Sr. Manager, Strategic Partnerships- DAFGiving

Your opportunity

DAFgiving
360 is an independent nonprofit organization created to increase charitable giving in the U.S. We offer a donor-advised fund program and related philanthropic tools and guidance that empower donors to incorporate charitable planning into their everyday lives and make a bigger difference in the world. Since our founding in 1999 as an 501(c)(3) public charity, DAFgiving
360 donors have recommended over $40 billion in grants to more than 270,000 charities.

DAFgiving
360 has entered into a services agreement with Charles Schwab & Co., Inc. for administrative and other services, including human resources. This position will be an employee of Charles Schwab & Co., Inc. and will be subject to its policies and procedures but will report to and be accountable to DAFgiving
360 for day-to-day activities.

Our opportunity:

Are you a strategic, proactive, data-driven product marketing professional with experience owning product education programs that contribute to growth? Do you have experience identifying strategic partners to expand an organization’s impact and status as a thought leader? Are you skilled at developing messaging, value propositions, and strategic briefs for cross-functional teams to successfully execute? If you answered yes to each question, this might be the role for you.

We are seeking a Senior Manager of Strategic Partnerships to join the growing Activation and Partnerships team. This is a pivotal role in delivering DAFgiving
360’s growth. This candidate will be responsible for developing the vision, strategy, and roadmap for donor-advised fund and charitable planning education for Registered Investment Advisory Firms (RIAs). Robust education specifically curated for RIAs is critical to growing our impact, increasing engagement with our platform, and accelerating adoption of donor-advised funds.

The ideal candidate is a creative and results-driven leader with the ability and passion for leveraging data and insights to identify education needs and turn those needs into a strategic plan. This role is responsible for leading a highly visible product education workstream with the objective of further establishing DAFgiving
360 as the go-to partner for RIAs.

This individual must have the ability to see the big picture, set a vision for where we want to go, encourage key partners and stakeholders to adopt this vision and contribute to its success, and ruthlessly execute the plan with precision and excellence. The successful candidate will excel at collaborating with Strategy, Marketing, and Sales teams to effectively package and deliver impactful product education.

This role will partner very closely with Marketing to determine what educational content should be developed internally and what will be outsourced through strategic partners. The successful candidate should be an expert at developing detailed go-to-market program briefs for marketing to deliver integrated marketing plans that meet program goals and objectives.

This individual is also responsible for the third-party strategic partnerships strategy to deliver charitable planning education and resources through multiple channels like webinars, in-person events, and sales meetings. Identifying , structuring, and executing partnerships are essential functions to expand our impact and accelerate growth. This includes potential partnerships with philanthropic planning and sector thought leaders, non-profits, and other key external vendors that align with our mission and business objectives.

If this describes your experience and you are excited about joining an organization with the mission to increase giving in the US and build new capabilities and capacity to drive growth for DAFgiving
360 read on!

What you are good at

• Integrating insights, identifying competitive gaps, and creating a robust strategic roadmap to launch new and evergreen educational content, tools, and resources for a B2B to B2C audience.
• Identifying, prioritizing, and fostering strong relationships with existing and new third-party partners and vendors to enhance product education.
• Designing innovative test and learn initiatives to promote continuous…