
Posted 3 days ago
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**Senior Manager, Compliance** oversees Fidelity Charitable's grant agreements, ensuring alignment with business objectives and compliance with regulations. Responsibilities include building relationships with nonprofits, donors, and internal stakeholders, risk mitigation, and promoting best practices. Key skills required are understanding of contract terminology, legal concepts, and nonprofit sector, exceptional communication abilities, and collaborative mindset. Bachelor's degree (or equivalent) with 5+ years of relevant work experience is essential. The role reports to Vice President, Compliance Consulting and offers opportunities for strategic partnerships and organizational growth. This is an on-site position.
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Full Job Description
Fidelity will not provide immigration sponsorship for this position.
Job Description:
The Role
The Senior Manager, Compliance ('Senior Manager') position within the compliance oversight function that supports Fidelity Charitable Perspectives program and is fully integrated into business operations. The Senior Manager in this role reports to the Vice President, Compliance Consulting.
The Senior Manager is an individual contributor primarily responsible for negotiating, drafting and managing grant agreements while building strong relationships with nonprofit grant recipients, donors and advisors, and internal stakeholders. This role ensures that grant agreements align with Fidelity Charitables business objectives, mitigates risk and supports organizational growth. A successful candidate will serve as a trusted advisor, balancing programmatic, operational and compliance requirements while fostering long-term strategic partnerships.
The Senior Manager is also responsible for supporting Fidelity Charitables ongoing compliance with all applicable federal and state regulations and promoting best practices for the operation of a public charity with a donoradvised fund program and a pooled income fund. This role involves accurate identification and reporting of gaps/issues related to risk and compliance programs and communicates findings to managers and team members.
The Expertise and Skills You Bring
- Strong understanding of contracts terminology, legal concepts and the nonprofit sector, specifically grantmaking.
- Collaborate with Legal, Compliance, and Fidelity Charitable teams to ensure agreement terms meet organizational requirements.
- Excellent communications skills, the ability to provide detailed and accurate communication across the business in a variety of mediums.
- Collaborative and relationship building skills to partner, build trust to influence internal and external stakeholders.
- Experience working with ultra-high net worth advisors and family offices.
- Strong analytical, organizational and problem-solving abilities.
- Bachelors degree required with at least 5 years of relevant work experience.
The Team
The Fidelity Charitable Gift Fund (Fidelity Charitable) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits and increased charitable impact of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity. Fidelity Investments, through Fidelity Philanthropic Services, provides all of the charitable organizations employees and supports all of its functions: Program Development, Marketing, Service Delivery, Change Management, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.
Fidelitys 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 Fidelitys 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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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.
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