Full-Time

Director – Charitable Consulting

Posted on 1/30/2025

Charles Schwab

Charles Schwab

Compensation Overview

$175k - $225kAnnually

+ Bonus + Incentive Opportunities

Expert

Remote in USA

Location in Bay Area is a strong preference; expected travel 15-20% for Bay Area, 30%+ for Seattle and LA markets.

Category
Environmental Consulting
Financial Consulting
IT Consulting
Legal Consulting
Management Consulting
Operations Consulting
Strategy Consulting
Consulting

You match the following Charles Schwab's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • 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
  • Strong communication skills and presentation skills required
  • A passion for serving the community and making a difference
Responsibilities
  • Sourcing new opportunities for growth in the western U.S.
  • Managing relationships with advisors, family offices, and business partners
  • Serving as a trusted resource in partnership with other business units and colleagues at Charles Schwab & Co.
  • Consultative client and colleague relations that inspire trust
  • 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 organization-wide strategic objectives and priorities
  • Partnering with marketing and complex assets teams to develop and deliver relevant content that is on message and in brand
  • Coaching/mentoring direct reports; leading with integrity
  • Collaboration, working as a team, celebrating shared results
Desired Qualifications
  • Existing network of registered investment advisors, attorneys, CPAs, and family offices in the territory preferred
  • Location in Bay Area is a strong preference
  • Expected travel 15-20% for Bay Area, 30%+ for Seattle and LA markets
  • Telecommute available if located in LA, San Francisco, or Seattle

Company Stage

N/A

Total Funding

N/A

Headquarters

N/A

Founded

N/A

INACTIVE