Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Talented professional with 25 years of experience in motivating and influencing clients, colleagues, and community. Team-oriented with excellent communication, planning, abilities that are people- and results-oriented. Collaborates effectively to achieve objectives that support and advance the needs of the organization.

Core Qualifications
  • Influencing
  • Motivating
  • Relationship Building
  • Communications
  • Talent Management/Mentoring
  • Organizational Skills
  • Project Management
  • Special events
03/2016 to Current
Director Perficient New York, NY,
  • Engage, cultivate, solicit, and steward alumni donors and prospects to fundraise and advance organization's mission
  • Develop and implement planned giving marketing campaign targeting donors and prospects
  • Liaise with several of BLSA's cultural affinity groups and reunion classes
  • Coordinate with school leadership to organize engagement opportunities with current and prospective donors.
  • Plan and organize special events to engage current and prospective donors, solicit individual sponsorships, and attend events to develop a network of professional donors
  • Assist leadership with onboarding of development staff
  • Helped raise $54M for school's comprehensive campaign to support an array of program initiatives at Boston Latin School; retained over 80% of donor portfolio with increased year-over-year giving by 17%.
2014 to 2015
Director, Sales Training and Development Fidelity Investments City, STATE,
  • Selected for the role after 10 years of repeated successes in sales leadership, client relationship management, and training of investment professionals.
  • Quickly redesigned training plans for internal client needs, keeping timelines, budgets and customization in mind.
  • Formalized the summer college internship program by collaborating cross-functionally across departments and providing interns with practical business training, sales and presentation skills
  • Actively participated in firm's community activities: Financial Literacy Program, Fidelity Cares, and ASPIRE Employee Resource Affinity Group.
  • Onboarding program accelerated ramp-up time and reduced associates' time out of office; College Intern Program produced a highly-motivated candidate pool; 30% of interns were offered full-time roles with the business unit
2004 to 2014
Vice President, Wholesaler Fidelity Investments City, STATE,
  • Lead sales contact responsible for deepening relationships and increase sales and market share in an underdeveloped territory through sales of mutual funds, insurance, and retirement products to financial advisors
  • Collaborated with internal business partners (Key Accounts, 401K, Capital Markets) and external partners (branch managers, regional managers, and other centers of influence) to deliver suitable client-based investment solutions
  • Developed strategic partnerships with and supported branch managers, regional managers, and other centers of influence in sales activities.
  • Hosted quarterly investment symposiums featuring speakers from the Capital Markets Strategy Group, ensuring direct lines of communication from investment managers to advisors, increasing their confidence in the firm, and driving subsequent product sales
  • Met quarterly with core clients to review current services and uncover additional product sales opportunities.
  • Territory asset growth of $9 million to $265 million over 10 years and re-established positive brand image for the firm during the most volatile period in recent investment history. Increased number of $1 million producing clients (year-over-year) from 15 to 45.
1999 to 2004
Product Specialist/Sr. Internal Wholesaler/Inbound Sales Representative Fidelity Investments City, STATE,
  • Presented at regional conferences and customer locations to demonstrate product offerings and propose strategic solutions for college planning and retirement needs.
  • Educated and supported internal sales representatives and financial advisors in marketing and promotion of college savings programs and retirement investment products.
  • Promoted to Senior Wholesaler to co-manage territory of 300+ financial advisors in the south/southeast US
  • Developed strategic relationships utilized third-party data to analyze sales opportunities
  • Increased sales to attain the#1 market share of the Fidelity Advisor 529 College Savings Plan in California from 2003 - 2014.
  • Consistently exceeded targeted sales goals by 20%.
Expected in 02/2021
Certified Education Foundation Leader:: School Foundations
National University - San Diego, CA,

Acquired specific skills and knowledge required to lead and manage an education foundation of any size. Currently the first and only holder of this certification in New England

Expected in 06/2017
Graduate Certificate: Organizational Behavior
Harvard Extension School/Harvard University - Cambridge, MA

GPA: 3.4. Studied human behavior in a variety of organizations through communication, motivation, group dynamics, leadership, power, performance management, technology, and organizational design and development. Built a foundation in interpersonal effectiveness, organizational conflict resolution, talent recruitment, training, labor relations, and legal issues. Acquired knowledge in focused topic areas, such as change management, self-and-team management, and leadership communication.

Professional Affiliations

Women in Development of Greater Boston

New Repertory Theater, Watertown, MA

Association of Fundraising Professionals, Boston MA

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School Attended

  • National University
  • Harvard Extension School/Harvard University

Job Titles Held:

  • Director
  • Director, Sales Training and Development
  • Vice President, Wholesaler
  • Product Specialist/Sr. Internal Wholesaler/Inbound Sales Representative


  • Certified Education Foundation Leader:
  • Graduate Certificate

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