[Remote] Pacific Northwest Regional Business Development Consultant

Remote Full-time
Note: The job is a remote job and is open to candidates in USA. Fidelity Investments is seeking a strategic and influential Regional Philanthropic Consultant to lead charitable planning efforts across the Pacific Northwest. This role involves engaging with financial advisors and corporate professionals to integrate charitable giving into wealth management strategies, ultimately increasing grantmaking.ResponsibilitiesServing as a visible and credible leader in the territory, representing Fidelity Charitable’s mission and capabilitiesInfluencing and operationalizing charitable planning strategies across a diverse network of intermediariesDelivering sophisticated consultation and analysis on tax-advantaged giving strategies, complex asset donations, and philanthropic planningDriving adoption of the Charitable Investment Advisor Program, generating referrals, and supporting client retentionCollaborating with internal partners and specialist teams to enhance divisional processes and identifying new opportunities for growthMaking strategic decisions based on long-term trends and business implicationsLeading cross-functional initiatives and managing resources across multiple work/project groupsSkillsBachelor's degree required; advanced degree or designation (CAPĀ®, CFPĀ®) preferredMinimum of 12+ years of experience in financial services, with a strong background in field sales and strategic planningDeep expertise in tax, legal, and investment principles related to charitable planningProven ability to solve complex problems with functional and process implicationsExceptional interpersonal, negotiation, and presentation skills, with the ability to communicate complex concepts to influential audiencesDemonstrated success in leading cross-functional initiatives and driving measurable business impactHigh aptitude for learning, adaptability, and strategic decision-makingAdvanced degree or designation (CAPĀ®, CFPĀ®)BenefitsBonus or other variable compensationComprehensive health care coverage and emotional well-being supportMarket-leading retirementGenerous paid time off and parental leaveCharitable giving employee match programEducational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your careerCompany OverviewFidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. It was founded in 1946, and is headquartered in Boston, Massachusetts, USA, with a workforce of 10001+ employees. Its website is https://www.fidelity.com.

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