Job Details

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.

Our Opportunity

DAFgiving360 Charitable Consulting is responsible for long-term sustainable growth, relationship management, a premium client experience and providing timely, relevant charitable planning education to partners, advisors, and high net worth clients. Reporting to the Director of Charitable Consulting, this role will source new opportunities for growth and manage relationships with advisors, family offices, and their clients by serving as a trusted resource in partnership with other business units at DAFgiving360 and business partners at Charles Schwab & Co.

What you are good at

• 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.
• Partnering with marketing, charitable strategists, and Schwab Advisor Services to develop and deliver relevant content that is on message and in brand.
• Using good judgment and delegating when appropriate
• Collaboration, working as a team, shared results.

What you have

• 10+ years of professional experience including people leadership, post-graduate 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.
• Strong communication skills and presentation skills required.
• A passion for serving the community and making a difference.