[Remote] Tri-State Regional Business Development Consultant

Note: The job is a remote job and is open to candidates in USA. Fidelity Investments is a leading provider of financial services, and they are seeking a Tri-State Regional Business Development Consultant to engage with advisors and enhance their understanding of charitable giving. The role involves building relationships with key partners to promote philanthropic solutions across New York, New Jersey, and Connecticut.ResponsibilitiesEngage with advisors to increase their knowledge of Donor Advised Funds and charitable vehiclesBuild relationships with advisors and key partnersCollaborate with the advisors of current and future donorsGrow the American tradition of charitable givingProtect the brand and mission of the organizationIntroduce new lines of philanthropy, including Private Equity and Alternative InvestmentsDevelop ongoing, productive relationships with key intermediaries and Fidelity distribution colleaguesSkillsProven sales or fundraising track recordInterest/exposure to philanthropy, charitable fundraising and planned giving a plus5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plusB.A. or B.S. degree required, CFP and/or CAP preferredStrong interpersonal, communication, and networking skillsPublic speaking experience and skillsSolid time, territory management, and organizational skills to improve efficiency and productivity within regionIntroduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others are a plusDevelop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plusCFP and/or CAP preferredInterest/exposure to philanthropy, charitable fundraising and planned giving a plusIntroduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others are a plusBenefitsComprehensive 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.