VP, Complex Assets
skillventory - A Leading Talent Research Firm
full-time
Posted on:
Location Type: Hybrid
Location: United States
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Salary
💰 $150,000 - $190,000 per year
Job Level
About the role
- manage the acceptance, oversight and liquidation of a wide variety of complex assets on behalf of Fidelity Charitable
- work directly with donors and their advisors through the entire charitable giving process
- review assets for acceptance following thorough due diligence and assessment of risk
- engage with and develop strong working relationships with donors, corporate issuers, in-house and outside counsel, C-suite executives and investor relations teams
- travel to engage the advisor community, deepen relationships and deliver effective practice management presentations
- work closely with internal partners to evolve, develop and deliver highly impactful practice management modules, strategic marketing and thought leadership
Requirements
- B.A. or B.S degree required, J.D. required
- Minimum of 5 years of law firm or in-house experience preferred
- Experience in taxation, private equity, and the private capital ecosystem desired
- 5+ years relationship management experience
- Experience working with financial intermediaries, T&E attorneys, CPAs, CFPs for wealth planning purposes
- 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
- CFP a plus
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
due diligencerisk assessmenttaxationprivate equityprivate capitalrelationship managementproduct liabilitysecurities disclosurepublic M&A
Soft Skills
communicationrelationship buildingpresentation skillscollaboration
Certifications
J.D.CFP