Account Manager, Charitable Investment Programs

About Charitable Impact

Charitable Impact started as a bold idea and evolved quickly into an unwavering belief: everyone should have access to resources that help them build the brighter future they imagine. We provide a donor-centric giving platform, supported by a donor advised fund, that helps people amplify their generosity to create the change they want to see in the world. We simplify the giving process, allowing donors to manage all of their giving from one place, access timely tax receipts, and donate in a variety of ways including cash, publicly traded stocks, company shares, and many other options. Anyone can use it to find and give to their favourite charities from one place, give with friends and others, and get support with making their biggest impact possible. So far, Canadians across the country have donated more than $1.6 billion through our platform.

We take care of each other

Our team members enjoy competitive salaries, purposeful perks, and a culture that gives back and has fun doing it. We are proud to have been named one of Canada's Most Admired Corporate Cultures of 2024. We support each other, learn from one another, and grow together. We're on an adventure to make giving an intentional and meaningful part of daily life. So, come and join us, and let's build a brighter future together.

What you'll do

The Charitable Investment Program helps financial advisors across Canada integrate charitable giving and charitable asset management solutions into their service offering, helping their clients with charitable giving regardless of which charities they choose to support, how much money they have to donate, or how much experience they have with giving. The support we offer to financial advisors allows them to increase their clients' access to and participation in charitable giving while helping advisors grow their businesses and better service their clients.

As a key representative of our Charitable Investment Programs team, you'll be responsible for managing and growing a portfolio of financial advisor clients, providing exceptional customer service and maintaining a high level of client satisfaction. Working closely with the Director, Charitable Investment Programs, you'll leverage your skills and experience in relationship management to determine the business needs of each client and identify opportunities to add value.

This role is a full-time 18-month contract (40 hrs/week) covering a parental leave.

We are a hybrid office, with team members working from home and in our Vancouver office. This role requires in-office attendance at least one day per week.

Your responsibilities

• Collaborate with Account Managers and the Director, Charitable Investment Programs to execute an annual business plan focused on the development of long-term relationships with financial advisors and driving Charitable Investment Program business targets utilizing a team-based approach
• Manage the full advisor/donor lifecycle (advisor onboarding, account opening, ongoing relationship management and support) while identifying opportunities to promote Charitable Impact's services
• Educate financial advisors and their teams on the benefits of donor advised funds and help them incorporate Donate & Invest and Donate & Give strategies into their book of business
• Identify and champion opportunities to improve the user experience of financial advisors, their teams, and donors
• Support financial advisors and their teams by following up on leads on a timely basis, responding to queries, finding solutions to problems, and seeking feedback
• Assist with the production of quarterly account statements, process quarterly account fees, facilitate account setups and manage our Salesforce CRM database
• With a lens on risk mitigation and compliance, identify ways to improve our gift acceptance systems to ensure the smooth operation of the Charitable Investment Programs team
• Support other teams within Charitable Impact including Donor Engagement and Experience, Cause Funds and Finance

What we're looking for

• Completion of a Bachelor's degree in finance or accounting
• 3+ years experience in the financial services industry, preferably in a client-facing role
• Outstanding verbal and written communication skills
• Ability to prioritize tasks and multiple projects under demanding circumstances
• Relationship building skills and a proven track record of being able to meet and exceed targets
• Exceptional customer service and attention to detail
• A strong aptitude for process improvement and administration

Bonus points

• Completion of Canadian Securities Course
• Business development or sales experience
• Experience within the charitable sector
• Experience working in a technology startup environment
• Experience using Salesforce, Confluence, Jira, Google Suite
• Bilingual (French)

Compensation

The expected starting salary for this role is $75,000/year.

Total rewards

• Monthly donation & volunteer matching. To encourage you to give.
• Vacation pay. An additional 6% of your salary will be paid out on each pay cheque.
• Flexibility. Flexible work schedules and remote work options.

Our people make us great

We love working with creative and open-minded people who bring imagination and courage to work, who treat others with respect and kindness, and who act on their generosity each day. We're committed to building an equitable, inclusive, and collaborative workplace that welcomes and encourages members of traditionally underrepresented groups to join our team. We provide equal opportunity and consideration to all qualified applicants. If accommodations are needed during the hiring process, please let us know.