MICHAEL WILSON
Regional Philanthropic Consultant
Boyd,TX
Summary
Dynamic business development professional with a proven ability to drive strategic initiatives in both independent and team environments. Consistently delivering top results, passionate about building strong relationships to foster success and committed to competitive excellence. Skilled in positive and influential communication, ensuring impactful interactions and client satisfaction.
Overview
17
17
years of professional experience
Work History
Regional Philanthropic Consultant
Fidelity Charitable
01.2023 - Current
- Building Fidelity Charitable brand awareness by positioning the donor-advised fund to financial, legal, tax, and philanthropic planning intermediaries (UHNW).
- Responsible for delivering consistent messaging in line with Fidelity Charitable's mission as the largest grantmaking organization.
- Comprehensive understanding of all philanthropic planning vehicles and industry trends, including the best assets to fund philanthropy.
- Providing strategic philanthropy and grantmaking education to top-tier MFOs, SFOs, donors, and financial advisors.
- Partner with cross-functional business units within the greater Fidelity Charitable and Fidelity Investments organizations. Strong relationship management with Investment and Program teams. Extensive knowledge in impact investing and alternative investments.
- Working with local nonprofits, foundations, investors, and corporations to provide strategic consulting as it relates to the DAF.
- Partaking in speaking engagements and events for financial planning experts, donors, and charitable institutions.
- Attending community-based events focused on philanthropy, including estate planning council meetings and planned giving meetings.
- Increasing net-new advisor and donor referrals from new and existing relationships.
- Industry expert in IRS rules for charitable giving and complex grantmaking.
Philanthropic Practice Consultant
Fidelity Charitable
3 2018 - 12.2022
- Developed relationships and increased assets under management through outbound phone-based sales, presentations, and occasional meetings with financial advisors and high net worth individuals.
- Increased brand awareness among the UHNW/HNW community, financial, legal, and tax planning intermediaries.
- Partnered with an external fundraiser to implement successful territory management in efforts to achieve annual goals.
- Established relationships with Fidelity Investment business unit partners to support current clients and generate new cross-channel opportunities. Assisted with training and development of new Charitable Planning Associates and Fundraising Associates.
- Assisted with training and development of new Charitable Planning Associates and Fundraising Associates.
Fundraising Associate
Fidelity Charitable
05.2017 - 03.2018
- Internal fundraising support for Fidelity Charitable Inside Fundraising desk to assist financial advisors and donors, as well as internal and external fundraisers.
Defined Contribution Associate
Fidelity Investments
03.2014 - 06.2017
- Utilized advanced relationship skills to manage high net worth investment only retirement plans and plan sponsor relationships.
Client Services Associate
Fidelity Investments
03.2012 - 03.2014
- Provided initial and escalated call resolution for financial advisors and back office personnel.
Corporal/Squad Leader
United States Marine Corps
08.2007 - 05.2013
- Excelled in executing large-scale operations critical to unit battle readiness in combat theater.
Education
Masters of Divinity - Systematic Theology
Southwestern Baptist Theological Seminary
Fort Worth, TX 05.2001 -
Skills
Sales & Distribution
Accomplishments
- 2023 Top New Account Producer Award
- 2022 Top Producing Territory Award
- 2021 Top Producing Territory Award
- 2017 Top Producing Territory Award
- 2016 FI TAP Graduate
Volunteer Experience
- Wise Choices Pregnancy Center - Development Committee
- Genesis Jiu-Jitsu Azle - Volunteer Coach
- First Baptist Church Boyd - Music Minister
- First Baptist Church of Justin - Student Leader
Timeline
Regional Philanthropic Consultant
Fidelity Charitable
01.2023 - Current
Fundraising Associate
Fidelity Charitable
05.2017 - 03.2018
Defined Contribution Associate
Fidelity Investments
03.2014 - 06.2017
Client Services Associate
Fidelity Investments
03.2012 - 03.2014
Corporal/Squad Leader
United States Marine Corps
08.2007 - 05.2013
Masters of Divinity - Systematic Theology
Southwestern Baptist Theological Seminary
05.2001 -
Philanthropic Practice Consultant
Fidelity Charitable
3 2018 - 12.2022
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