Director, Charitable Consulting - (Los Angeles, CA, San Francisco, CA, Seattle, WA)
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 more than $35 billion in grants to more than 255,000 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
Charitable Consulting is responsible for sustainable growth, relationship management, a premium client experience and providing timely, relevant charitable planning education to partners and clients. Reporting to the National Director of Charitable Consulting, this regional leader will source new opportunities for growth in the western U.S. and manage relationships with advisors, family offices and business partners by serving as a trusted resource in partnership with other business units and colleagues 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 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 several 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 initiative planning and implementation in alignment with organization-wide strategic objectives and priorities, pivoting when necessary.Partnering with marketing and complex assets teams to develop and deliver relevant content that is on message and in brand.Using good judgment and delegating when appropriate.Coaching/mentoring direct reports; leading with integrity.Collaboration, working as a team, celebrating 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 navigating “high stakes” transactions and serving multi-generational households or advisory firms 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.Location in Bay Area is a strong preference, expected travel 15-20%. For Seattle and LA markets, expected travel 30%+. Telecommute available if located in LA, San Francisco, or Seattle. Base Compensation: $175,000 - $225,000. Your compensation may be different. Talk with your Talent Advisor to learn more. In addition to the salary range ,this role is also eligible for bonus or other incentive opportunities. Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed Why work for us?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
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