Related skills
fidelity schwab advent black diamond moxy📋 Description
- Lead and scale Give DAF ops platform.
- Own end-to-end DAF ops: grants, contributions, trading, custodians.
- Serve as primary ops liaison across CS, Product, Eng.
- Drive automation and AI tooling to cut reconciliation time.
- Partner with custodians/third-party systems to streamline workflows.
🎯 Requirements
- 2–5+ years in finance/investments/charitable giving ops.
- Experience with Advent, Moxy, Black Diamond, Wealthscape, or similar.
- Familiarity with custodial integrations (Schwab, Fidelity, LPL, Pershing, etc.).
- Strong ops mindset with a customer-success orientation.
- Eager to solve problems with AI/automation; coachable and curious.
🎁 Benefits
- Base salary: $80,000 – $100,000.
- Meaningful equity stake.
- Comprehensive health, dental and vision, retirement benefits and flexible PTO.
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