Manager, Trust Program Management
About The Position
Schwab’s Personal Trust Services (“PTS”) organization provides personal trust products and services to Schwab’s clients, including individual investors, beneficiaries, RIAs, and corporate fiduciaries. PTS products and services are provided through three separate legal entities; Charles Schwab TrustCompany, Charles Schwab Trust Company of Delaware, and Charles Schwab &Co. PTS products cover the full fiduciary, agency, and custody spectrum, including fiduciary trust administration and investment management, directed trustee, trusteed IRA, administrative agency, trust reporting, and trust outsourcing. The Manager, Trust Program Management is a key member of our growing trust organization and is responsible for supporting all personal trust program functions and working closely with various business partners across the organization to ensure all program features work as designed and meet internal operational needs and Schwab client needs. Additionally, the Manager, Trust Program Management is responsible for coordinating and managing all Personal Trust Committee meetings and meeting materials. Schwab follows the three lines of defense model of risk governance. The Manager, Trust Program Management is a first line of defense position for CSTC and CSTCD and assures compliance with all trust company policies and procedures, Schwab’s enterprise risk management program, as well as all applicable state and federal banking and trust regulations in the context of their responsibilities.
Requirements
- Bachelor’s degree or higher or equivalent experience required
- 5+ years’ experience in banking or financial industry, trust and estate administration or related trust or financial experience a plus
- Excellent interpersonal and communications skills, coupled with strong problem-solving techniques
- Experience with risk, management, and governance reporting
- Demonstrated ability to synthesize data into well-formulated recommendations and plans
- Strong analytical skills, ability to research problems, determine root causes and solutions
- Superior organizational skills and the ability to handle multiple priorities without sacrificing quality or accuracy
- Highly client-oriented focus with demonstrated experience in program management
- Excellent written, verbal communication and presentation skills, including ability to communicate effectively to varying levels within the organization from senior management to front-line employees
- Collaborative team player with contagiously positive, outgoing, can-do attitude. Thrives on initiating, building and encouraging strong authentic relationships inside and outside the group; highly reciprocal; navigates and activates alignment across organizational silos
- Critical thinker who can identify gaps and inefficiencies and create and communicate solutions to management and leadership
- Comfortable in a dynamic and fast-moving work environment with ability to embrace change and innovation
Responsibilities
- Providing centralized coordination between departments
- Serving as a business liaison between product and process owners, ensuring best practices are identified and shared, and that similar processes and procedures are consistently executed across multiple locations and client segments
- Managing and enhancing management of meetings and meeting materials for the Personal Trust Fiduciary Committee, the Personal Trust Operating Committee, and the Board of Directors, ensuring materials are timely and accurate
- Supporting risk management programs for Personal Trust Services, including risk and controls self-assessment (“RCSA”), business continuity and incident management, records retention, complaints, loss reporting, and operations risk working group
- Facilitating regulatory exams and internal testing and audits
- Overseeing maintenance of all Trust Company policies and procedures and ensuring procedures are designed with a “Through the Client’s Eyes’ perspective
- Developing, implementing, and monitoring programs in order to meet regulatory expectations and achieve business objectives
- Creating and maintaining internal and external forms
- Overseeing educational opportunities offered to our Trust Company employees
Benefits
- bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Manager
