SVP, Head of Donor & Advisor Engagement

Responsibilities

• Strategic Leadership in the Donor and Advisor Communities
• Drive innovation in philanthropic engagement, ensuring Fidelity Philanthropic Services remains a trusted advisor and thought leader in the evolving donor landscape.
• Lead the development of differentiated donor experiences, integrating investment strategy, philanthropic education, and family office dynamics.
• Oversee private donor strategy and field advisor engagement initiatives across retail and institutional channels, including advisor acquisition inside desk based in Fidelity's Raleigh, NC and Westlake, TX sites.
• This SVP would be responsible for 4 teams: Private Donor Group, Regional Vice Presidents (PI), Charitable Planning Consultants (FI) and Advisor Acquisition inside sales desk (PI & FI).
• Executive Oversight and Vision
• Provide executive oversight to a team of VP and Director level philanthropic strategists, inside sales desk, charitable planning consultants and regional vice presidents ensuring alignment with organizational goals and donor expectations.
• Champion a culture of excellence, partnership, and continuous learning across the Client Engagement Group.
• Collaborate with team leaders to prioritize and execute business objectives across CEG organization.
• Donor and Advisor Engagement Strategy
• Oversee the design and execution of personalized, holistic donor strategies that address grantmaking, complex philanthropic goals, including impact investing, alternative assets, and multi-generational giving.
• Ensure the team delivers proactive, high-touch relationship management that deepens donor and advisor engagement and drives long-term loyalty.
• Act as a senior relationship lead to a select portfolio of strategic donor families and institutions.
• Sector Influence and Innovation
• Serve as a public-facing leader and spokesperson for Fidelity Philanthropic Services, representing the organization at national and global philanthropic forums.
• Lead initiatives that position Fidelity Philanthropic Services as a convener and catalyst in the philanthropic ecosystem, including donor learning communities, giving circles, and sector partnerships.
• Act as leading voice and advocate for the advisor community
• Advance innovation in areas such as cryptocurrency philanthropy, complex asset contributions, alternative investing and international granting.
• Strategic Partnerships and Growth
• Collaborate with fundraising, charitable planning, and Fidelity Private Wealth teams to identify and cultivate new UHNW donor opportunities and enable grantmaking.
• Build and strengthen strategic alliances with nonprofit organizations, philanthropic networks, and family office advisors.
• Contribute to business development efforts by integrating philanthropic strategy into the broader donor acquisition and retention pipeline.
• Incorporate new relationship management framework for key PDG and Perspectives donors.
• Organizational Impact
• Promote Fidelity Philanthropic Services' brand and leadership in the philanthropic sector and advisor community.
• Support innovation and growth across donor and advisor segments and strategic initiatives.
• Lead donor collaboration and cross-relationship management efforts with business unit leaders across Fidelity business units.
• Partner on the implementation and growth of the institutional Donor Advised Fund business line.
• Expertise You Bring:
• Bachelor's d

Benefits

Additional Information

Job Description: Reporting into Head of Client Engagement Group, this SVP role will strategically lead Fidelity Philanthropic Services' engagement with ultra-high-net-worth donors and advisors by developing innovative philanthropic strategies, deepening relationships, and driving charitable impact. This leader will span through donor strategy, advisor engagement and cross-channel coordination and oversee a team responsible for our largest donor relationships along with overseeing regional teams focused on field advisor engagement for Fidelity's internal BU channels Serve as a thought leader and advocate for philanthropy, positioning Fidelity as a trusted partner in achieving complex giving goals. Build and inspire high-performing teams while fostering strategic partnerships that expand donor engagement, advisor influence, and organizational growth.

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