitable giving process
- review assets for acceptance following thorough due diligence and assessment of risk
- engage with and develop strong working relationships with donors, corporate issuers, in-house and outside counsel, C-suite executives and investor relations teams
- travel to engage the advisor community, deepen relationships and deliver effective practice management presentations
- work closely with internal partners to evolve, develop and deliver highly impactful practice management modules, strategic marketing and thought leadership
Requirements
- B.A. or B.S degree required, J.D. required
- Minimum of 5 years of law firm or in-house experience preferred
- Experience in taxation, private equity, and the private capital ecosystem desired
- 5+ years relationship management experience
- Experience working with financial intermediaries, T&E attorneys, CPAs, CFPs for wealth planning purposes
- Experience and high level of competence in the areas of due diligence and assessment of risk, including product liability and securities disclosure in connection with public M&A activity
- CFP a plus
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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