Sr. Manager, Personal Trust Services – Cross-Product Strategy

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

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 locations (Lone Tree, Westlake, or Austin). Applicants must be currently authorized to work in the United States on a full‑time basis without employer sponsorship.

What You Will Do

Broker/Dealer Integration

• Trust Accounting System – Schwab uses the Black Diamond Trust (AKA “BDT”, formerly Innovest/InnoTrust) accounting system. The position will require analysis, leading to implementation of enhancements to the processes of the PTS business. This includes Schwab broker/dealer systems and the Black Diamond Trust system.
• ASDD files – PTS utilizes Schwab’s Advisor Services Data Delivery data files as part of the broker/dealer and BDT integration. The PTS Cross-Product Strategy Sr. Manager will be tasked with optimizing the data in those files and how they are consumed by BDT.
• APIs – The PTS Cross-Product Strategy Sr. Manager will look for new ways to improve the user experience through API usage. The role will require significant partnerships with the BDT vendor, Schwab Tech teams, and the PTS Platform team.

Data Integrity

• Cost Basis – The PTS Cross-Product Strategy Sr. Manager will work closely with members of the Cost Basis and Tax teams at Schwab. The role will require expertise in cost basis, corporate actions, general securities processing, and trust tax to effectively partner with Schwab resources to apply their guidance to the PTS business.
• Tax – The role will require working closely with the PTS Operations team, the PTS tax vendor, as well as the PTS fiduciary tax team to ensure processes and procedures are optimized to automate where possible, optimizing efficiency and accuracy of the data in the trust system and protecting the firm against risk.

Project Management

• Small Project Lead – The PTS Cross-Product Strategy Sr. Manager will act as a project manager for small implementation projects within PTS. The role will require exceptional communication and organization skills.
• Work with leaders – The PTS Product Team frequently create and present business cases to PTS and Schwab leaders. Excellent written and verbal communication skills are required.

Client Feedback and Communication

• Release Notes – The role will require interpretation of Black Diamond Trust system release notes. It will require a deep understanding of how Schwab and its clients use the system in order to produce a custom release notes communication.
• User Guides – The PTS Product Team is responsible for creating and updating user guides to help both internal and external users utilize the BDT system.
• Procedures – The PTS Cross-Product Strategy Sr. Manager will work closely with leaders within PTS to ensure that all employees are optimizing their usage of the system and have procedures that are updated accordingly.

What you have

• 10+ years of relevant work experience, including background in broker/dealer operations and trust accounting system processing and support
• Project management experience using project management disciplines, schedules, etc
• Experience working with a variety of data file formats, reading data files, translating files to Excel
• SQL query skills highly desired
• Experience in trust back‑office processing
• Experience with the Black Diamond Trust (formerly InnoTrust) trust accounting system
• Financial services designations like CTFA or CSOP desired
• Strong orientation to clients, including ability to understand needs and apply this knowledge to implementations and systems support
• Strong analytical skills, including ability to quickly analyze data to identify key insights and apply them to the business
• Strong business judgment, including ability to balance tasks and evaluate and address risks
• Be able and available to travel to out‑of‑town meetings or client sites, as needed. Travel would be very minimal (likely 1–2 trips per year)

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

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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