Senior Manager, Compliance
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will negotiate, draft and manage grant agreements while building strong relationships with nonprofit grant recipients, donors, advisors and internal stakeholders. You will ensure agreements align with business objectives, mitigate risk, and support ongoing compliance with federal and state regulations. You will identify and report gaps and issues related to risk and compliance programs and communicate findings to managers and team members.
Requirements
- Strong understanding of contract terminology, legal concepts and the nonprofit sector, specifically grantmaking
- Excellent communication skills
- Relationship building skills
- Experience working with ultra-high net worth advisors and family offices
- Strong analytical, organizational and problem-solving abilities
- Bachelor's degree with at least 5 years of relevant work experience
Responsibilities
- Negotiate, draft and manage grant agreements
- Build relationships with nonprofit grant recipients, donors, advisors and internal stakeholders
- Collaborate with Legal, Compliance and Fidelity Charitable teams to ensure agreement terms meet requirements
- Support compliance with federal and state regulations
- Promote best practices for operating a public charity with a donor-advised fund program and pooled income fund
- Identify and report gaps and issues in risk and compliance programs