3 дня назад
Manager, Trust Program Management (Fintech)
100 000 - 130 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Manager, Trust Program Management (Fintech): Supporting personal trust program functions, governance, risk management, and regulatory activities across Schwab’s trust organization with an accent on committee coordination, policy oversight, and cross-functional process consistency. Focus on facilitating audits and regulatory exams, monitoring compliance programs, and developing recommendations that improve trust operations and client outcomes.
Location: On site in Henderson, NV; Westlake, TX; Austin, TX; Phoenix, AZ; or Lone Tree, CO
Salary: USD $100,000–$130,000 per year, plus bonus or incentive opportunities.
Company
provides financial services, including personal trust products and services for individual investors, beneficiaries, registered investment advisors, and corporate fiduciaries.
What you will do
- Support personal trust program functions and coordinate across departments, product owners, process owners, and business partners.
- Manage meetings and materials for the Personal Trust Fiduciary Committee, Personal Trust Operating Committee, and Board of Directors.
- Support risk management programs, including risk and controls self-assessments, business continuity, incident management, records retention, complaints, loss reporting, and operational risk working groups.
- Facilitate regulatory examinations, internal testing, and audits.
- Oversee Trust Company policies, procedures, internal and external forms, and educational opportunities for employees.
- Develop, implement, and monitor programs that meet regulatory expectations and business objectives.
Requirements
- Bachelor’s degree or higher, or equivalent experience.
- 5+ years of experience in banking, financial services, trust and estate administration, or a related field.
- Experience with risk, management, and governance reporting.
- Strong analytical, research, problem-solving, organizational, communication, and presentation skills.
- Ability to synthesize data into recommendations and plans, identify root causes, and communicate solutions to senior management and frontline employees.
- Client-oriented, collaborative, and comfortable managing multiple priorities in a dynamic environment.
Culture & Benefits
- In-office collaboration and on-site work for this role.
- Health, dental, and vision insurance.
- 401(k) with company match and employee stock purchase plan.
- Paid vacation, volunteering time, parental leave, and family-building benefits.
- Tuition reimbursement and a 28-day sabbatical after five years of service for eligible positions.
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