Charles Schwab & Company, Inc.
Sr Manager, Charitable Consulting-DAF-Northeast, Mid-Atlantic, Great Metro
Boston, MA, US · Senior
Sponsorship not specifiedDetected 6 days ago
CommunicationCollaborationProblem SolvingPublic SpeakingAdaptability
About the role
- Your Opportunity At Charles Schwab, you're empowered to make an impact on your career.
- You will increase awareness and adoption of donor-advised funds while guiding complex philanthropic planning conversations and delivering a premium client experience.
Responsibilities
- Consultative Problem Solving - Identifies needs and delivers tailored solutions.
- Strategic Execution - Drives plans that support growth.
Skills
- Since 1999, donors have recommended over $44 billion in grants to more than 280,000 charities.
Compensation
- What you have Required Qualifications 4+ years of financial services experience Experience in relationship management within private wealth, investment management, or similar environment Strong communication and presentation skills Proven a
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