Regional Business Development Consultant

skillventory - A Leading Talent Research Firm

Regional Philanthropic Consultant driving charitable planning efforts across the Pacific Northwest. Engaging with financial advisors to enhance charitable giving integrated into wealth management.

Posted 6/24/2026full-timeRemote • Washington • 🇺🇸 United StatesSeniorLead💰 $95,000 - $186,000 per yearWebsite

About the role

Key responsibilities & impact

Lead charitable planning efforts across the Pacific Northwest
Expand Fidelity Charitable’s presence and impact by engaging with financial advisors, attorneys, accountants, and corporate professionals
Help clients integrate charitable giving into their comprehensive wealth management strategies
Serve as a visible and credible leader representing Fidelity Charitable’s mission
Influence and operationalize charitable planning strategies across a diverse network of intermediaries
Deliver consultation and analysis on tax-advantaged giving strategies, complex asset donations, and philanthropic planning
Drive adoption of the Charitable Investment Advisor Program, generate referrals, and support client retention
Collaborate with internal partners and specialist teams to enhance divisional processes
Lead cross-functional initiatives and manage resources across multiple work/project groups

Requirements

What you’ll need

Bachelor’s degree required; advanced degree or designation (CAP®, CFP®) preferred
Minimum of 12+ years of experience in financial services, with a strong background in field sales and strategic planning
Deep expertise in tax, legal, and investment principles related to charitable planning
Proven ability to solve complex problems with functional and process implications
Exceptional interpersonal, negotiation, and presentation skills, with the ability to communicate complex concepts to influential audiences
Demonstrated success in leading cross-functional initiatives and driving measurable business impact
High aptitude for learning, adaptability, and strategic decision-making

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

charitable planningtax-advantaged giving strategiescomplex asset donationsphilanthropic planningfinancial servicesfield salesstrategic planninginvestment principlesproblem-solvingcross-functional initiatives

Soft Skills

interpersonal skillsnegotiation skillspresentation skillscommunication skillsadaptabilitystrategic decision-makingleadershipcollaborationinfluenceclient retention

Certifications

Bachelor's degreeCAP®CFP®