Manager, Charitable Consulting

Your Opportunity

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.

The role of the Charitable Consulting team is to create new and deepen existing DAFgiving360 relationships with targeted business partners and clients that result in new accounts, volume and sustainable revenue growth, by raising awareness through education and partnerships with advisors and donors. The Charitable Support Manager partners with multiple Charitable Consultants to effectively engage with advisors, donors, and partners to operate their businesses and meet goals and objectives. This involves effective communication both internally and externally and requires strong business acumen, problem-solving skills, analytical/technical capabilities, and a passion for service. The role will be based in Westlake, TX, and support advisor relationships in the East.

Premium Client Service Delivery:

• Client onboarding support and complex account set up.
• General inquiry response.
• Resolution oversight of account service-related issues or escalations by leveraging DAFgiving360 systems and ongoing interface with other business units.
• Providing high touch support and responsiveness for strategic relationships.
• Collaborating with internal and external business partners, such as the Complex Assets Group, Donor Services and Operations Teams, and Schwab Advisor Services for the best client service experience.
• Proactive problem solving, seeking efficiency and recommending solutions for scale in serving complex relationships.
• Over time, developing relationships with existing clients.
• Welcoming incoming handoffs and referrals to partners as needed and according to procedure.

Consulting Account Management and Support:

• Application of strategic organizational priorities and segmentation to identify target partners and clients for prioritized engagement and consulting activities.
• Meeting preparation and follow-up including agenda management, reporting, research and collateral distribution.
• Developing and maintaining business partnerships across Schwab Advisor Services by providing charitable-specific training, reports out on growth with regular cadence of outreach.
• Manage Salesforce CRM. Monitoring for integrity, entering non-sales related data, updates, generating reports.
• Remediation and exception request documentation, related outreach, and reporting.
• Additional account management functions and special projects as needed.

What you have

• College degree required
• 4+ years financial services experience required. Institutional client service, retail financial services preferred, or sales support roles preferred. Schwab experience also preferred.
• Basic understanding of complex account management and service as it relates to investments, philanthropic vehicles and estate planning.
• Strong client service skills with ability to anticipate and resolve problems with own initiative. 
• Excellent communication, organization and time-management skills. 
• Proficiency with PowerPoint, Excel and Word as well as CRM Systems.
• Ability to interact effectively within all levels of organization.
• Highly collaborative, team oriented.
• Entrepreneurial, self- starter and highly flexible. Able to executive flawlessly especially under pressure.
• Outgoing, relationship oriented. Willing and able to activate connections across the organization and with clients.
• The good judgment required to carefully accommodate urgent requests from highly valued relationships with complex needs.
• The ability to escalate or diffuse when needed.
• Passion for charitable giving and making a difference.