Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
The Director leads the administration and oversight of estate gifts and serves as subject matter expert on estate gift compliance for Fidelity Charitable. The position partners closely with a cross-functional team to support gift and asset acceptance, due diligence and administration for estate gifts. The Director will engage with internal stakeholders, outside counsel, financial advisors, to ensure gifts are structured, documented, and managed effectively.
The Expertise We’re Looking For
- Bachelor’s degree in a business-related or technical discipline, Juris Doctor preferred
- 8 plus years of trust administration, planned giving or gift administration experience
- A strong understanding of the nonprofit sector and donor-advised funds
- Ability to interface and build working relationships with a variety of internal and external stakeholders including trusts and estates attorneys and financial advisors as needed.
- Strong project management skills, with the ability to lead meetings and influence outcomes without formal authority
- Analytical mindset with a focus on continuous improvement
- Exceptional organizational, planning, and time management skills
- Strong written and oral communication, and presentation skills, with the ability to clearly explain and address complex issues and present effective solutions to diverse stakeholders.
The Purpose of Your Role and the Value You Deliver. The Director partners with business teams to develop a robust estate gift due diligence and administrative program. The Director will also provide guidance on complex charitable giving, leading and supporting initiative to create or enhance processes, strengthen controls and mitigate risk, while ensuring ongoing compliance with applicable policies and regulations. You will also help promote best practices aligned with the operation of a public charity and donor-advised fund program.
How Your Work Impacts the Organization
Provide administrative oversight for all estate administration activities including trust and estate files, probate and legal actions. Interfaces with attorneys, executors and personal representatives to effectively administer estate gifts in a timely manner.
- Partners with business teams to advise on planned gifts, including wills, trusts, retirements accounts and split interest gifts.
- Identify and implement process improvements—particularly related to estate gift intake, diligence, administration, and oversight—through scalable, risk-informed solutions
- Translate complex regulatory requirements into clear, actionable guidance for business partners
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
CompliancePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
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All fields are required. Candidates should limit the number of roles they apply to at any given time.
Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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.
Equal opportunity employer
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.
Applicant screening
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.