Charles Schwab · 2 days ago
Senior Manager, Charitable Consulting
US-WA-Bellevue
Full-time
Onsite
Senior Level, Lead/Staff
$125K/yr - $185K/yr
10+ years expCharles Schwab is seeking a Senior Manager for Charitable Consulting at DAFgiving360, an independent nonprofit organization focused on increasing charitable giving in the U.S. The role involves managing relationships with advisors and high net worth clients, providing charitable planning education, and driving sustainable growth for the organization.
Financial Services
Responsibilities
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
Qualification
Required
10+ years of professional experience inclusive of people leadership
Strong communication skills and presentation skills required
A passion for serving the community and making a difference
Preferred
Postgraduate 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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
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