Full Job Description
Schwab Charitable is an independent public charity created to increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund (DAF) account. A donor-advised fund account is a simple, flexible, tax-smart investment account designed specifically for charitable purposes that offers clients and advisors a simple and streamlined way to contribute, invest and grant effectively. We are a leading national donor-advised fund provider—having granted out to over 110,000 charities nationwide since inception on behalf of our donors.
At Schwab Charitable, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients’ financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and our team of charitable specialists, we offer the tools, guidance and relationships to help donors give more to the charities that matter most to them.
Schwab Charitable was founded by Charles Schwab & Co. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures but will report to and be accountable to Schwab Charitable for day-to-day
What you are good at
Schwab Charitable’s Business Development team is responsible for long-term sustainable growth, relationship management, a premium client experience and providing timely, relevant charitable planning education to partners and clients. Reporting to the Managing Director of Business Development, this leader will source new opportunities for growth and manage relationships with donors, wealth managers, and non-profit organizations by serving as a trusted resource in partnership with other business units at Charitable and colleagues at Charles Schwab & Co.
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 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 Schwab Charitable 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, 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
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. Explore further.
Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at firstname.lastname@example.org or call 800-275-1281.
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.