Manager, Trust Program Management

Charles Schwab; Westlake (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Vacation & sabbatical program

Parental leave and family benefits

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Schwab's Personal Trust Services (PTS) seeks a Manager, Trust Program Management in Westlake, TX to coordinate cross‑functional trust operations and governance. You will lead meeting materials for the Personal Trust Fiduciary Committee, and partner with product, process owners, and risk teams to ensure programs meet client and regulatory needs.

You will drive risk management activities, regulatory exams, policy maintenance, and training initiatives while fostering collaboration across silos and

Qualifications

• 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

• Coordinate and manage all Personal Trust Committee meetings and materials.
• Serve as a business liaison between product and process owners, ensuring best practices across locations.
• Manage and enhance meeting materials for fiduciary committees and Board of Directors.
• Support risk management programs for Personal Trust Services, including RCSA, business continuity, incident management, records retention, and loss reporting.
• Facilitate regulatory exams and internal testing and audits.
• Oversee maintenance of all Trust Company policies and procedures with a client‑focused view.
• Develop, implement, and monitor programs to meet regulatory expectations and business objectives.
• Create and maintain internal and external forms.
• Oversee educational opportunities offered to Trust Company employees.

Skills

Interpersonal skills

Analytical skills

Program management

Communication skills

Risk governance

Collaboration

Change management

Presentation skills

Education

Bachelor's degree or higher

Job description

Your opportunity

At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

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 Trust Company, 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.

• 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

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Qualifications

• 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

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

#SchwabBTSJobs

What’s in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration - so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you - both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28‑day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance