Your opportunity
Director, Charitable Consulting
DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $44 billion in grants to more than 280,000 charities.
DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.
Our opportunity:
Charitable Consulting is responsible for sustainable growth, relationship management, a premium client experience and providing timely, relevant charitable planning education to partners and clients. Reporting to the National Director of Charitable Consulting, this regional leader will source new opportunities for growth and manage advisor relationships with national firms and business partners by serving as a trusted resource in partnership with other business units and colleagues at Charles Schwab & Co.
What you are good
- Consultative client and colleague relations that influence and inspire trust.
- A confident presentation style that makes an impact or influences audiences—large and small—of various disciplines via several mediums and platforms.
- Listening to clients and extrapolating the detail that will help you assist them in finding the right solution, sometimes on short notice.
- Solving complex problems in collaboration with several other experts, internal and external.
- Providing constructive feedback internally that will fuel innovation, growth, and advocate for client priorities.
- Specialized national account planning that prioritizes for areas of greatest opportunity and drives intended key growth results.
- Annual initiative planning and implementation in alignment with organization-wide strategic objectives and priorities, pivoting when necessary.
- Partnering with marketing and complex assets teams to develop and deliver relevant content that is on message and in brand.
- Using good judgment and delegating when appropriate.
- Coaching/developing direct reports; leading with integrity and accountability.
- Collaboration, working as a team, celebrating shared results.
What you have
- 10+ years of professional experience including people leadership, post-graduate degree and/or industry designation preferred.
- 5+ years of financial services industry experience, especially with corporate or national RIAs or custodians.
- 3+ years managing people.
- Relationship management experience in the private wealth and/or investment management industries.
- Experience navigating “high stakes” transactions and serving multi-generational households or advisory firms that have complex, urgent needs, especially where there is competitive risk.
- Basic understanding of investments (publicly and non-publicly traded), common ultra-high net worth tax planning concerns and planned giving alternatives.
- Existing network of registered investment advisors, attorneys, CPAs, and family offices in the territory preferred.
- Strong communication skills and presentation skills.
- A passion for serving the community and making a difference.
- Travel requirement: 15%-20%
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
