Product Specialist

Job Highlights

• Purposeful and meaningful work
• Great work culture and set of corporate values
• Be a part of a global team that enables charitable giving

Job Summary:

The position of Product Specialist reports directly to the Giver Services Manager in charge of that specific team and indirectly for the Senior Vice President of Operations and Philanthropy. The Product Specialist works in a small team which includes the Due Diligence and Compliance Specialist and the Client Success Specialist. This position has three broad areas of responsibility:

To support the Giver Services Team with post-approval follow-up and ongoing support to our Foundation Fund and active Charity Clients and their supporters through the provision of training and communication on fund features and making the most of their Funds with TrustBridge

• To support the Philanthropy and Giv...