Senior Manager, Marketing- (DAFgiving360)

Your opportunity

DAFgiving360 is an independent 501(c)(3) nonprofit dedicated to increasing charitable giving in the United States. Since 1999, donors have recommended over $55 billion in grants to more than 300,000 charities. Through donor-advised funds and philanthropic tools, DAFgiving360 helps individuals and families integrate charitable planning into their financial lives and make a meaningful difference.

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 subject to its policies and procedures, while reporting to and remaining accountable to DAFgiving360 for day-to-day activities.

Role Overview

The Senior Manager of Marketing is a senior-level individual contributor on DAFgiving360’s Insights and Education, Public Relations, and Brand Expression team. The role owns strategy and execution for insights-driven and educational content supporting the strategic themes “Grow our clients” and “Invest in our offer.” The work is aligned with organizational OKRs focused on increasing brand awareness, new high-net-worth accounts, and contributing accounts.

What You’ll Do

• Identify advanced charitable planning and giving topic gaps based on the personas and journeys of experienced, high-net-worth, and ultra-high-net-worth donors and their advisors.

• Develop insights and education content strategies that define the business need and OKRs addressed, content formats, activation channels, search and answer engine optimization, promotion channels, KPIs, and project timing.

• Use modern formats and activation channels to deliver educational content.

• Serve as the marketing subject-matter expert and project lead for assigned work.

• Collaborate across Marketing and with DAFgiving360 and Schwab SMEs to support content effectiveness and project success.

• Partner with the Offer and Client Experience team to apply research that sharpens content for target audiences.

• Monitor and report on content performance and recommend opportunities for optimization.

Why You’re Set Up for Success

This role brings together marketing strategy, content development, financial services or charitable-sector knowledge, and cross-functional leadership in a highly visible individual-contributor position. You will be positioned to succeed if you enjoy translating complex topics into compelling educational content for sophisticated audiences and leading high-impact work through expertise and influence.

• Think strategically while maintaining ownership of execution.

• Understand the needs of HNW and UHNW donors and their advisors.

• Translate advanced charitable-planning concepts into engaging, accessible content.

• Lead multiple initiatives, partners, and deadlines simultaneously.

• Connect content strategy to organizational OKRs and business outcomes.

• Use data and performance insights to continually optimize content.

What you have

The Expertise You Bring

• BA or BS degree in philanthropy, marketing, communications, journalism, English, economics, finance, or a related discipline, or equivalent work experience.

• 7+ years of professional experience.

• Experience working with a charitable organization or financial services provider.

• Experience developing integrated, multi-channel content marketing campaigns.

• Demonstrated experience creating compelling content across multiple formats.

• Experience leading multiple complex projects and collaborating with multiple stakeholders.

• Ability to connect content and marketing strategies to broader business goals.

• Experience measuring content performance and using results to recommend improvements.

• Experience partnering with subject-matter experts and cross-functional teams.

Experience involving wealth management, charitable giving, donor-advised funds, HNW/UHNW audiences, financial advisors, or advanced financial and charitable planning would provide particularly relevant context for the work.

The Skills You Bring

• Strategic thinking: Connect business objectives to actionable content strategies.

• Content strategy and storytelling: Transform sophisticated topics into compelling educational content.

• Integrated marketing: Activate content across multiple formats, channels, and stages of the audience journey.

• Audience orientation: Develop content around personas, client journeys, and the needs of HNW/UHNW donors and advisors.

• Digital optimization: Apply search optimization and emerging answer-engine optimization approaches.

• Project leadership: Lead concurrent projects with different partners, timelines, and scopes.

• Collaboration and influence: Partner effectively with marketing teams, business leaders, SMEs, research partners, and client-experience teams.

• Measurement and optimization: Monitor KPIs and translate performance data into actionable recommendations.

• Attention to detail: Maintain strong quality standards throughout content development and production.

• PowerPoint: Communicate strategies, recommendations, and results effectively through presentations.

Schwab Training and Development

As a Charles Schwab employee supporting DAFgiving360, this role provides an opportunity to continue building expertise across marketing, financial services, charitable giving, client experience, and sophisticated donor audiences. The experience can strengthen capabilities in strategic marketing, content strategy, financial-services marketing, philanthropic education, cross-functional leadership, and executive-level influence.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility (https://www.schwabjobs.com/hybrid-work) 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 (https://www.schwabjobs.com/summary-of-benefits) 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’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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.