To excel at Fidelity Charitable, you generally need expertise in philanthropy, donor relations, and financial management, often supported by a bachelor’s degree in business, finance, or a related field. Familiarity with donor-advised fund platforms, CRM systems like Salesforce, and regulatory compliance tools is important. Strong communication, relationship-building abilities, and teamwork are essential soft skills for engaging donors and collaborating with internal teams. These skills are crucial to effectively support charitable giving while ensuring legal compliance and excellent service.