VP, Complex Assets (Remote)

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Description:

Job Description:

Note:

Fidelity will not provide immigration sponsorship for this position.

The Role:

The Complex Assets Group at Fidelity Charitable works with philanthropists, their professional advisors and issuer counsel to facilitate charitable donations of complex assets such as equity interests in privately held C corporations, S corporations, limited partnerships (including private equity, hedge fund and other alternative investment vehicles) and limited liability companies. The VP of Complex Assets will manage the acceptance, oversight and liquidation of a wide variety of complex assets on behalf of Fidelity Charitable from initial inquiry to completion of charitable transfers, post-acceptance oversight and closings/funding of Giving Accounts upon liquidation of contributed assets. You will work directly with donors and their advisors through the entire charitable giving process. You will review assets for acceptance following thorough due diligence and assessment of risk, including securities disclosure in connection with public and private M&A activity. You will engage with and develop strong working relationships with donors, corporate issuers, in-house and outside counsel, C-suite executives and investor relations teams. You will travel to the territories you support to engage the advisor community, deepen relationships and deliver effective practice management presentations. You will work closely with internal partners to evolve, develop and deliver highly impactful practice management modules, strategic marketing and thought leadership.

The Expertise and Skills You Bring:

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 You are dynamic and personable and have a proven track record of taking the lead. You have demonstrated a strong work ethic and are a continual learner. You have superior time-management skills and the ability to prioritize and respond to competing requests. You have excellent influencing capabilities and an interest in 'teaching' experts new tricks.

The team:

Fidelity Charitable is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits — and increased charitable impact — of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments provides all the charitable organization's employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising. The base salary range for this position is $150,000 - $190,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation. About Us Attorney Jobs in USA heartily welcomes you. We provide attorney jobs, in house counsel jobs and law student jobs around the USA from leading resources. We are always welcome your feedback to improve our performance. Please feel free to contact us with your suggestions or concern using Contact Us form. Company About Us Daily Jobs FAQ Terms & Conditions Contact Us Job Search by locations Attorney Jobs in New York Attorney Jobs in Washington Attorney Jobs in San Francisco Attorney Jobs in Los Angeles Attorney Jobs in Chicago Trending job titles Counsel Jobs Litigation Associate Jobs Staff Attorney Jobs General Counsel Jobs Patent Attorney Jobs Copyrights © 2021 All Rights Reserved by Attorney Jobs in USA .