Join Schwab as the Director of Trust Administration, leading a dynamic team to manage trust services for individual investors and RIAs. Drive excellence in client service while ensuring compliance and fostering team development in a supportive and purpose-driven environment.
Key Responsibilities
Lead and supervise multiple trust administration teams
Develop and maintain a high performing and highly engaged team
Create and provide training and support for team members
Travel for business events and team engagement activities
Oversee team performance and conduct annual performance reviews
Develop Ultra High Net Worth administration team
Serve as Chair of the discretionary distribution committee
Implement and ensure oversight of team policies and procedures
Prepare and present quarterly summaries of team activities
Partner on compliance, audit, and operational risk items
Oversee timely 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 or similar structure
Strong knowledge of the principles of trust administration and 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
Experience managing multiple priorities and supervising distinct teams
Ability to work well with a diverse range of partners
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 yearsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance