Charles Schwab & Company, Inc.
Sr Manager Charitable Strategies
Westlake, TX, US · Senior · Full-time
No sponsorshipDetected 17 days ago
CRMBusiness DevelopmentAccountingTaxCollaborationProblem SolvingPublic Speaking
About the role
- We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations listed: Austin, Orlando, Westlake.
- At Schwab, you're empowered to make an impact on your career.
- Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended over $50 billion in grants to more than 295,000 charities.
Nice to have
- Illiquid Asset Due Diligence Handle client and advisor inquiries and respond to process and potential tax implication related to contributions of illiquid and other complex noncash assets.
- Facilitate the transfer, acceptance, and liquidation of approved noncash asset contributions, and track these activities within a CRM system to monitor, assess, and report on workflow.
- Prepare new and/or updated existing procedures and job aids to guide due diligence reviews and enhance operational excellence.
- Draft new client-facing articles and presentation decks, as requested.
- Planned giving and/or law firm (or equivalent transactional) experience highly preferred, including but not limited to: tax planning
- exempt organizations
- corporate transactions and estate planning
- financial services/wealth management
Compensation
- Your Opportunity * In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* Applicants must be authorized to work in the United States now and the future without employer sponsorship.
Benefits
- Manager partners closely with internal partners to provide educational support for client and advisor questions and planning needs.
Visa & Work Authorization
- Your Opportunity * In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities* Applicants must be authorized to work in the United States now and the future without employer sponsorship.
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