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

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

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

VP, Complex Assets

Key skills