Trust Program Management Lead – Hybrid & Impact

Charles Schwab; Phoenix (AZ); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

401(k) match

Paid time off

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health insurance

Job summary

Charles Schwab's Personal Trust Services seeks a Manager, Trust Program Management to coordinate personal trust program functions, work with partners to ensure features work as designed, and manage Personal Trust Committee and Board materials. This role acts as a first line of defense for CSTC/CSTCD, ensuring compliance with policies and regulations.

The position emphasizes centralized coordination, cross-functional liaison, risk management support, regulatory exams, policy maintenance, and the

Qualifications

• Bachelor's degree or higher or equivalent experience.
• 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.

Skills

Banking experience

Trust administration

Risk governance

Problem solving

Communication

Analytical

Organization

Client-oriented

Stakeholder management

Presentation

Education

Bachelor's degree

Job description

Charles Schwab's Personal Trust Services seeks a Manager, Trust Program Management to coordinate personal trust program functions, work with partners to ensure features work as designed, and manage Personal Trust Committee and Board materials. This role acts as a first line of defense for CSTC/CSTCD, ensuring compliance with policies and regulations.

The position emphasizes centralized coordination, cross-functional liaison, risk management support, regulatory exams, policy maintenance, and the