Senior Manager, Charitable Consulting- Bay Area

Our Opportunity

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 are good at

• Consultative client and colleague relations that 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 our 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 advisors and other experts, internal and external

• Providing constructive feedback internally that will fuel innovation, growth, and advocate for client priorities.

• Cross-enterprise account planning that prioritizes for areas of greatest opportunity and drives intended key growth results.

• Annual account plan implementation in alignment with DAFgiving360 strategic objectives and priorities, pivoting when necessary.

• Partnering with marketing, charitable strategists, and Schwab Advisor Services to develop and deliver relevant content that is on message and in brand.

• Using good judgment and delegating when appropriate

• Collaboration, working as a team, 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

• 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.

• 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 required.

• A passion for serving the community and making a difference.

• Outline desired experience and qualities here.

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