Business Development Consultant

skillventory - A Leading Talent Research Firm

Charitable Planning Consultant engaging with advisors on Donor Advised Funds and philanthropic solutions. Building relationships to enhance charitable giving awareness in NY, NJ, and CT.

Posted 6/10/2026full-timeRemote • Connecticut, New Jersey, New York • 🇺🇸 United StatesMid-LevelSenior💰 $110,000 - $225,000 per yearWebsite

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

salesfundraisingfinancial servicesestate planningtax planningtrust managementcharitable fundraisingplanned givingrelationship managementterritory management

Soft Skills

interpersonal skillscommunication skillsnetworking skillspublic speakingorganizational skillstime managementcollaborationrelationship buildingefficiency improvementproductivity enhancement

Certifications & Qualifications

B.A. degreeB.S. degreeCFPCAP

Industry Keywords

Donor Advised Fundsphilanthropycharitable vehiclesPrivate EquityAlternative InvestmentsCorporate vehiclesNew YorkNew JerseyConnecticutfinancial intermediaries

About the role

Key responsibilities & impact

Engage with advisors to increase their knowledge of Donor Advised Funds and charitable vehicles
Build relationships with advisors and key partners in philanthropy
Collaborate with advisors of current and future donors
Grow the awareness and impact of charitable giving in New York, New Jersey and Connecticut
Introduce new lines of philanthropy, including Private Equity, Alternative Investments, Corporate vehicles, and others

Requirements

What you’ll need

Proven sales or fundraising track record
Interest/exposure to philanthropy, charitable fundraising and planned giving a plus
5 years Financial Service intermediary sales experience preferred (mutual funds, 401k, variable annuity wholesalers); estate/tax planning/trust experience a plus
B.A. or B.S. degree required, CFP and/or CAP preferred
Strong interpersonal, communication, and networking skills
Public speaking experience and skills
Solid time, territory management, and organizational skills to improve efficiency and productivity within region
Develop ongoing, productive relationships with key intermediaries and Fidelity distribution colleagues

Benefits

Comp & perks

comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career