Director Service & Operations, DAFgiving360
Your Opportunity
Your opportunity
Director Service & Operations, DAFgiving360
DAFgiving360™ 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, DAFgiving360 donors have recommended more than $35 billion in grants to more than 270,000 charities.
At DAFgiving360, 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 that 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.
DAFgiving360 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 DAFgiving360 for day-to-day activities.
DAFgiving360’s Service & Operations teams are responsible for the delivery of all service channels as well as handling all operational procedures on behalf of donors, advisors, charities, and partners. Reporting to the President of DAFgiving360, the Director of Service & Operations is a senior leader responsible for delivering and enhancing on all service channels for donors, advisors, and charities. The Director has operational accountability for teams and partners that manage account opening, contribution processing, grant processing, and provide service for donors, advisors, and charities. This individual will ensure scalable service delivery and a culture of excellence
Key Outcomes:
- As a member of the senior management team, collaborate with other senior leaders on the overall mission, operations, and governance of DAFgiving360.
- Regularly prepare and present reports to DAFgiving360’s independent Board of Directors.
- The Director will work closely across the entire DAFgiving360 organization as well as Schwab partners to align and innovate on client experience initiatives across departments and programs.
- Set strategic direction for all Service and Operations teams to enhance the services provided to donors, advisors, and charities and innovate for operational efficiencies.
- Oversee the daily operations of Service and Operations teams ensuring high-quality service across all communications and operations channels.
- Drive accountability by monitoring, measuring, and reporting service level agreements (SLAs) and key metrics.
- Partner with digital and technology teams to implement tools and systems that support contact center and operations efficiency, including telephony, case management, and reporting.
- Motivate, inspire, and supervise the Directors leading Service and Operations departments, fostering transparency, accountability, and professional growth.
- Ensure sound risk management practices that align with the organization’s risk appetite and protect DAFgiving360 and its donors.
What you have
Required Experience:
- Bachelor’s degree, or equivalent work experience, with a minimum of 12+ years of related experience in leadership within a business operations or client service function in financial services or philanthropic sector.
- Significant experience in leading and driving successful service teams with a passion for providing excellent client service in a fast-paced environment.
- Strong strategic thinker with the ability to analyze issues and problems systematically, gather broad and balanced input, draw sound conclusions and translate conclusions into clear, specific objectives and plans.
- Ability to lead and collaborate with cross-functional teams to identify problems & opportunities, lead initiatives, discuss challenging issues, and learn more about critical issues as a group; is sought out for counsel and feedback from senior leaders.
- Excellent listening and communication skills, including both verbal and written, with the ability to influence, build consensus, and integrate complex information.
- Proven presentation skills and experience working collaboratively and implementing ideas.
- Demonstrated experience building and leading teams to ensure the efficiency and effectiveness by recruiting, developing, coaching, and retaining highly engaged diverse teams.
- Ability to forge relationships with key stakeholders and appropriate decision makers in other departments while exhibiting strong judgement and creativity in meeting client needs and executing key projects
Base Compensation: $103,500- $230,000. Your compensation may be different. Talk with your Talent Advisor to learn more. In addition to the salary range, this role is also eligible for bonus or other incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
Required Experience:
- Bachelor’s degree, or equivalent work experience, with a minimum of 12+ years of related experience in leadership within a business operations or client service function in financial services or philanthropic sector.
- Significant experience in leading and driving successful service teams with a passion for providing excellent client service in a fast-paced environment.
- Strong strategic thinker with the ability to analyze issues and problems systematically, gather broad and balanced input, draw sound conclusions and translate conclusions into clear, specific objectives and plans.
- Ability to lead and collaborate with cross-functional teams to identify problems & opportunities, lead initiatives, discuss challenging issues, and learn more about critical issues as a group; is sought out for counsel and feedback from senior leaders.
- Excellent listening and communication skills, including both verbal and written, with the ability to influence, build consensus, and integrate complex information.
- Proven presentation skills and experience working collaboratively and implementing ideas.
- Demonstrated experience building and leading teams to ensure the efficiency and effectiveness by recruiting, developing, coaching, and retaining highly engaged diverse teams.
- Ability to forge relationships with key stakeholders and appropriate decision makers in other departments while exhibiting strong judgement and creativity in meeting client needs and executing key projects
Base Compensation: $103,500- $230,000. Your compensation may be different. Talk with your Talent Advisor to learn more. In addition to the salary range, this role is also eligible for bonus or other incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
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