Charles Schwab & Co., Inc.
Westlake or Austin or Orlando
Sr Manager Charitable Strategies
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Apply to Sr Manager Charitable Strategies at Charles Schwab & Co., Inc.Job details
- Location
- Westlake or Austin or Orlando
- Work type
- Onsite
- Compensation
- $160,000 - $180,000/yr
- Posted
- 2 weeks ago
- Apply on
- career-schwab.icims.com
About this role
8+ years relevant experience; Bachelor's degree and J.D.; CPA or CFP strongly preferred; expert financial, tax, and philanthropic planning knowledge; strong public speaking and interpersonal skills; authorized to work in the US without sponsorship.
What you'll do at Charles Schwab & Co., Inc.:
- reviewing assets
- conducting due-diligence
- managing relationships
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