Senior Manager, Charitable Consulting
Charles Schwaba day ago
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HybridFull-timeSenior
Summary
Charles Schwab is seeking a Senior Manager, Charitable Consulting to join their team in Bellevue, WA. The role involves managing relationships with advisors and high net worth clients to enhance charitable giving and provide relevant planning education.
About the Role
As a Senior Manager, Charitable Consulting, you will be responsible for long-term sustainable growth and relationship management within DAFgiving360. You will source new opportunities for growth, manage relationships with advisors and family offices, and provide timely charitable planning education. Your role will require consultative client relations, effective communication, and collaboration with various business units to drive key growth results.
About You
Required:
- 10+ years of professional experience including people leadership.
- 5+ years of financial services industry experience.
- Relationship management experience in private wealth and/or investment management.
Preferred:
- Postgraduate degree and/or industry designation.
- Experience serving advisors to multi-generational households with complex needs.
- Existing network of registered investment advisors, attorneys, CPAs, and family offices.
Benefits
- 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.
- Paid parental leave and family building benefits.
- Tuition reimbursement.
- Health, dental, and vision insurance.
Charles Schwab
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
Bellevue, WA