Charles Schwab Charitable Strategist in Lone Tree, Colorado

We believe that , when done right, investing liberates people to create their own destiny. We are driven by our purpose to champion every client’s goals with passion and integrity. We respect and appreciate the diversity of our employees, our clients, and the communities we serve. We challenge conventions strategically to create value for our clients, our firm and the world. We live and bring to life the concept of ‘own your tomorrow’ every day. We champion our employee strengths, guide their development, and invest in their long-term success. We hire optimistic, results-oriented, curious, innovative, and adaptable people with the desire to help our clients and one another succeed.

As a company, we were established by Chuck at over 40 years ago to champion Main Street over Wall Street, and to help Americans transform themselves from earners to owners. Through advocacy and innovation, we work to make investing more affordable, accessible and understandable for all. As we enter our fifth decade, we are looking for talented, innovative and driven people who believe they can help themselves, and our clients, create a better future.

Our Opportunity:

Schwab Charitable is an independent public charity created to increase charitable giving in the United States by offering the flexible giving solution of a donor-advised fund account. A donor-advised fund account is a simple, flexible, tax-smart investment account designed specifically for charitable purposes that offers clients and advisors a simple and streamlined way to contribute, invest and grant effectively. We are a leading national donor-advised fund provider—having granted out to over 110,000 charities nationwide since inception on behalf of our donors. At Schwab Charitable, we believe people have an inherent desire to give and that investing and giving when done together can empower us to make a real difference in the world. We make it easy to integrate charitable giving into clients’ financial planning and wealth management conversations. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy they apply to their finances and investments, they will be happier and more fulfilled donors.

With our uniquely integrated approach, our simple and tax-smart giving solution, our access to online resources and our team of charitable specialists, we offer the tools, guidance and relationships to help donors give more to the charities that matter most to them. 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.

What you’ll do:

The position of Charitable Strategist is responsible for reviewing complex asset contributions for acceptance by Schwab Charitable, working directly with donors, their advisors, and corporate and business lawyers to facilitate charitable transfers of these assets. The Charitable Strategist role understands and articulates charitable planning issues effectively, using a consultative approach to provide agnostic guidance on charitable giving strategies to support comprehensive wealth management solutions to HNW and UHNW. As a subject matter expert, the Charitable Strategist partners closely with internal partners to provide educational support for client and advisor questions and planning needs. This role is also responsible for the delivery of presentations to partner and client public speaking events.

  • Complex Asset Acceptance Respond to inquiries related to the mechanics and potential tax implication of the contribution of illiquid assets.

  • Independently review transactions related to private companies, restricted stock, and pass-through entities to determine suitability for charitable contribution and best route for acceptance.

  • Perform all aspects of illiquid asset due diligence, including document review and thorough assessment and mitigation of risks and ultimate approval for acceptance.

  • Facilitate the transfer, acceptance and liquidation of approved complex asset contributions.

  • Charitable Planning and Education Consult with High Net Worth Schwab clients and top Schwab advisors regarding clients’ charitable planning needs in the context of clients’ charitable planning within their overall wealth management strategy, with particular attention to topics such as income and estate tax planning, trust, estate and post-mortem planning, legacy planning, closely-held business transfer planning.

  • Effectively discuss alternative solutions in the illiquid asset space; and differentiate Schwab Charitable program thoughtfully and respectfully.

  • Subject Matter Expert Respond to internal partner questions and requests for information relating to tax, corporate transactions, securities law, alternative investments, exempt organizations, and estate/charitable planning strategies.

  • Support Business Development and Marketing with development and review of educational and marketing literature to ensure content accuracy and clarity.

  • Cross enterprise partnership to develop and implement acquisition and service to support Schwab Charitable sales initiatives and consult internally and externally, in support of a variety of business development opportunities

What you have:

Required Skills:

  • Qualified candidates possess strong organizational, writing and verbal communication skills and a passion for teamwork, service and execution

  • Bachelor's degree and J.D. required

  • Minimum of 8 years of relevant experience with the areas below:

  • Law firm or equivalent transactional experience highly preferred including: individual and corporate tax, exempt organizations, corporate transactions and estate planning, financial services/wealth management, securities law and alternative investments

  • Expert-level financial, tax and philanthropic planning knowledge, with specific attention to tax, corporate transactions, securities law, alternative investments, exempt organizations, and estate planning strategies

  • Knowledge of alternative charitable giving solutions in the illiquid asset space; and ability to review and understand financial statements with demonstrated understanding of accounting/tax issues

  • Knowledge and experience in partnership taxation & UBIT

  • 4+ years public speaking experience

  • Outstanding interpersonal skills to establish and maintain effective professional relationships at all levels of organizations, boards of private and public companies, and in the charitable and advisor communities

Preferred Skills:

  • LLM in Taxation, or CPA strongly preferred

What you’ll get:

  • Everyday Wellness: Healthy Rewards, Onsite Fitness Classes, Healthy Choices, Wellness Champions

  • Financial Fitness: 401k Match, Employee Discounts, Personalized advice, Brokerage discounts

  • Work/Life Balance: Sabbatical, New Mothers returning to work Program, Tuition Reimbursement Programs, Time off to volunteer

  • Inclusion: Employee Resource Groups, Commitment to diversity, Strategic partnerships

  • Not just a job, but a career, with an opportunity to do the best work of your life

Learn more about Life@Schwab at" .

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

Position Located In: CO - Lone Tree