Business Development Consultant

This is a fully remote position, open to applicants in Connecticut, +2 more states.

📋 Description

• Interact with advisors to enhance their understanding of Donor Advised Funds and charitable options.

• Cultivate relationships with advisors and significant partners in the philanthropic sector.

• Work in collaboration with advisors representing current and prospective donors.

• Elevate the awareness and influence of charitable contributions in New York, New Jersey, and Connecticut.

• Present new avenues for philanthropy, such as Private Equity, Alternative Investments, Corporate vehicles, and more.

⛳️ Requirements

• Demonstrated success in sales or fundraising.

• A background or interest in philanthropy, charitable fundraising, and planned giving is advantageous.

• Preferably 5 years of experience in Financial Service intermediary sales (including mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience is a plus.

• A B.A. or B.S. degree is required; CFP and/or CAP credentials are preferred.

• Exceptional interpersonal, communication, and networking abilities.

• Experience and skills in public speaking.

• Strong organizational skills, time management, and territory management to boost efficiency and productivity in the region.

• Ability to develop lasting, effective relationships with key intermediaries and Fidelity distribution colleagues.

🏝️ Benefits

• Comprehensive health care coverage and emotional well-being support.

• Market-leading retirement plans.

• Generous paid time off and parental leave policies.

• Employee match program for charitable contributions.

• Educational assistance, including student loan repayment, tuition reimbursement, and resources for career development.