Charles Schwab · 1 week ago
Senior Manager, Charitable Consulting
Bellevue, WA
Full-time
Hybrid
Senior Level, Lead/Staff
10+ years expCharles Schwab is partnering with DAFgiving360, a nonprofit organization aimed at increasing charitable giving in the U.S. The Senior Manager, Charitable Consulting will focus on long-term growth and relationship management by providing education and resources to high net worth clients and advisors.
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
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
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
Existing network of registered investment advisors, attorneys, CPAs, and family offices in the territory preferred
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 for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
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
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Jim McGreevy
Senior Project Manager
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