Vice President Complex Assets

  • Competitive
  • Chicago, IL, USA Chicago IL US
  • Permanent, Full time
  • Fidelity Investments
  • 24 Mar 18 2018-03-24

Vice President Complex Assets

A Vice President in the Complex Asset Group at Fidelity Charitable works with UHNW philanthropists, their advisors, transaction attorneys and wealth advisors to facilitate charitable donations of private capital investments. Serving at the intersection of wealth creation and philanthropy, you will help make more of a difference for private capital investors, and their advisors, who are increasingly seeking more strategic ways to leverage their growth investments to maximize their philanthropic impact.

The Expertise We're Looking For

  • B.A. or B.S degree required
  • J.D. required
  • CPA preferred, not required
  • CFP a plus
  • Minimum of 5 years year of law firm or in-house experience preferred
  • Experience in taxation, private equity, and the private capital ecosystem desired
  • Experience working with financial intermediaries, T&E attorneys, CPAs, CFPs for wealth planning purposes
  • Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
  • 5 years relationship management experience
  • Experience and high level of competence in the areas of due diligence and assessment of risk, including product liability and securities disclosure in connection with public M&A activity

The Purpose of Your Role

Fidelity Charitable's Advanced Planning Group is the premier provider of advanced planning expertise and guidance on, among other things, complex asset gifting. We've also developed the first-ever Charitable Practice Management Program. As such, Fidelity Charitable is the go-to charity for private company shareholders seeking to donate appreciated private company stock in private business interests to charity. And, Fidelity Charitable is the go-to-resource for advisors seeking to upskill themselves and differentiate their practice by partnering with our team to become more confident and competent on the topic of charitable giving.

Our team serves as the first call for advisors and their founder, management team, C-suite executive, entrepreneur, early investor, employee/shareholder, and LP investor clients, seeking to leverage the appreciation and value in their equity shares for philanthropy. Some private companies have stock liquidity programs and some are preparing for a corporate action. Either way, these private capital investors rely on our Private Company Stock expertise to facilitate tax-advantaged charitable giving.

This is where you come in.

The Skills You Bring
  • You are dynamic and personable and have a proven track record of taking the lead.
  • You have demonstrated a strong work ethic and are a continual learner.
  • You have strong oral and written communication skills.
  • You are professional and have a positive attitude.
  • You have superior time-management skills and the ability to prioritize and respond to competing requests.
  • You have excellent influencing capabilities and an interest in "teaching" experts new tricks

The Value You Deliver
  • Business-as-Usual: On the East Coast you will work directly with private capital investors and their advisors through the entire charitable giving process - from inquiry to completion of charitable transfers and closings/funding of the donor advised fund, you'll create lasting relationships and generate referrals.
  • Business-as-Usual: On the East Coast you will d evelop a high level of competence in the areas of due diligence and assessment of risk, including securities disclosure in connection with public and private M&A activity
  • Business-as-Usual: On the East Coast you will engage with and develop strong working relationships with donors, corporate issuers, in-house and outside counsel, the Complex Asset Group Service Delivery Team, Fidelity Charitable's Investment Oversight and Cryptocurrency Groups, Fidelity Charitable's Fundraising Staff and Fidelity's Legal, Compliance and Risk Management teams, and day-to-day interaction with corporate counsel for private company businesses, CFOs and investor relations teams.
  • Territory and Team Partnership Responsibilities: You will be expected to inspire and innovate from Day 1 and identify opportunities to grow and evolve the complex asset gifting adoption in the territories you serve but nationwide through collaboration with various stakeholders and in an effort to implement best practices that create excitement about the strategy for advisors and donors alike. You may manage directly or indirectly teammates at all levels and across the organization to maximize outcomes. You will partner with Fundraising Leadership and PDG Leadership to ensure alignment of activity and metrics with annual goals.
  • Practice Management, Marketing and Thought Leadership Responsibilities: You'll routinely partner closely with the VP of Practice Management and the Director of Marketing to evolve, develop and deliver advanced and highly-impactful Complex Asset Practice Management programming and partner to deliver a robust and highly-impactful practice management modules both internally and externally. You will work with Marketing to develop creative and high-impact strategic marketing and thought leadership including, as appropriate, social media initiatives.
  • You will work on cross-functional initiatives that will increase awareness of the donor advised fund charitable solution and its benefits for the UHNW community and their advisors.

How Your Work Impacts the Organization

The Fidelity Charitable Gift Fund ("Fidelity Charitable") is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all of the charitable organization's employees and supports all of its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising. The Complex Asset Group, where this role is based, supports our advisor and donor community with advanced planning solutions, including unleashing the power of complex or illiquid appreciated assets in the portfolio, for charitable giving. This strategy is transformational, not only to the donor's tax and holistic wealth management goals, but more importantly it is transformational, if adopted and integrated into an advisor's overall wealth management practice, for advisors to the private capital investor-philanthropists in the thriving private capital ecosystem.Company Overview

At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer .