Analyst for prospecting (BDR) to join Sittax's commercial team. Responsible for mapping new leads and conducting initial conversations with clients.
SF
Hybrid Vice President, New Business Development
Posted 3 months ago
About the role
- Vice President of New Business Development focused on expanding Fidelity Charitable’s donor-advised fund platform with institutional clients. Building partnerships and driving revenue growth in the wealth management sector.
Responsibilities
- expand its donor-advised fund platform with institutional Registered Investment Advisors (RIAs), Broker-Dealers (BDs) and Multi-Family Offices (MFOs)
- drive revenue growth by building institutional partnerships
- Identify, develop, and close new institutional partnerships with RIAs, broker-dealers, multi-family offices and custodians seeking a white label donor-advised fund program
- Develop and execute a business development strategy to meet or exceed growth targets for white label DAF assets and accounts
- Lead contract negotiations, pricing, and implementation in collaboration with legal, service, program, operations and relationship management teams
- Cultivate senior-level relationships with key decision-makers (CEOs, COOs, product heads, national sales and wealth management leaders) within target firms
- Represent Fidelity Charitable’s capabilities and thought leadership at industry conferences, panels, and networking events
Requirements
- 10+ years in institutional business development, strategic partnerships, or sales within the wealth management, asset management, or fintech sectors
- Strong familiarity with donor-advised funds, charitable giving vehicles, and financial intermediary platforms (RIA, broker-dealer, multi-family offices and custodian networks)
- Bachelor’s degree or equivalent experience required; MBA or CFP/Charitable Planning credential preferred
Benefits
- 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
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