- JPMorgan Chase (New York, NY)
- Join the Wealth Management Solutions team as a Product Manager focused on the firm's Donor Advised Fund (DAF) product offering. This role is responsible ... years of experience in financial services or strategy consulting, with a focus on wealth management , capital markets, or investment support. + 3-5 years of… more
- University of North Carolina- Chapel Hill (Chapel Hill, NC)
- …Background: Experience working in or closely with the legal, financial, or wealth management industries (eg, estate planning attorney, financial advisor, CPA ... goals and drive growth through an innovative fundraising program, strengthened donor cultivation and stewardship, and a comprehensive marketing strategy for both… more
- Charles Schwab (Westlake, TX)
- …Preferred qualifications: + Understanding of advisor audiences, philanthropic giving vehicles, and/or wealth management solutions . + Experience with project ... increase charitable giving in the US We offer a donor -advised fund program and related philanthropic tools and guidance...and family offices. The ideal candidate will understand the wealth management and advisor marketplace, as well… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... Job Title Assistant Director of Research, Prospect Management , and Data Analytics - Penn Engineering Development Job...business needs and develop innovative and effective data analysis solutions . + Use database query, export, and reporting tools… more
- University of Pennsylvania (Philadelphia, PA)
- …variety of professional development opportunities, supportive work and family benefits, a wealth of health and wellness programs and resources, and much more. Posted ... including segmentation, predictive modeling, and performance tracking to improve donor participation, retention, and engagement. + In collaboration with Assistant… more
- University of Michigan (Ann Arbor, MI)
- …benefits, compensation, recruitment, learning and development, culture, and performance management . + Marketing & Communications: Includes Marketing and Media ... stewardship of the UMS board and other key councils and constituents, the donor community, and, in coordination with the President, the University's leadership and… more
- US Bank (Minneapolis, MN)
- …Services professionals by providing guidance, direction and assistance across the Wealth Management and Securities Services and Consumer organizations. ... individuals, families with private foundations, planned giving services and donor advised funds. Demonstrates passion and engagement for philanthropy, comfortable… more