Strategic Lead, Estate & Legacy Giving Programs
fidelity investmentsDurham, NC
Strategic Lead, Estate & Legacy Giving Programs
fidelity investmentsDurham, NCManager L7
Trusts, Estates, and Agency AccountsTrust, Fiduciary, and Custody ActivitiesCivic and Social Organizations
APPLY NOWFidelity Charitable is seeking a Senior Manager of Estate Desk and Philanthropy to lead strategy, development, and evolution of estate and legacy giving programs. You will partner closely with Compliance and Operations to build a sustainable operating model and expand donor experiences across the estate and succession process.
This role balances strategic leadership with day-to-day execution in a highly matrixed organization, working with Fidelity Charitable teams and external partners to grow
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Level
Manager L7
Location
Durham, NC
Occupation
Social and Community Service Managers
Industry
Trusts, Estates, and Agency Accounts
Posted
yesterday