Trust Operations Service Team Manager
Company: Charles Schwab
Location: Castle Rock
Posted on: January 19, 2023
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Job Description:
Position Type: Regular
Your Opportunity
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 position of Senior Manager (PL), Trust Transition and Support
is a leadership role responsible for management and oversight of a
service team within Personal Trust Services. The team works
directly with internal business partners and external clients to
ensure trustee's duties of asset custody and record keeping are
supported accurately and efficiently. They are also responsible for
developing team members for future growth opportunities within
Charles Schwab.
The Senior Manager (PL), Trust Transition and Support is
responsible for supervising processes and key risk items to confirm
team members perform daily functions as defined in procedures. They
are also responsible for reviewing and rewriting procedures,
identifying and implementing process efficiencies, and handling
risk.
Schwab follows the three lines of defense model of risk governance.
The Senior Manager (PL), Trust Transition and Support 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.
What you are good at
Why work for us?
Own Your Tomorrow embodies everything we do! We are committed to
helping our employees ignite their potential and achieve their
dreams. Our employees get to play a central role in reinventing a
multi-trillion-dollar industry, creating a better, more modern way
to build and manage wealth.
Benefits: A competitive and flexible package designed to empower
you for today and tomorrow. We offer a competitive and flexible
package designed to help you make the most of your life at work and
at home-today and in the future. Explore further .
Schwab is committed to building a diverse and inclusive workplace
where everyone feels valued. As an Equal Opportunity Employer, our
policy is to provide equal employment opportunities to all
employees and applicants without regard to any status that is
protected by law. Please click here to see the policy.
Schwab is an affirmative action employer, focused on advancing
women, racial and ethnic minorities, veterans, and individuals with
disabilities in the workplace. If you have a disability and require
reasonable accommodations in the application process, contact Human
Resources at or call .
TD Ameritrade, a subsidiary of Charles Schwab, is an Equal
Opportunity Employer. At TD Ameritrade we believe People Matter. We
value diversity and believe that it goes beyond all protected
classes, thoughts, ideas, and perspectives.
Keywords: Charles Schwab, Castle Rock , Trust Operations Service Team Manager, Executive , Castle Rock, Colorado
Click
here to apply!
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