ZipRecruiter

Log In

1

Executive Donor Advised Fund Jobs in Raleigh, NC

UNC HEALTH

CFO UNC Health Foundation

Chapel Hill, NC · On-site

The executive search firm Lindauer is assisting UNC Health with this important recruitment. Summary ... As part of the senior leadership team, advise the President of the Foundation on business matters ...

next page

Showing results 1-20

All JobsDonor Advised Fund JobsExecutive Donor Advised Fund JobsExecutive Donor Advised Fund Jobs in Raleigh, NC

Executive Donor Advised Fund information

See Raleigh, NC salary details

$29.2K

$62.7K

$99.6K

How much do executive donor advised fund jobs pay per year?

As of Aug 31, 2026, the average yearly pay for executive donor advised fund in Raleigh, NC is $62,656.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,600.00 and $72,900.00 per year, depending on experience, location, and employer.

What is the difference between Executive Donor Advised Fund vs Financial Advisor?

AspectExecutive Donor Advised FundFinancial Advisor
CredentialsTypically requires nonprofit or financial planning certificationsRequires CFP, CFA, or similar certifications
Work EnvironmentNonprofit or philanthropic organizations, financial institutionsFinancial firms, independent practice, banks
Employer & IndustryCharitable foundations, financial servicesFinancial planning, wealth management

While both roles involve financial expertise, an Executive Donor Advised Fund focuses on managing charitable giving through a fund structure, whereas a Financial Advisor provides personalized investment and financial planning services to clients. The former emphasizes philanthropy, the latter emphasizes wealth management.

What are popular job titles related to Executive Donor Advised Fund jobs in Raleigh, NC?

For Executive Donor Advised Fund jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Executive Donor Advised Fund jobs in Raleigh, NC look for?

The top searched job categories for Executive Donor Advised Fund jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Executive Donor Advised Fund jobs?

Cities near Raleigh, NC with the most Executive Donor Advised Fund job openings:

Executive Donor Advised Fund jobs near you
Infographic showing various Executive Donor Advised Fund job openings in Raleigh, NC as of August 2026, with employment types broken down into 85% Full Time, 11% Part Time, and 4% Contract. Highlights an 84% Physical, 5% Hybrid, and 11% Remote job distribution, with an average salary of $62,656 per year, or $30.1 per hour.

Director - Investment Oversight

Fidelity Investments

Durham, NC • On-site

Full-time

Re-posted 26 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 152 rated financial services

Job description


Director, Investment Oversight
Note: Fidelity is not providing immigration sponsorship for this position
The Role
In this role you will lead the Investment Oversight Team, ensuring that the assets of Fidelity Charitable, including individual securities, long-only funds, and an array of alternative investments, are invested in a prudent manner and in line with investment policies and guidelines. Further, maintaining adequate liquidity for grantmaking and other obligations is critical to our mission: to grow the American tradition of philanthropy by providing programs that make charitable giving accessible, simple, and effective.
This team provides subject matter expertise and is the primary point of contact for internal cross-functional business partners and for external advisors and donors seeking pertinent information regarding our investment program capabilities, guidelines, and policies.
You will lead, develop and guide a team of 2-3 associates to fulfill the following responsibilities:
  • Ensure effective and timely execution of oversight responsibilities.
  • Strengthen existing investment monitoring capabilities and analyses.
  • Prepare reports and research for Board of Trustees, senior management, and other key constituencies.
  • Foster strong, collaborative relationships with internal and external stakeholders.
  • Cultivate a sense of partnership and collaboration while supporting an inclusive and respectful work environment.
  • Mentor and develop team members to reach their full potential while adhering to Fidelity's leadership principles.

The Expertise and Skills You Bring
Required
  • Degree in Finance, Investments, Accounting, or a related field.
  • 10-12 years of experience developing guidelines and monitoring complex, multi-asset investment portfolios.
  • Experience conducting and evaluating performance measurement and attribution of active managed portfolios.
  • In-depth understanding of public equities, fixed income, international, and derivatives markets. Understanding of alternative investments and their role in a well-diversified portfolio.
  • Experience with the creation of investment reporting to senior leadership and boards.
  • Experience leading a team of successful associates, including mentoring and career development.
  • Solid understanding of performance measurement, attribution, and evaluation.
  • Outstanding decision-making and problem resolution skills in a complex, cross-function business environment.
  • Demonstrated relationship building and influencing capabilities.
  • Excellent written and oral communication skills.
  • Strong project-management skills; can think end-to-end about processes and workflows.
  • Experience re-engineering processes and maintaining detailed documentation.

Preferred
  • Advanced degree and/or certification, e.g., CFA/CAIA Charter (or progress toward)
  • Experience with proxy voting and class actions.
  • Experience with investment management systems such as Morningstar Direct. Bloomberg, BARRA, Aladdin, etc.

The Team
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.
Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Category:
Pembroke Real Estate
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply