[Remote] Tri-State Regional Business Development Consultant

Remote Full-time
Note: The job is a remote job and is open to candidates in USA. Fidelity Bank is seeking a Tri-State Regional Business Development Consultant to engage with advisors and enhance their knowledge of charitable solutions. The role involves building relationships with key partners to promote philanthropy and charitable giving in 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 organizationDevelop 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 regionDevelop 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 plusB.A. or B.S. degree required, CFP and/or CAP preferredIntroduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others are a plusBenefitsBonus 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 Bank is a commercial bank providing services financial sercvices. It was founded in 1974, and is headquartered in Atlanta, Georgia, USA, with a workforce of 1001-5000 employees. Its website is http://www.LionBank.com.

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