Join Charles Schwab as the Director of Trust Administration, where you will lead and supervise trust administration teams, ensuring compliance and high performance while developing innovative trust products. This role combines strategic leadership with operational oversight, offering the chance to make a significant impact on client experiences and team development.
Key Responsibilities
Lead and supervise multiple trust administration teams
Develop and maintain a high performing team
Create and provide training and support for team members
Travel for business events and team engagement activities
Oversee overall team performance and conduct annual performance reviews
Develop an Ultra High Net Worth administration team
Serve as Chair of the discretionary distribution committee
Implement oversight of policies, procedures, and controls
Prepare and present quarterly summaries of team activities
Partner with compliance, audit, and operational risk teams
Oversee the timely and accurate execution of core deliverables
Serve as Sr. site leader for the Delaware Office location
Attend and coordinate external personal trust events
Analyze, document, and optimize trust administration processes
Help develop business vision and strategy
Required Qualifications
15+ years’ experience in personal trust
6+ years of proven success in a leadership role within trust administration
Strong knowledge of the principles of trust administration
Practical experience in administering trusts governed by Delaware and Nevada law
Preferred Qualifications
Bachelor’s degree or advanced degree
Strong leadership and interpersonal skills
Inspiring people leader skills
Purpose driven leader
Superior organizational skills
Excellent interpersonal and communications skills
Strong emotional intelligence/maturity
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance