"Alerted.org

Your opportunity

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 over $44 billion in grants to more than 280,000 charities.

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.

We’re looking for an experienced product marketer (8+ years in financial services) who’s excited to lead the way in developing and executing innovative marketing strategies for our charitable donor-advised fund. In this role, you’ll help shape our value proposition and bring ongoing enhancements to life—making sure our message reaches and inspires key audiences across multiple channels.

You’ll be part of a collaborative, client-centric environment where integrity and service come first. You’ll work closely with talented colleagues in marketing, product, strategy, sales, field enablement, communications, and external partners. We value professionals who understand the wealth management marketplace and know how to build go-to-market plans that connect with diverse audiences. Here, your ideas are valued, your growth is championed, and your contributions truly matter.

If you’re ready to own your tomorrow, maximize your expertise, and contribute meaningfully to a mission-driven organization that invests in your development and celebrates your success, we’d love to hear from you!

What You’ll Do:

+ Develop and execute product marketing strategies that bring our donor-advised fund offer to life, driving awareness, adoption, and retention.

+ Advocate for our donors and advisors, ensuring messaging resonates with their needs and journeys.

+ Serve as a product marketing expert, collaborating across teams to deliver impactful, client-centric marketing.

+ Translate business goals into actionable marketing strategies and plans, managing execution across audiences and channels.

+ Create and update marketing deliverables—emails, web pages, sales materials—ensuring consistent, compelling messaging.

+ Lead projects from strategy through delivery, partnering with subject matter experts, agencies, and stakeholders.

+ Use data and insights to continuously improve our marketing, sharing learnings and celebrating successes.

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have:

Required qualifications:

+ Bachelor’s degree in Marketing, Communications, Product Management, or related field, or equivalent experience.

+ 8+ years of product marketing experience in financial services, with a track record of developing and optimizing audience-focused campaigns.

+ Excellent communication skills—able to educate, influence, and inspire partners at all levels.

+ Strong organizational and project management abilities, thriving in a fast-paced, collaborative environment.

+ Self-starter mindset, adaptability, and a passion for continuous learning and improvement.

+ Experience managing budgets and agency relationships.

+ We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s). This role is expected to be in the office 4 days a week.

Preferred qualifications:

+ Understanding of investor/advisor audiences, or philanthropy space.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

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 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’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.