Salary: USD $175,000 - $225,000 / Year

Your opportunity

Director, Charitable Consulting - (Los Angeles, CA, San Francisco, CA, Seattle, WA)

Your Opportunity

DAFgiving360™ is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving360 donors have recommended more than $35 billion in grants to more than 255,000 charities.

DAFgiving360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving360 for day-to-day activities.

• Consultative client and colleague relations that inspire trust.
• A confident presentation style that makes an impact or influences audiences-large and small-of various disciplines via several mediums and platforms.
• Listening to clients and extrapolating the detail that will help you assist them in finding the right solution, sometimes on short notice.
• 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, pivoting when necessary.
• Partnering with marketing and complex assets teams to develop and deliver relevant content that is on message and in brand.
• Using good judgment and delegating when appropriate.
• Coaching/mentoring direct reports; leading with integrity.
• Collaboration, working as a team, celebrating shared results.

• 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.
• Existing network of registered investment advisors, attorneys, CPAs, and family offices in the territory preferred.
• Strong communication skills and presentation skills required.
• A passion for serving the community and making a difference.
• Location in Bay Area is a strong preference, expected travel 15-20%. For Seattle and LA markets, expected travel 30%+. Telecommute available if located in LA, San Francisco, or Seattle.
• Base Compensation: $175,000 - $225,000. Your compensation may be different. Talk with your Talent Advisor to learn more. In addition to the salary range ,this role is also eligible for bonus or other incentive opportunities.

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance