Job Description:

A Director in the Complex Asset Group at Fidelity Charitable works with philanthropists, their professional advisors and issuer counsel to facilitate charitable donations of complex assets such as equity interests in privately held C corporations, S corporations, limited partnerships (including private equity, hedge fund and other alternative investment vehicles) and limited liability companies. You will be part of a cross-functional team that will oversee such contributed assets from initial inquiry, to completion of charitable transfers, post-acceptance oversight and closings/funding of Giving Accounts upon liquidation of contributed assets. Serving at the intersection of wealth creation and philanthropy, you will help make more of a difference for business owners, private equity investors, and their professional legal, tax and financial advisors, who are increasingly seeking more strategic ways to use growth investments to improve their philanthropic impact.

Fidelity Charitable is the go-to charity for business owners seeking to donate appreciated long-term capital gain property to charity. The Complex Assets Group serves as the first call for professional advisors and their founder, C-suite executive, early investor, employee shareholder, and institutional investor clients, seeking to use their appreciated long-term capital assets for philanthropy.

The Team

Fidelity Charitable is an independent public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization’s employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising. The Complex Asset Group, where this role is based, supports our advisor and donor community with sophisticated planning solutions, including fueling the power of appreciated assets in donor portfolios for charitable giving. This strategy is transformational, not only to the donor’s philanthropic goals, but also to a professional advisor’s overall ability to provide outstanding service to philanthropic clients.

The Expertise You Have

B.A. or B.S degree required

J.D. required

LLM in Tax a plus

Five years of law firm or in-house experience preferred

Experience in mergers and acquisitions, taxation, tax exempt-organizations and private capital markets desired

Curiosity about philanthropy and planned giving a plus

Experience and high level of competence in the areas of due diligence and assessment of risk in connection with equity interests in private corporations, limited partnerships (such as private equity and hedge fund and other alternative investment vehicles) and limited liability companies

The Skills You Bring

Strong analytical and detail-oriented aptitude

Strong oral and written communication skills

Dynamic and personable with a proven track record of taking the lead

A strong work ethic

A continual learner with desire to expand areas of expertise

Professional and positive demeanor.

Outstanding time-management skills and the ability to prioritize and respond to competing requests.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).”

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.