Director, Complex Assets Group

This is a fully remote position, open to applicants in United States.

📋 Description

• Oversee the acceptance, management, and liquidation of intricate assets on behalf of Fidelity Charitable.

• Facilitate the entire process from the initial inquiry to the completion of charitable transfers, including post-acceptance oversight and the closing/funding of Giving Accounts upon liquidation.

• Collaborate directly with donors and their advisors throughout the charitable giving journey.

• Cultivate expertise in due diligence and risk assessment, encompassing securities disclosure for both public and private M&A activities.

• Engage with and build relationships with donors, corporate issuers, in-house and external legal counsel, C-suite executives, and investor relations teams.

• Assist internal and external fundraising initiatives.

• Strengthen and enhance connections with the advisor community.

• Provide impactful practice management presentations.

• Work alongside internal partners to create and deliver practice management modules, strategic marketing efforts, and thought leadership.

• Some travel may be necessary.

⛳️ Requirements

• A B.A. or B.S. degree is mandatory.

• A J.D. is required.

• CFP certification is advantageous.

• A minimum of 3–5 years of experience in a law firm or in-house setting is preferred.

• 3–5 years of experience in relationship management.

• Desired experience in taxation, private equity, and the private capital ecosystem.

• Familiarity with financial intermediaries, TE attorneys, CPAs, and CFPs for wealth planning is essential.

• Interest or exposure to philanthropy, charitable fundraising, and planned giving is beneficial.

• Proven high-level competence in due diligence and risk assessment, particularly regarding product liability and securities disclosure in relation to public M&A activities.

• A dynamic, personable individual with a history of taking initiative.

• Strong work ethic and a commitment to continuous learning.

• Excellent oral and written communication skills.

• Professional demeanor and a positive attitude.

• Exceptional time-management and prioritization abilities.

• Strong influencing skills.

• Must be able to work without immigration sponsorship.

• Subject to certain restrictions concerning specific criminal histories as dictated by applicable financial regulations.

🏝️ Benefits

• Comprehensive health care coverage.

• Support for emotional well-being.

• Market-leading retirement benefits.

• Generous paid time off.

• Parental leave.

• Employee matching program for charitable giving.

• Educational assistance, including student loan repayment and tuition reimbursement.

• Resources for career development and learning.

• Bonus or other variable compensation available depending on position and eligibility.

• Fully remote work arrangement applicable to fully remote roles.