Trust Team Manager manages and oversees a team of Trust Officers assigned to the largest and most complex trust accounts. May manage the administration of other credit and wealth management related products and services. Being a Trust Team Manager typically requires a bachelor's degree. Typically reports to a head of a unit/department or Top Executive. The Trust Team Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Trust Team Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)
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Our mission is to provide a world class experience for our clients and to provide an opportunity for them to achieve their financial goals. Specifically, the Trust Administration team here at Schwab is a part of the greater RBS Operational Control and System Optimization Team supporting Charles Schwab Trust Bank. The Trust Administration team plays a vital role as they are responsible for the first line risk management activities relating to the administration of Trust Bank retirement accounts. Through proper documentation and due diligence, this team ensures all accounts opened meet regulatory and Schwab policy requirements. The Team Manager also is responsible for ensuring that third parties comply with their contractual and risk management obligations. The Manager is also responsible for completing committee reporting to various management, risk and board committees.
This Team Manager will play a key role and will oversee a small team (currently 2 individuals) providing training, guidance, oversight and support. The team partners frequently with our Legal and Compliance departments as well as directly with the business partners, presenting many opportunities for exposure within the firm and the ability to make an impact.
Required Qualifications
Preferred Qualifications