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Philanthropic Solutions Account Manager at Fidelity - ApplyBlast

Philanthropic Solutions Account Manager

Fidelity

1 month ago

4.4 on Glassdoor

Westlake, Texas, United States

Onsite

Full Time

Manager

0 applicants

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About this role

The Philanthropic Solutions Account Manager provides superior service and drives ideal solutions for ultra-high net worth donors and their advisors at Fidelity Charitable. This role serves as the primary point of contact for donor-advised fund accounts, managing complex transactions, resolving sensitive issues, and ensuring a high-quality client experience. The position requires proactive engagement, operational oversight, and collaboration with internal teams to support sophisticated philanthropic goals.

Responsibilities

Manage ultra-high net worth donor-advised fund accounts and resolve complex client issues
Coordinate transactional activity across business units to ensure accurate processing
Consult with donors and advisors on philanthropic goals and cross-product dependencies

Skills

About Fidelity

fidelity.com

Headquarters

Boston, Massachusetts, United States

Company Size

10001+ employees

Founded

1946

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Fidelity Investments is a leading financial services company that specializes in helping individuals and businesses achieve their financial goals through a wide range of products and services. These offerings include brokerage, retirement planning, investment management, and wealth management, as well as tools for saving and spending efficiently. With a focus on customer support and financial guidance, Fidelity aims to empower its clients to make informed financial decisions to secure their futures. The company is known for its robust online trading platforms and comprehensive financial planning resources.