Director, Ultra-High Net Worth Trusts

Charles Schwab

Wilmington (DE)

On-site

USD 180,000 - 280,000

Full time

2 days ago
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Benefits offered by this job

401(k) match
Sabbatical program
Parental leave
Tuition reimbursement
Health insurance

Job summary

Charles Schwab is seeking a Director of Trust Administration to lead fiduciary operations across CSTC and CSTCD, reporting to the Director-Chief Fiduciary Officer. You will oversee policies, controls, and administrative operations while guiding multiple teams across locations to ensure compliant, high-quality trust administration for both full-trustee and directed-trustee services.

This role demands 15+ years in personal trust, a strong legal/academic background, exceptional leadership, and the

Qualifications

  • 15+ years of experience in personal trust.
  • Bachelor’s degree or higher; JD preferred, or equivalent work experience.
  • Strong knowledge of Delaware and Nevada trust law is a plus.

Responsibilities

  • Lead Trust Administration with governance over policies, controls, and operations.
  • Oversee multiple Trust Administration teams across locations to ensure fiduciary compliance.
  • Develop and retain high-performing teams, with focus on succession planning and employee development.
  • Ensure training and professional development for fiduciary staff; maintain strong risk management and governance practices.
  • Represent Trust Administration with senior leadership and external stakeholders; prepare quarterly performance and risk reports.

Skills

Leadership
Trust administration
Regulatory compliance
People management
Strategic planning
Governance
Communication

Education

Bachelor's degree or higher, JD preferred

Job description

Charles Schwab is seeking a Director of Trust Administration to lead fiduciary operations across CSTC and CSTCD, reporting to the Director-Chief Fiduciary Officer. You will oversee policies, controls, and administrative operations while guiding multiple teams across locations to ensure compliant, high-quality trust administration for both full-trustee and directed-trustee services.

This role demands 15+ years in personal trust, a strong legal/academic background, exceptional leadership, and the

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