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Vice President of Fundraising, Alternative Investments

Fidelity

Fidelity

Massachusetts, USA · Remote
Posted on Jun 11, 2025
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Job Description:

Vice President of Fundraising, Alternative Investments

    The Role

    The Vice President of Fundraising, Alternative Investments will be responsible for integrating alternative investment strategies with fundraising efforts, ensuring alignment between donor expectations and investment outcomes. This role requires a deep understanding of alternative investments and strong client-facing skills to effectively communicate with donors and internal teams. This role is designed to ensure that Fidelity Charitable can effectively leverage alternative investments to meet fundraising goals while maintaining strong relationships with donors and ensuring alignment with our Programs and Investment team. This VP role will report to the Head of Fundraising and Distribution and will be an active resource for the Private Donor Group (PDG) and Fundraising teams.

    *Expected Travel is 60% of the time*

    The Expertise and Skills You Bring

    • Investment Strategy Development:

      • Develop and implement alternative investment strategies that align with the organization's goals and donor expectations.

      • Conduct thorough due diligence and manager selection for alternative investments.

    • Fundraising Integration:

      • Collaborate with the fundraising and PDG team to create compelling investment narratives for advisors and donors.

      • Present alternative investment opportunities to donors, highlighting potential benefits and risks.

    • Client Relationship Management:

      • Serve as the primary point of contact for donors, advisors and home office teams regarding alternative investments.

      • Build and maintain strong relationships with donors and advisors, providing regular updates and addressing any concerns.

    • Program/Investment Team Collaboration:

      • Work closely with the Programs and Investment team to ensure investment strategies are effectively implemented and communicated back to advisors and donors.

      • Provide insights based on market trends, macro-economic outcomes and investment performance.

      • Communicate financial due diligence including fee structure, valuation methods and various liquidity terms

      • Partner with Programs and Investments on offering documents, regulatory filings and ensure compliance and alignment of donor’s risk profile.

    • Performance Monitoring and Reporting:

      • Monitor the performance of alternative investments and report on key metrics to donors, advisors and internal stakeholders.

      • Work closely with the Programs and Investment team to ensure investment strategies are adhering to the Investment Policy Guidelines (IPG).

      • Develop tools and systems for tracking and analyzing investment performance.

    • Subject Matter Expertise: Extensive knowledge of alternative investments, including private equity, hedge funds, real assets, and more

    • Client-Facing Skills: Strong communication and interpersonal skills to effectively engage with donors, advisor, home office product managers and internal teams across Fidelity.

    • Analytical Skills: Ability to analyze complex investment data and provide actionable insights.

    • Strategic Thinking: Capability to develop and discuss long-term investment strategies that align with organizational goals.

    • Collaboration: Proven ability to work collaboratively across different teams and departments.

    • Educational Background: Bachelor’s degree in finance, Economics, Business, or a related field; advanced degrees or certifications (e.g., CFA) are a plus.

    • Experience: Minimum of 7-10 years of experience in alternative investments, with a track record of successful client engagement and investment strategy development.

    • Technical Proficiency: Familiarity with investment analysis tools and software.


    ​Note: Fidelity is not providing immigration sponsorship for this position.

    The Team

    The Fidelity Charitable Fundraising and Distribution team partners with donors, advisors and institutions to help them achieve their philanthropic goals by effectively incorporating charitable giving. The Fundraising and Distribution team is often the first call for all things philanthropic. Fundraisers tend to be the most visible face to both internal and external partners and donors of the organization. As the largest public charity in the nation and an integral provider of philanthropic services and planning, Fidelity Charitable is in the outstanding position to improve the personal philanthropic aspirations of the firm’s donors and the thousands of charitable organizations they are passionate about supporting.

    Certifications:

    Category:

    Relationship Management

    Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

    Company overview

    At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

    If you would like to request an accommodation, please contact us at:

    accommodations@fmr.com

    Apply

    Join us

    At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

    Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

    We invite you to Find Your Fidelity at fidelitycareers.com.

    Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

    Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

    At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

    Benefits
    Learning & development
    Culture

    Benefits that adapt to everything life sends your way

    401(k) with company match

    Medical, dental, vision and prescription drug coverage

    16-week maternity leave & 12-week parental leave

    Student loan assistance

    Fidelity is invested in you

    Committed to Professional Development

    At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

    We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

    Continuing Education & Training

    • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
    • Video-based training for technology, leadership, management & more.
    • Ongoing skills development and coaching opportunities.
    • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
    • A range of talent development programs to support career mobility.

    Mentoring

    • Utilize the skills of experienced leaders to enrich your career.
    • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
    • An open atmosphere of knowledge sharing and collaboration.
    • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

    Our Commitment to Diversity and Inclusion

    "Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments

    At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

    Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

    These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

    • Over 22K employees participate in an affinity group.
    • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
    • 74% increase in affinity group memberships over the last three years.

    Giving Back to Our Communities

    Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

    Fidelity Cares

    • Provides associates with opportunities to actively volunteer and share their talents.
    • Hosts numerous company-wide volunteer events (in-person and virtual).
    • Partners with nonprofit organizations to support our local communities.
    • More than 12,000 associates donate time annually – from interns to SVPs.
    • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

    Fidelity Charitable®

    • Created to make it easy for people to support charitable organizations they care about.
    • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
    • Supported more than 300,000 unique charities around the world.
    • Since its inception, more than $42 billion has been given to public charities.

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