VP, Workplace Giving Account Executive

skillventory - A Leading Talent Research Firm

Vice President, Workplace Giving driving Fidelity's philanthropic solutions through consultative sales engagement. Collaborating with employers to enhance employee philanthropic initiatives and program adoption.

Posted 5/19/2026full-timeRemote • California, Colorado, Texas • 🇺🇸 United StatesLead💰 $125,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

drive adoption of Workplace Giving solutions through consultative engagement with plan sponsors, advisors, and internal partners
partner with employers to design and implement philanthropic programs that enhance employee engagement and maximize charitable impact
position the value of Fidelity’s integrated philanthropic solutions—including giving, matching, volunteering, and donor-advised fund capabilities
build and execute territory plans, develop a strong pipeline, and contribute to overall sales growth
leverage market insights and client feedback to strengthen positioning and generate demand
demonstrate disciplined execution through strong preparation, follow-up, and relationship management
collaborate with Fidelity Charitable® and Fidelity Philanthropic Consulting to deliver a comprehensive, integrated solution that streamlines giving and improves impact

Requirements

What you’ll need

5 plus years of proven success in consultative sales, influencing decision-makers, and driving solution adoption within financial services, employee benefits, or related industries
Strong relationship-building and communication skills, with the ability to uncover customer requirements and present compelling, tailored solutions
Knowledge of Workplace Investing, employee benefits, or financial services; familiarity with CSR, workplace giving, philanthropic solutions, or Fidelity internal functions is a plus
Ability to manage territory, pipeline, and time effectively in a goal-driven environment
Strong presentation skills across virtual, phone, and in-person channels with diverse stakeholders
A problem-solving demeanor with the agility to adapt as client needs and solutions evolve
Series 7 and 63 required (or ability to acquire within 2 months of hire)

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

consultative salessolution adoptionpipeline managementterritory planningrelationship managementpresentation skillsproblem-solving

Soft Skills

relationship-buildingcommunicationadaptabilitycustomer requirement analysis

Certifications

Series 7Series 63