Vice President, New Business Development – Fidelity Charitable

Job Description:

Vice President, New Business Development – Fidelity Charitable

Note: Fidelity is not providing immigration sponsorship for this position

The Role

Fidelity Charitable seeks an accomplished, strategic, and entrepreneurial Vice President of New Business Development to expand its donor-advised fund platform with institutional Registered Investment Advisors (RIAs), Broker-Dealers (BDs) and Multi-Family Offices (MFOs).

This executive will drive revenue growth by building institutional partnerships. These partnerships embed Fidelity Charitable’s donor-advised fund platform within strategic partner firms’ branded giving solutions. The ideal candidate combines a deep understanding of the wealth management and financial intermediary ecosystem with strong consultative sales skills and a passion for philanthropy.

The Expertise and Skills You Bring

• Experience: 10+ years in institutional business development, strategic partnerships, or sales within the wealth management, asset management, or fintech sectors.
• Strategic Growth & Sales
• Identify, develop, and close new institutional partnerships with RIAs, broker-dealers, multi-family offices and custodians seeking a white label donor-advised fund program.
• Develop and execute a business development strategy to meet or exceed growth targets for white label DAF assets and accounts.
• Lead contract negotiations, pricing, and implementation in collaboration with legal, service, program, operations and relationship management teams.
• Relationship Management
• Cultivate senior-level relationships with key decision-makers (CEOs, COOs, product heads, national sales and wealth management leaders) within target firms.
• Serve as a trusted advisor, helping strategic partners integrate charitable giving into their client value proposition.
• Market Development & Positioning
• Represent Fidelity Charitable’s capabilities and thought leadership at industry conferences, panels, and networking events.
• Work closely with marketing and product teams to refine messaging, product design, and strategic partner enablement materials for institutional audiences.
• Maintain a deep understanding of competitive offerings, industry trends, and regulatory developments in the charitable giving and wealth management sectors.
• Internal Collaboration
• Partner with Fidelity Investments’ institutional and intermediary channels to identify cross-platform opportunities.
• Collaborate with implementation and relationship management teams to ensure smooth onboarding and sustained partner success.
• Knowledge: Strong familiarity with donor-advised funds, charitable giving vehicles, and financial intermediary platforms (RIA, broker-dealer, multi-family offices and custodian networks).
• Skills:
• Proven track record to develop and close complex, multi-stakeholder partnerships.
• Exceptional communication, negotiation, and presentation skills.
• Entrepreneurial approach with ability to navigate ambiguity and build new channels from concept to scale.
• Education: Bachelor’s degree or equivalent experience required; MBA or CFP/Charitable Planning credential preferred.
• Values: Passion for philanthropy, innovation, and expanding access to charitable giving

The Team

Fidelity Charitable is an independent public charity that helps donors maximize their philanthropic impact through donor-advised funds (DAFs), making charitable giving simple, effective, and enduring. As the nation’s largest grantmaker, Fidelity Charitable partners with financial intermediaries, wealth management firms, and institutions to expand access to strategic giving solutions.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

Company Overview

At Fidelity, we are passionate about 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. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCaree