Sr Specialist, Donor Operations

Your Opportunity

DAFgiving360 is an independent public charity created to help increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund account.  A donor-advised fund account is a simple, efficient, tax-smart investment account designed specifically for charitable purposes that offers clients and advisors a simple and streamlined way to contribute, invest and grant effectively.  We are a leading national donor-advised fund provider—having granted out to over 183,000 charities and $17.7 Billion on behalf of our donors since inception.

At DAFgiving360, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world.  We make it easy to integrate charitable giving into clients’ financial planning and wealth management strategies.  We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors.  Through our uniquely integrated approach, access to online resources and our team of charitable specialists, we offer the tools, guidance, and relationships to help donors give more to the charities that matter most to them.

DAFgiving360 operates as an independent charity but is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures but will report to and be accountable to Schwab Charitable for day-to-day activities.

The Donor Operations group is responsible for providing exceptional ongoing account service to DAFgiving360 donors and their advisors via all communication channels. The team also plays a prominent role in business development, by responding to questions from prospects about donor advised funds and the services that we offer.  This position will report to the Senior Team Manager of Donor Operations.

Unleash your expertise: what you are good at

As a Donor Operations Senior Specialist, you will be responsible for supporting Donor Operations Managers and being part of a team of Donor Operations Senior Specialist and Specialists with a goal of creating outstanding experiences. 

Your responsibilities will include: 

• Support team development through peer partnerships to promote excellence in delivering initiative-taking, purpose-driven interactions with internal and external clients
• Support the team in delivering optimal business results with other team members of DO
• Support team development by promoting and reinforcing training activities
• Collaborate with the Senior Manager and Manager IC across locations to support change, drive consistency and share information, best practices, and other relevant topics
• Support a team environment that fosters engagement and an achievement-oriented culture
• Adapt proactively to the needs of the business by acting as a Subject Matter Expert and flexing assignments when needed
• Build a brand of leadership and influence across business segments and locations
• Passion for the donor experience and helping our clients achieve their philanthropic goals

What you have

Engage your talents: what you’ll have

• BA/BS degree or equivalent experience highly preferred
• Minimum of 5 years of employment experience (background in financial services or the non-profit sector highly desired)
• Demonstrated passion for service and philanthropy
• High level of ownership, emotional intelligence, and critical thinking that enable a Through Clients’ Eyes mindset when providing client service and problem resolution
• Must enjoy a detail-oriented position in a fast paced, continuously changing environment
• Ability to effectively discuss complex regulations, non-profit & financial services related. Owning operational details with advisors, donors, and charities with confidence
• Outstanding written and verbal communication skills
• Able to de-escalate and own donor and advisor concerns
• Be a SME or trainer to newer members on the team
• Thought partner with other senior members across the organization
• Focus to champion innovation and change by seeking out diverse perspectives to inform continuous improvement opportunities and/or innovative ways to improve
• Flexibility and willingness to work extended hours/overtime during the year-end peak season (November to February)
• Flexible to work within the Hours of Operation; Monday thru Friday, 8:00 AM - 6:00 PM CT.