Sr. Manager, Charitable Consulting

Company: Charles Schwab Corporation
Location: New York
Posted on: March 29, 2025

Job Description:

Your OpportunityAt Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.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 more than $35 billion in grants to more than 255,000 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.DAFgiving360 Charitable Consulting is responsible for long-term sustainable growth, relationship management, a premium client experience and providing timely, relevant charitable planning education to partners, advisors, and high net worth clients. Reporting to the Director of Charitable Consulting, this role will source new opportunities for growth and manage relationships with advisors, family offices, and their clients by serving as a trusted resource in partnership with other business units at DAFgiving360 and business partners at Charles Schwab & Co.What you haveRequired Qualifications

• 10+ years of professional experience including people leadership, post-graduate degree and/or industry designation
• 5+ years of financial services industry experience
• Relationship management experience in the private wealth and/or investment management industries
• Experience serving advisors to multi-generational households that have complex, urgent needs, especially where there is competitive risk
• Ability to travel up to 50% of the time to New York, Boston, and/or PhiladelphiaPreferred Qualifications
  • 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 differenceIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.
    #J-18808-Ljbffr

Keywords: Charles Schwab Corporation, New York , Sr. Manager, Charitable Consulting, Executive , New York, New York