Trust Program Manager - Risk & Governance Leader (Hybrid)

Charles Schwab; Lone Tree (CO); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k) with company match and Employee

stock purchase plan

Paid time for vacation, volunteering,

28‑day sabbatical after every 5 years

Paid parental leave and family

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab seeks a Manager, Trust Program Management to support Personal Trust Services. The role coordinates across departments, chairs committee materials, and ensures regulatory compliance and risk governance.

The ideal candidate has a bachelor's degree and 5+ years in banking/financial services, with strong leadership, communication, and analytical skills; emphasis on risk management, governance reporting, and improving client-focused processes.

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

• 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

Relationship management

Communication skills

Analytical thinking

Program management

Risk & governance reporting

Cross-functional collaboration

Education

Bachelor's degree or higher

Job description

Charles Schwab seeks a Manager, Trust Program Management to support Personal Trust Services. The role coordinates across departments, chairs committee materials, and ensures regulatory compliance and risk governance.

The ideal candidate has a bachelor's degree and 5+ years in banking/financial services, with strong leadership, communication, and analytical skills; emphasis on risk management, governance reporting, and improving client-focused processes.