Charles Schwab

Sr Manager, Charitable Consulting-DAF-Crossroads & South Atlantic

Charles Schwab$100K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 4+ years of financial services experience
  • Experience in relationship management within private wealth or investment management
  • Strong communication and presentation skills
  • Proven ability to support high-net-worth client segments
  • Ability to collaborate across teams for client-centered solutions

Responsibilities

  • Build trusted relationships with clients, advisors, and business partners
  • Deliver impactful presentations across diverse audiences
  • Identify client needs and provide tailored solutions
  • Collaborate with stakeholders to solve complex problems
  • Influence outcomes through strong communication
  • Execute strategic account plans aligned to business priorities
  • Manage competing priorities effectively

Benefits

  • Collaboration with cross-functional teams
  • Opportunities for professional development
  • Engagement in innovative philanthropic work
  • Flexibility in adapting to dynamic client environments
  • Incentive opportunities beyond base salary
Full Job Description
Your Opportunity

At Charles Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving as we work together to transform the financial services industry.DAFgiving360™ is an independent 501(c)(3) nonprofit dedicated to increasing charitable giving in the United States. Since 1999, donors have recommended over $44 billion in grants to more than 280,000 charities. Through donor-advised funds and philanthropic tools, we help individuals and families integrate charitable planning into their financial lives and make a meaningful difference.This role is aligned to DAFgiving360 and employed by Charles Schwab & Co., Inc.As a Charitable Consultant, you will drive engagement and growth by serving as a trusted, consultative partner to Schwab Investor Services, financial advisors, and high-net-worth clients. You will increase awareness and adoption of donor-advised funds while guiding complex philanthropic planning conversations and delivering a premium client experience.

What you'll do:
  • Building trusted relationships with clients, advisors, and business partners
  • Delivering confident, impactful presentations across diverse audiences and platforms
  • Listening and quickly identifying client needs to provide tailored solutions
  • Solving complex problems in collaboration with cross-functional stakeholders
  • Influencing outcomes through consultative engagement and strong communication
  • Developing and executing strategic account plans aligned to business priorities
  • Managing competing priorities with sound judgment and adaptability
  • Partnering effectively across marketing, charitable strategy, and Investor Services teams
  • Providing actionable feedback to improve client experience and drive innovation
Skills You Bring
  • Relationship Building & Influence Builds trust and influences outcomes across stakeholders.
  • Consultative Problem Solving Identifies needs and delivers tailored solutions.
  • Communication & Presentation Clearly explains complex concepts.
  • Strategic Execution Drives plans that support growth.
  • Collaboration & Partnership Works effectively across teams.
  • Adaptability & Judgment Prioritizes and adjusts in dynamic environments.
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 ability to support high-net-worth or complex client segments
  • Ability to collaborate effectively across teams to deliver client-centered solutions

Preferred Qualifications

  • Series 7 and 63 licenses
  • Bachelor's degree
  • Experience serving multi-generational households with complex or urgent needs
  • Working knowledge of public and private investment vehicles
  • Working knowledge of ultra-high-net-worth tax considerations
  • Working knowledge of planned giving strategies
  • Established network of centers of influence within the territory

Additional Attributes

  • Passion for philanthropy, community impact, and client service
  • Ability to influence without direct authority
  • Comfort operating in a dynamic, client-focused environment

*In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities*

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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