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Accomplished relationship management, distribution, product strategy, and strategic marketing leader. Extensive experience supporting philanthropy strategies for wealth advisory, accounting, law, and private capital firms and their clients. Experience in non-profit board leadership as well as domestic and international financial services businesses serving intermediary, institutional, and high net worth clients. Charitable planning is a critical part of any professional advisor’s practice. Fidelity Charitable has distributed over $61B in grants to 357,000 non-profit organizations over the past 30 years. Email or call me to discuss how we can help bring charitable solutions to your clients and differentiate your firm. Overview of Experience> Demonstrated success building productive institutional relationships and expanding awareness of philanthropy / charitable planning strategies.> 13 years experience leading non-profit organizations to support women’s empowerment and financial literacy in sub-Saharan Africa. > Launched offshore mutual funds and VA, distributed through global broker dealers and private banks. Developed marketing materials and sales support strategies.> Led consulting projects for executive clients at major financial services institutions including strategy development, operational improvement, and balanced scorecards.Specialties: Philanthropy Strategy |Charitable Planning |Alternative / Non-publicly Traded Assets (Venture Capital, Private Equity, Hedge Funds) Financial / Wealth Planning |Practice Management |Distribution and Relationship Management |Client Experience Enhancement |Non-Profit leadership |Financial inclusion / literacy |Women’s Empowerment |Microfinance |Business Strategy and Marketing |Contact: steven.mark@fmr.com
Fidelity Charitable®
View- Website:
- fidelitycharitable.org
- Employees:
- 480
- Company email:
- Johrenk7@gmail.com
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RetiredFidelity Charitable®Boston, Ma, Us
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Board Chair, Microloan Foundation Usa | Head Of Strategic Accounts, Fidelity Charitable (Emeritus) | Financial Inclusion | Gender Lens Investing | Digital FinanceFidelity Charitable®Greater Boston
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Head Of Strategic Account Relationship Management - Fidelity CharitableFidelity Investments Jul 2014 - PresentBoston, Ma, UsLead a team of experienced RMs to help wealth advisory firms and advisors grow their business by effectively integrating philanthropy into client relationships. The Strategic Accounts team drives efforts for the Fidelity Charitable Gift Fund, the first National Donor Advised Fund in the US: - Build new distribution channels and strategic relationships - Manage relationships with major Broker Dealers, Family Offices, Banks, Wealth Management firms, RIAs, and National Accounting firms - Develop relationships with Private Equity, Venture Capital, and other Corporate clients - Provide Practice Management / educational consulting to enable advisors to better help clients with their philanthropic planning needsFidelity Charitable, an independent public charity, established the country's first national donor-advised fund program in 1991. Our mission is to further the American tradition of philanthropy by making giving simple and effective. Fidelity Charitable supports the financial advisor community by providing guidance and resources that enable clients to achieve their philanthropic goals.Since 1991, Fidelity Charitable has worked with over 300,000 donors and their advisors to grant over $60B to more than 325,000 nonprofit organizations across the United States. -
Vp, Wealth Management ProductFidelity Investments 2012 - Jul 2014Boston, Ma, UsLeading Private Wealth Management Product team. Developing Wealth Management / Wealth Planning offer for HNW clients.
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Consultant - Fidelity Charitable And Workplace Managed AccountsFidelity Investments 2012 - 2012Boston, Ma, UsLed strategic and operational consulting engagements for multiple Fidelity business units. > Conducting operational review of managed account product embedded in 401(k) and 403(b) retirement plans.> Designing refined sales and service model for Donor Advised Fund to support business growth and enhance client interactions for Advisor-distributed product line.
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Chairman - Board Of DirectorsMicroloan Foundation Usa 2011 - PresentChestnut Hill, Massachusetts, UsProvide strategic direction and leadership to financial literacy / microlending organization providing services to women entrepreneurs facing poverty in Malawi, Zambia, and Zimbabwe. MicroLoan Foundation has supported over 400,000 women since its founding in 2002, and along with their 4-5 dependents, has helped more than 2 million people who are underserved by the traditional financial sector.www.microloanfoundationusa.org -
PrincipalSrm Associates 2010 - 2012Developed business growth strategies, and distribution / marketing plans for executive clients, focused on increasing assets under management and distribution opportunities. Help clients achieve operational excellence in key business processes. -
Head Of Strategy And Business Execution, Wealth Management GroupTiaa-Cref 2004 - 2010New York, Ny, UsLed efforts to build and launch wealth management / financial planning business for one of the country's largest retirement plan providers.VP, Enterprise IntegrationDesigned and initiated program to improve scalability of a $400B+ asset management / insurance company by enhancing the client and employee experience, utilizing Lean Six Sigma methodologies. Launched cross-company initiative to improve IRA product line results by improving the advisor-supported and on-line client experience, sales process, and operations support, with expected 10-year impact of billions of dollars in incremental IRA inflows. -
Vice President, Channel Manager, Advisor Sales GroupFidelity Investments 1996 - 2002Boston, Ma, UsFidelity Investments Institutional Services, Inc - FIIS is the intermediary/adviser distribution arm of Fidelity Investments.Selected to lead asset growth efforts across channels covering broker dealers, insurance companies, and banks with over $65B in Fidelity assets. Led development of key account plans, channel strategies, marketing tactics, and product strategy. Managed team of key account and marketing professionals; co-managed $7.5M budget.> Generated over $500 million in new assets and secured fund placement in more than 30 fee-based programs by crafting program to build institutional relationships with analysts and gatekeepers. > Structured top producer programs to gain market share with key investment professionals. Gross sales with targeted clients achieved levels of 200% versus those not targeted in the program.
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Vp, Offshore Funds Market ManagementFidelity Investments Institutional Services Co./Offshore Group 1999 - 2001Expanded offshore product line, launching new funds and leading entry into offshore variable annuity market; led worldwide Offshore Fund launches and contract negotiations with major global financial institutions.
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Manager, Financial Services ConsultingCoopers & Lybrand Consulting, Boston, Ma 1993 - 1996Marketed and delivered consulting services to senior executives at domestic and international financial institutions.> Developed targeted strategies for the Latin American business units of a US-based international bank. Evaluated markets for mutual funds, credit card, residential mortgage lending, and global custody businesses.> Managed strategic projects for domestic and international banking clients, including distribution, fee income enhancement and process improvement strategies, driving significant improvements to ROA.> Co-authored financial services industry research, including "Tomorrow's Leading Retail Bank."> Led teams of consultants in Latin America and Eastern Europe developing privatization strategies and techniques to restructure and divest state-owned enterprises in a variety of industrial sectors.
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Loan Officer, Mortgage Originator, Senior UnderwriterMortgage Lending Industry Experience 1983 - 1993> Developed institutional relationships with federal lending agencies (Fannie Mae, Freddie Mac, FHA/VA), real estate developers, and realtors to grow mortgage loan portfolios and increase fee income.> Reviewed mortgage applications and made lending approval / decline decisions.> Plymouth Mortgage Company, Foxborough, MA; NorthEastern Mortgage Company, Boston, MA; BayBanks Mortgage Corp, Dedham, MA
Steve Mark, Cfa, Cap® Skills
Steve Mark, Cfa, Cap® Education Details
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Boston UniversityFinance / International -
Tufts UniversityMicrofinance (Independent Coursework)
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Union CollegeEconomics
Frequently Asked Questions about Steve Mark, Cfa, Cap®
What company does Steve Mark, Cfa, Cap® work for?
Steve Mark, Cfa, Cap® works for Fidelity Charitable®
What is Steve Mark, Cfa, Cap®'s role at the current company?
Steve Mark, Cfa, Cap®'s current role is Retired.
What is Steve Mark, Cfa, Cap®'s email address?
Steve Mark, Cfa, Cap®'s email address is st****@****rcn.com
What is Steve Mark, Cfa, Cap®'s direct phone number?
Steve Mark, Cfa, Cap®'s direct phone number is (800) 343*****
What schools did Steve Mark, Cfa, Cap® attend?
Steve Mark, Cfa, Cap® attended Boston University, Tufts University, Union College.
What are some of Steve Mark, Cfa, Cap®'s interests?
Steve Mark, Cfa, Cap® has interest in Children.
What skills is Steve Mark, Cfa, Cap® known for?
Steve Mark, Cfa, Cap® has skills like Financial Services, Mutual Funds, Investments, Wealth Management, Portfolio Management, Strategy, Business Strategy, Financial Modeling, Asset Managment, Strategic Planning, Asset Management, Executive Management.
Who are Steve Mark, Cfa, Cap®'s colleagues?
Steve Mark, Cfa, Cap®'s colleagues are George "zeke" James, Maegan Goss, Eric Ciarkowski, Stephanie Quinlan, Tess Parker, Josh Fernandez, Desiree Rivera.
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