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About the Role

The Manager, Trust Program Management is a key member of the Personal Trust Services organization, responsible for supporting all personal trust program functions. This role involves working closely with business partners to ensure program features meet operational and client needs, and coordinating Personal Trust Committee meetings and materials. The position also plays a role in risk governance, assuring compliance with policies, procedures, and regulations.

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

Requirements

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

Skills

Problem-solving
Risk management
Governance reporting
Analytical skills
Organizational skills
Program management
Written communication
Verbal communication
Presentation skills
Critical thinking

Location

On site

Work Type

On site
Full-time

Experience Level

5+ years

Education Level

Bachelor’s degree or higher or equivalent experience

Benefits

Bonus or incentive opportunities

About the Company

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 TrustCompany, 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.