Strategic Estate Gifts Compliance Director
fidelity investmentsDurham, NC
Strategic Estate Gifts Compliance Director
fidelity investmentsDurham, NCManager L7
Trust, Fiduciary, and Custody ActivitiesTrusts, Estates, and Agency AccountsOther Grantmaking and Giving Services
APPLY NOWFidelity Investments seeks a Director to lead estate gift administration and ensure compliance for Fidelity Charitable. The role partners with cross-functional teams to support gift intake, due diligence, and administration, engaging with attorneys and financial advisors to structure and document gifts effectively. The ideal candidate has 8+ years in trust or gift administration, a strong nonprofit sector understanding, and exceptional communication and organizational skills to drive continuous
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Level
Manager L7
Location
Durham, NC
Occupation
Compliance Managers
Industry
Trust, Fiduciary, and Custody Activities
Posted
2 days ago