Job Description:
Regional Philanthropic Consultant
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Fidelity Charitable is seeking a strategic and influential Regional Philanthropic Consultant to lead charitable planning efforts across the Pacific Northwest. This role is ideal for a seasoned professional who thrives on solving complex problems, driving innovation, and delivering high-impact philanthropic solutions through professional intermediaries.
You will be responsible for expanding Fidelity Charitable’s presence and impact by engaging with financial advisors, attorneys, accountants, and corporate professionals. Your work will help clients integrate charitable giving into their comprehensive wealth management strategies, ultimately increasing grantmaking both regionally and nationally.
Serving as a visible and credible leader in the territory, representing Fidelity Charitable’s mission and capabilities.
Influencing and operationalizing charitable planning strategies across a diverse network of intermediaries.
Delivering sophisticated consultation and analysis on tax-advantaged giving strategies, complex asset donations, and philanthropic planning.
Driving adoption of the Charitable Investment Advisor Program, generating referrals, and supporting client retention.
Collaborating with internal partners and specialist teams to enhance divisional processes and identifying new opportunities for growth.
Making strategic decisions based on long-term trends and business implications.
Leading cross-functional initiatives and managing resources across multiple work/project groups.
The Expertise and Skills You Bring
Bachelor’s degree required; advanced degree or designation (CAP®, CFP®) preferred.
Minimum of 12+ years of experience in financial services, with a strong background in field sales and strategic planning.
Deep expertise in tax, legal, and investment principles related to charitable planning.
Proven ability to solve complex problems with functional and process implications.
Exceptional interpersonal, negotiation, and presentation skills, with the ability to communicate complex concepts to influential audiences.
Demonstrated success in leading cross-functional initiatives and driving measurable business impact.
High aptitude for learning, adaptability, and strategic decision-making.
The Team
The Fundraising organization within Fidelity Charitable (FC) is often the first call for all things philanthropic. Fundraisers tend to be the most visible face to both internal and external partners and donors of the organization. As the largest public charity in the nation and an integral provider of philanthropic services and planning, Fidelity Charitable is in the outstanding position to improve the personal philanthropic aspirations of the firm’s donors and the thousands of charitable organizations they are passionate about supporting. As a Charitable Consultant you will be responsible for collaborating with the advisors of current and future donors, growing the American tradition of charitable giving, and protecting the brand and mission of the organization.
The base salary range for this position is $130,000 - $165,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.