Schwab Charitable is an independent public charity created to help 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, efficient, 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 168,000 charities 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 strategies. We believe that if our clients apply the same thoughtful strategy to their giving and philanthropy that they apply to their finances and investments, they will be happier and more fulfilled donors. Through our uniquely integrated approach, 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 operates as an independent charity, but 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.
The Managing Director of Risk & Compliance Management is a working manager that leads and manages a small team of professionals responsible for the planning, development and administration of Schwab Charitable’s risk management and regulatory compliance programs. The role helps promote business growth and operational efficiency through effective risk management and corporate governance structures in accordance with applicable law and best practices.
The successful candidate will:
Primary responsibilities of the role include the management of: