Charles Schwab Corporation

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Job Locations US-NV-Henderson
The Senior Team Manager is responsible for building and maintaining relationships with registered investment advisors, trust beneficiaries, and other interested parties for an assigned book of business consisting of large family relationships and key investment advisor relationships utilizing the Charles Schwab Trust Company of Delaware. In addition, the Senior Team Manager is responsible for the management of a Personal Trust Administrative Team. The Senior Team Manager assures compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations in the context of their responsibilities.
Requisition ID
2020-51501
Category
Banking
Position Type
Regular
Requisition Post Information* : Post End Date
3/31/2020
Job Locations US-IL-Chicago
Charles Schwab Trust Company delivers a focused set of trust services that are designed by an investment company for investors and their advisors to complement Schwab’s overall wealth management capabilities. Our team of client-focused trust professionals partners with clients and their advisors to ensure that clients’ legacies are carried forward with the expertise, unbiased decision-making, and fiduciary responsibility imbued in Schwab’s values. The Senior Trust Services Consultant is a key member of our growing trust organization and is responsible for educating and collaborating with internal and external partners to identify, develop and close high-value business opportunities and ensure exceptional client and partner experiences that lead to qualified referrals from clients and centers of influence.
Requisition ID
2020-51405
Category
Banking
Position Type
Regular
Requisition Post Information* : Post End Date
4/10/2020

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