Manager, Trust Program Management

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 location.

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 Manager, Trust Program Management is a key member of our growing trust organization and is
responsible for supporting all personal trust program functions and working closely with various
business partners across the organization to ensure all program features work as designed and meet
internal operational needs and Schwab client needs. Additionally, the Manager, Trust Program
Management is responsible for coordinating and managing all Personal Trust Committee meetings and
meeting materials.

Schwab follows the three lines of defense model of risk governance. The Manager, Trust Program
Management 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.

• 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

Classification: Schwab Internal• 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

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

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

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