Sr. Manager – Charitable Consulting
| Company | Charles Schwab |
|---|---|
| Location | Boston, MA, USA, Philadelphia, PA, USA, New York, NY, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s, Master’s |
| Experience Level | Expert or higher |
Requirements
- 10+ years of professional experience including people leadership, post-graduate degree and/or industry designation
- 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
- Ability to travel up to 50% of the time to New York, Boston, and/or Philadelphia
Responsibilities
- Source new opportunities for growth
- Manage relationships with advisors, family offices, and their clients
- Serve as a trusted resource in partnership with other business units at DAFgiving360 and business partners at Charles Schwab & Co.
Preferred Qualifications
- 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
- A passion for serving the community and making a difference