Fidelity Investments

Vice President, New Business Development

Fidelity Investments

full-time

Posted on:

Location Type: Hybrid

Location: United States

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Salary

💰 $150,000 - $190,000 per year

Job Level

Lead

About the role

  • expand donor-advised fund platform with institutional Registered Investment Advisors (RIAs), Broker-Dealers (BDs) and Multi-Family Offices (MFOs)
  • drive revenue growth by building institutional partnerships
  • identify, develop, and close new institutional partnerships with RIAs, broker-dealers, multi-family offices and custodians
  • develop and execute a business development strategy to meet or exceed growth targets
  • lead contract negotiations, pricing, and implementation
  • cultivate senior-level relationships with key decision-makers (CEOs, COOs, product heads, national sales and wealth management leaders)
  • represent Fidelity Charitable’s capabilities and thought leadership at industry conferences, panels, and networking events
  • collaborate with implementation and relationship management teams to ensure smooth onboarding and sustained partner success

Requirements

  • 10+ years in institutional business development, strategic partnerships, or sales within the wealth management, asset management, or fintech sectors
  • Strong familiarity with donor-advised funds, charitable giving vehicles, and financial intermediary platforms (RIA, broker-dealer, multi-family offices and custodian networks)
  • Proven track record to develop and close complex, multi-stakeholder partnerships.
  • Exceptional communication, negotiation, and presentation skills.
  • Bachelor's degree or equivalent experience required; MBA or CFP/Charitable Planning credential preferred.
Benefits
  • comprehensive health care coverage and emotional well-being support
  • market-leading retirement
  • generous paid time off and parental leave
  • charitable giving employee match program
  • educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business developmentstrategic partnershipscontract negotiationspricing strategyimplementation
Soft Skills
communicationnegotiationpresentationrelationship management
Certifications
Bachelor's degreeMBACFPCharitable Planning credential