
Senior Lead, Illiquid Asset & Charitable Strategy
Charles Schwab, Austin, TX, United States
A financial services firm in Austin seeks a Sr. Manager to oversee the review of illiquid and complex non-cash asset contributions. Ideal candidates should have a J.D., CPA, or CFP along with over 8 years of experience in planned giving, tax planning, or financial services. The role requires strong public speaking and interpersonal skills. Join a collaborative culture that empowers growth and offers hybrid work arrangements, comprehensive health benefits, and retirement plans.
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