Director, Charitable Consulting (PL)

Your Opportunity

Schwab remains committed to providing increased visibility to career growth opportunities and job requirements. This posting announcement is part of increased transparency and while all qualified applicants will be reviewed and considered, this organization has a preferred candidate identified for this role. 

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 Managing Director of Growth, this regional leader will
source new opportunities for growth and manage advisor relationships with east coast Wealth Services clients, target branches and other business partners by serving as a trusted resource in partnership with other business units and colleagues at Charles Schwab & Co.

What you are good at

• 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 details that will help you assist them in finding the right solution, sometimes on short notice.
• Solving or deescalating complex problems in collaboration with several other experts, internal and external.
• Providing constructive feedback internally that fuels innovation, growth, and advocate for client priorities.
• Specialized account planning that prioritizes 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 is on 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.
• Empowering others

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 within a retail financial services environment
  • 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.
  • Strong communication skills and presentation skills.
  • A passion for serving the community and making a difference