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<p>Fidelity TalentSource is your destination for discovering your next temporary role at Fidelity Investments! We are currently sourcing for a Charitable Planning Associate to work in Westlake, TX.</p> <p>The hourly pay rate for this position is $22 per hour.</p> <p>Are you a hardworking and self-motivated person who would thrive in a collaborative and fast paced environment? If so, come build your career with us!</p> <p>Fidelity Charitable is a collaborative, competitive, dynamic, and exciting environment. In this role you will have an opportunity to gain exposure to the various facets of the financial services and philanthropic industries.</p> <h3><strong>The Team</strong></h3> <p>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 provides all the charitable organization’s employees and supports all its functions: Program Development, Marketing, Service Delivery, Relationship Management, Finance, Technology, Risk and Compliance, and Fundraising.</p> <p>The Charitable Planning Associate (CPA) is an inbound, phone-based role acting as a sales development role into the Fidelity Charitable Fundraising and Distribution team. This role will uncover new opportunities with financial advisors and prospective donors looking for charitable planning assistance. You will cultivate and qualify these opportunities by providing valuable insights and helping them achieve their charitable goals by utilizing our Donor Advised Fund. In addition to generating leads from inbound calls, you will also be responsible for executing strategic initiatives by making outbound calls to qualify leads delivered by our Marketing team. You will collaborate with various business partners including Marketing, Service Delivery, Program, and Implementations to deliver best in class outcomes for our advisors and donors.</p> <h3><strong>The Expertise You Have</strong></h3> <ul> <li>Bachelor’s degree </li><li>Passion for the financial and philanthropic industries </li><li>Proven experience working within the financial industry and/or service related industry. </li><li>A dynamic personality with a high level of passion and motivation for career advancement </li><li>Fundraising, sales, business development or relationship management experience is beneficial. </li><li>Industry designations or additional education are also a plus. </li></ul> <h3><strong>The Skills You Bring</strong></h3> <ul> <li>You have excellent interpersonal and communication skills that translate into a positive advisor and donor experiences. </li><li>You have a passion for establishing relationships and providing high levels of support. </li><li>You are committed to constant self-improvement and exhibit a competitive drive. </li><li>You thrive in fast paced and collaborative environment. </li><li>You are extremely resourceful, organized, and ability to prioritize multiple priorities. </li><li>You have a high aptitude to learn new things quickly and adapt to new situations. </li><li>Your effective listening, communication, and presentation skills </li></ul> <h3><strong>The Value You Deliver</strong></h3> <ul> <li>Qualify inbound leads via the phone as the initial contact for financial advisors and donors exploring a relationship with Fidelity Charitable </li><li>Consult with prospects about using our Donor Advised Fund to achieve their philanthropic goals. </li><li>Understand and effectively communicate our value proposition to advisors and prospective donors. </li><li>Develop an understanding of the advisor’s business or donors’ goals through profiling and determine if the Donor Advised Fund can help them achieve their goals. </li><li>Partner with Marketing on lead flow and campaign alignment </li><li>Function as a utility player for the Fundraising and Distributions team by providing interim territory coverage when capacity issues exist. </li></ul>

Fidelity TalentSource

Charitable Planning Associate

Associate Dean for Academic AffairsUIW MissionPosition SummaryThe Associate Dean for Academic Affairs is responsible for the overall administration of the academic programs of the University of Incarnate Word Rosenberg School of Optometry (RSO). This position provides leadership and strategic oversight of academic policies, drives curriculum design, and assesses its outcomes to ensure they are aligned with institutional goals. The Associate Dean for Academic Affairs reports to the Dean, Rosenberg School of Optometry.Essential FunctionsJob DutiesKnowledge Skills and Abilities• Strong knowledge of optometry curriculum, accreditation standards, and clinical training requirements.• Familiarity with institutional policies, academic governance, and compliance with regulations.• Strong knowledge of research methodologies and trends in optometric science.• Proficiency in ability to develop and execute long-term academic strategies• Proficiency in MS Outlook, Word, Excel, or similar systems.• Strong communication skills, verbal, written, and interpersonal.• Excellent ability to effectively manage multiple priorities in a deadline-driven environment.• Strong budget management skills.• Ability to work effectively with individuals from diverse communities and cultures.• Employee shall adhere to all applicable rules and regulations of the University, the Conference, and the NCAA.Required EducationDoctor of Optometry (OD) degree.Required Work Experience• Ten (10) years of relevant experience to include post-graduation experience or in an administrative position in a School or College of Optometry.• Five (5) years of supervisory experience.Preferred Qualifications• Teaching experience in a School or College of Optometry.• Clinical training experience.• Experience in designing, implementing, and assessing academic programs and curricula to align with and meet accreditation standards.Required Certifications, Licenses or RegistrationsMust be eligible for licensure as an Optometrist in the State of Texas and obtain this license within 6 months of assuming the position.Work HoursMonday through Friday, sometime evenings or weekends depending on school responsibilities.Physical Demands• Ability to actively engage in events for extended periods of time.• Ability to regularly move about campus and event venues to actively engage faculty, staff, and potential/current students, as well as attend meetings on and off campus.Posting Number: CA076POJob Type: Full TimeJob Category: Contract AdministratorDesired Start Date: 06/01/2025Position End Date (if temporary):Reports To: Dean, Rosenberg School of OptometrySalary: Commensurate with experience.Open Date: 05/19/2025Close Date:Open Until Filled: YesSpecial Instructions to ApplicantTo apply, visit <a href="https://apptrkr.com/6183815UIW" target="_blank">https://apptrkr.com/6183815UIW</a> is committed to a policy of equal opportunity in employment, without regard to race, color, sex, sexual orientation, citizenship status, national origin, age, marital status, disability, genetic information, gender identity or expression, veteran status, pregnancy, and religion (except in limited circumstances when religious preference is both permitted by law and deemed appropriate as a matter of University policy).jeid-c4ef37ec4571c149ae3c2f1d47d79448

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