Senior Manager, Personal Trust Strategy — Cross-Product

Charles Schwab; Lone Tree (CO); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation and volunteering

Health, dental, and vision insurance

Tuition reimbursement

Job summary

A leading financial services firm in Lone Tree seeks a PTS Cross-Product Strategy Sr. Manager. This role involves enhancing trust accounting processes through analysis and implementation, optimizing data files for better integration with Black Diamond Trust, and leading small project implementations. Candidates should have over 10 years in broker/dealer operations and trust accounting, alongside project management skills. The position emphasizes communication and strong analytical judgment within a collaborative work environment.

Qualifications

• 10+ years of relevant work experience in financial services.
• Project management experience with disciplines and schedules.
• Understanding of data file formats and reading them.
• Experience in trust back-office processing.
• Understanding of clients' needs for system support.

Responsibilities

• Analyze and implement enhancements to trust accounting processes.
• Optimize data files for better integration with BDT.
• Lead small implementation projects and communicate effectively.

Skills

Broker/dealer operations experience

Trust accounting system processing

SQL query skills

Analytical skills

Strong business judgment

Tools

Black Diamond Trust

Excel

Job description

A leading financial services firm in Lone Tree seeks a PTS Cross-Product Strategy Sr. Manager. This role involves enhancing trust accounting processes through analysis and implementation, optimizing data files for better integration with Black Diamond Trust, and leading small project implementations. Candidates should have over 10 years in broker/dealer operations and trust accounting, alongside project management skills. The position emphasizes communication and strong analytical judgment within a collaborative work environment.