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Strategic Charitable Consulting Lead
Job in
Boston, Suffolk County, Massachusetts, 02298, USA
Listed on 2026-07-20
Listing for:
Charles Schwab Corporation
Full Time
position Listed on 2026-07-20
Job specializations:
-
Business
Financial Advisor / Consultant
Job Description & How to Apply Below
Charles Schwab Corporation in Boston seeks a Charitable Consultant to drive engagement with Schwab Investor Services, financial advisors, and high-net-worth clients. You will expand donor-advised funds adoption and guide philanthropic planning conversations.
You will build relationships, deliver presentations, tailor solutions, and collaborate with marketing, charitable strategy, and Investor Services teams.
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