Sr Manager, Relationship Management

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Schwab Charitable’s mission is to increase giving in the U.S. with donor-advised funds (DAF) and philanthropic tools and resources that make charitable giving tax-smart, simple, and efficient. We offer tools, guidance, and relationships 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 independent 501(c)(3) public charity, Schwab Charitable donors have granted more than $33 billion to more than 246,000 charities. Visit SchwabCharitable.orgfor more information.

Schwab Charitable was founded by Charles Schwab & Co. and while it operates as an independent charity, it is closely affiliated with and enjoys the support of Charles Schwab & Co, including contractual agreements to provide a variety of services. This position will be an employee of Charles Schwab & Co. and will be subject to its human resources and risk policies and procedures but will report to and be accountable to Schwab Charitable for day-to-day activities.

Schwab Charitable Consulting is responsible for long-term sustainable growth, relationship management, a premium client experience and providing timely, relevant charitable planning education to partners and high net worth clients. Reporting to the Director of Charitable Consulting, this role will source new opportunities for growth and manage relationships with donors, financial consultants, and non-profit organizations by serving as a trusted resource in partnership with other business units at Charitable and colleagues at Charles Schwab & Co.

What you have

Required Qualifications: 

• Bachelor degree required or equivalent work experience preferred.
• 10+ years of professional experience including people leadership, post-graduate degree and/or industry designation preferred
• 5+ years of financial services industry experience

Preferred Qualifications: 

• Relationship management experience in the private wealth and/or investment management industries
• Experience serving multi-generational households 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 centers of influence in the territory preferred
• Strong communication skills and presentation skills required
• A passion for serving the community and making a difference

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.