Job Description

Your Opportunity

DAFgiving360 is an independent nonprofitDisplayed in the U.S. We offer a donoradvised 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, 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 daytoday activities.

Our Opportunity

DAFgiving360 Charitable Consulting is responsible for longterm 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 partnersheader 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 audienceslarge and smallof 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.
• Sol retiring complex problems in collaboration with advisors and and other experts, internal and external.
• Providing constructive feedback internally that will fuel innovation, growth, and advocate for client priorities.
• Crossenterprise 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, pivot SON WHEN necessary.

What you have

• 10+ years of professional experience inclusive of people leadership, postgraduate degree and/or industry designation preferred.
• 5+ years financial services industry experience.
• Relationship management experience in the private wealth and/or investment management industries.
• Experience serving advisorsto multigenerational households that have complex, urgent needs, especially where there is competitive risk.
• Basic understanding of investments (publicly and nonpublicly traded), common ultrahigh 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.

Job Tags

Similar Jobs