Senior Manager, Business Development for Donor Advised Funds (Remote - West Territory)

About the Role

Key Responsibilities

• Developing high-impact presentations for key audiences including senior leaders at DAFgiving360, Charles Schwab & Co., and industry forums within the financial services and non-profit sectors.
• Creating trusted senior-level partnerships across DAFgiving360 and Charles Schwab & Co. to prioritize the new Business Development function and expand key client and advisor relationships.
• Collaborate with internal and external business partners, such as Charitable Consulting, Donor Relations, Charitable Strategies Group and Schwab Advisor Services to enhance the client experience and encourage additional lead sources.
• Apply strategic organizational priorities and segmentation to identify target partners and clients for prioritized engagement and sales activities.
• Deliver presentations that make an impact or influence audiences of various disciplines via several mediums and platforms.
• Provide assistance to the Managers on the Business Development team with responding to leads created through various channels.
• Act as an Ambassador for DAFgiving360, effectively communicating the value proposition of our solution to prospective donors, advisors, and partners.
• Apply a broad range of knowledge, skills, and experiences in charitable giving to provide guidance and potential solutions to prospective donors and Advisors.
• Participate in identifying possible policy and procedural changes within the organization to improve the business.
• Exercise judgment in determining the best methods, techniques, and approaches for obtaining results.
• Perform other responsibilities as assigned.

Requirements

• Experience with Donor Advised Funds or working with third-party Registered Investment Advisors.
• Outstanding persuasive sales, relationship management, presentation, and communication skills.
• Experience with Salesforce for identifying, qualifying, prioritizing, and recording new business opportunities.
• Demonstrated passion for sales and philanthropy.
• Outstanding ability as a visual storyteller and experienced PowerPoint user who can craft concise, compelling narratives for diverse audiences.
• High agility and ability to lead with a growth mentality, influencing and delivering results across multiple projects in a fast-paced, matrixed environment.
• 8+ years of professional experience and a college degree or equivalent experience.
• Ability to work in a fast-paced environment by absorbing and applying complex information quickly.
• Well-developed time management skills with the ability to organize and manage competing priorities.
• Ability to encourage innovation and change by seeking diverse perspectives for continuous improvement.
• Flexibility and willingness to work extended hours during peak season (mid-November to February).
• Ability to travel around 25%.

Nice to Have

• Experience working with charitable organizations or philanthropic tools.
• Experience in financial services or non-profit sectors beyond the core requirements.

Qualifications

• College degree or equivalent experience.

Benefits & Perks

• 401(k) with company match and Employee stock purchase plan.
• Paid time for vacation, volunteering, and a 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.