Charles Schwab

Manager, System Support (Personal Trust Services)

Charles Schwab$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years supporting business systems and technology across Broker Dealer domains.
  • 3+ years managing projects using Agile methodologies.
  • Experience with multiple data file formats and translating technical requirements.
  • Strong experience in gathering business requirements and workflows.
  • Proven track record in cross-functional collaboration.
  • Excellent analytical, organizational, and problem-solving skills.
  • Proficiency in Microsoft Office Suite and Visio.

Responsibilities

  • Support and optimize Personal Trust Services systems and platforms.
  • Coordinate system releases and production support activities.
  • Lead projects using Agile and established project management disciplines.
  • Document and translate business requirements and user experiences.
  • Manage data conversions and business process improvements.
  • Collaborate with stakeholders and vendors on business solutions.
  • Evaluate operational risks and recommend balanced solutions.
  • Influence cross-functional teams to drive project success.

Benefits

  • Opportunity to make a significant impact on client financial futures.
  • Engage in a collaborative and innovative work environment.
  • Access to career development and growth opportunities.
  • Participation in strategic business initiatives.
Full Job Description
Your Opportunity

At Charles Schwab, you are empowered to make an impact on your career while helping clients own their financial futures. As a Manager, System Support within Personal Trust Services (PTS), you will support the technology, systems, processes, and operational capabilities that enable Schwab's personal trust offerings, including Administrative Trustee Services, Schwab Personal Trust Services, Trusteed IRA, Personal Trust Reporting Services, Trust Outsourcing, and Sub-Custody.  This individual contributor role serves as a key partner across business, operations, technology, and vendor teams, helping deliver system enhancements, releases, custom reporting, data conversions, and business initiatives that drive operational excellence and exceptional client experiences. 

What You'll Do: 

  • Support and optimize Personal Trust Services systems and platforms.
  • Coordinate system releases, testing, enhancements, and production support activities.
  • Lead and support projects using Agile and established project management disciplines.
  • Gather, document, and translate business requirements, workflows, use cases, and user experiences.
  • Coordinate data conversions, reporting requests, file integrations, and business process improvements.
  • Partner with internal stakeholders and external vendors to deliver business solutions.
  • Evaluate operational risks and recommend solutions that balance client, regulatory, and business needs.
  • Influence cross-functional teams and drive initiatives to successful completion. 
What you have

REQUIRED QUALIFICATIONS 

  • 5+ years of relevant experience supporting business systems, technology implementations, operations, or related functions while collaborating across Broker Dealer domains including Client Central, CAT, CMT, DAI, GDT, AS, IS, CRT, S.com, MyQ, or similar enterprise platforms.
  • 3+ years of project management experience utilizing Agile and other project management methodologies.
  • 3+ years of experience working with multiple data file formats and translating technical and business data requirements.
  • Experience gathering and documenting business requirements, workflows, use cases, and user stories.
  • Experience working within cross-functional, matrixed organizations.
  • Strong analytical, organizational, and problem-solving skills.
  • Strong written and verbal communication skills with the ability to influence stakeholders.
  • Proficiency with Outlook, Excel, Word, PowerPoint, and Visio.

 

PREFERRED QUALIFICATIONS 

  • Personal trust, trust administration, fiduciary services, or trust operations experience.
  • Working knowledge of SQL and relational data structures.
  • Experience with JIRA, Confluence, and SharePoint.
  • Experience supporting system conversions, integrations, reporting solutions, or platform enhancements. 

 

SKILLS FOR SUCCESS:

  • Trust Systems & Platform Expertise
  • Project Management & Agile Delivery
  • Business Analysis & Requirements Development
  • Data Analysis & Reporting
  • Stakeholder Partnership & Influence
  • Problem Solving & Risk Assessment
  • Client Focus & Service Excellence
  • Vendor Relationship Management
  • Change Management & Continuous Improvement
  • Communication & Executive Presence 

 

About Charles Schwab

Charles Schwab is a financial services company that provides a full range of securities, brokerage, banking, money management, financial advisory, investor, and retirement plan services. It operates in four main divisions; investing, wealth management, banking, and trading. Charles Schwab provides a full-service brokerage platform that serves individual investors who invest on their own or through a workplace-sponsored retirement or equity plan, as well as banking through Schwab Bank. The firm was founded in 1973 and is headquartered in San Francisco, California.

Charles Schwab Careers

Join the vibrant team at Charles Schwab, a leader in global finance, where your career is propelled by innovation, leadership, and a commitment to diversity and professional growth. At Charles Schwab, we offer more than just job opportunities; we provide a platform for you to make a significant impact on the industry and our clients' lives.

Work You’ll Do

At Charles Schwab, we are dedicated to helping our clients manage their financial futures. Being part of our team means you'll work alongside some of the most skilled professionals in the financial services industry. Our culture thrives on teamwork, integrity, and relentless dedication to our clients. Whether you're looking for a position in financial consulting, technology, or administrative support, Charles Schwab offers a dynamic work environment where your skills will be honed and your achievements recognized.

Innovate and Lead

Embrace the opportunity to lead through innovation. Charles Schwab’s commitment to technology and innovation is fundamental to our service delivery. By joining our team, you will be at the forefront of developing new solutions that redefine the future of finance. Your leadership can guide significant projects that impact our company and the industry.

Grow Your Career

Charles Schwab believes in fostering the growth of its employees. Whether through professional development programs, diversity training, or leadership workshops, we ensure that our team members receive the support and training they need to advance their careers. With a variety of career paths available, your job at Schwab can evolve with your interests and expertise.

Internship and Employment Opportunities

Start your professional journey with Charles Schwab through our internship programs or full-time employment opportunities. We seek individuals who are passionate, curious, and ready to drive change. A career at Schwab is not just about having a job; it's about building a lasting relationship with a company that values your potential.

Benefits and Culture

Charles Schwab is renowned for its employee-friendly culture. We offer a comprehensive benefits package that supports the health, financial stability, and work-life balance of our team members. From competitive salaries and bonuses to health insurance and retirement plans, Schwab ensures that your career is as rewarding as it is enriching.

Networking and Professional Development

Expand your professional network and enhance your skills through our various networking events, mentorship programs, and training sessions. At Charles Schwab, we believe in leveraging collective expertise to foster learning and innovation. Engage with leaders, gain insights from experienced professionals, and build relationships that will aid your career trajectory.

Join Our Team

Explore the numerous career paths available at Charles Schwab and discover how your talents can be utilized to their fullest potential. Search open positions that match your skills and interests. We are continuously hiring across various disciplines and look forward to adding innovative, driven individuals to our team.

Stay Connected

Keep up to date with the latest from Charles Schwab Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and be the first to know about new openings, company news, and professional tips.

Explore Charles Schwab Jobs

Ready to take the next step in your career? Visit our careers page to review current job openings, submit your resume, and prepare for your interview. At Charles Schwab, your future is waiting. [SEARCH CHARLES SCHWAB JOBS] Join Charles Schwab today and be part of a team that values diversity, innovation, and leadership—where your career can thrive in the exciting world of finance.
Learn more about Charles Schwab
Size
34,200 employees
Market Cap
$151.6 billion
Industry
Net Income
$3.2 billion
Founded
1973
5 Year Trend
+20%
Revenue
$12.1 billion
NASDAQ

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