Regional Trust Associate
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
The Regional Trust Associate is a key member of our Banking & Trust Services (BTS) National Sales Team and is responsible for partnering with our internal Trust Services teams, Schwab’s Investor Services (IS) and Advisor Services (AS) colleagues, Registered Investment Advisors (RIAs), and clients regarding inquiries for which Charles Schwab Trust Company or Charles Schwab Trust Company of Delaware are being sought as a future successor trustee.
- Qualified candidates are aspiring financial professionals with a desire to grow within Schwab
- Effectively communicate and follow-up with partners, advisors, attorneys and clients
- Actively participate in special projects and initiatives in the spirit of innovation, collaboration, and community
- Highly organized professional with the ability to take ownership, prioritize, manage and execute multiple responsibilities
- Ability to handle large volume of inbound leads or inquiries in an efficient manner
- Energetic and highly motivated self-starter with problem-solving mindset
- Collaborative team player with contagiously positive, outgoing, can-do attitude
- Creating data to support Trust teammates in developing new business
- Acting as secondary business development and sales support resource for all Schwab clients and prospects when the RTC is unavailable
- Proactively supporting Regional Trust Consultants (RTCs) in lead generation and pipeline maintenance through relationship management, CRM proficiency, and client follow-up
- Preparing with RTCs for upcoming client & partner meetings
- Providing ongoing feedback to internal partners regarding available new solutions, services, pricing, and marketing materials
- Executing timely and relevant information to field partnerships, while proactively anticipating the needs of RTCs
- Ability to provide cursory reviews of trust documents
- Demonstrate excellent communication & partnership skills within various partnerships
- Delivering an exceptional experience through meeting all service level agreements
- Ability to adapt quickly to support teammates and clients
- Demonstrating excellent priority management skills in real-time
Position allows for 100% remote work. Ideal candidate is to be located in one of the following metropolitan areas:
- Dallas, TX
- Fort Worth,TX
- Southlake, TX
- Westlake, TX
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications
- Basic knowledge of trust principles along with practical experience working with personal trusts preferred; experience with trusts governed by Nevada or Delaware law a plus
- Consultative client-facing experience preferred
- 3+ years of relationship management experience in developing enhanced affiliations with field partners to support business development activities
- Proven ability to influence others, provide an excellent experience while delivering specific product and technical knowledge for all Trust offerings
- Aptitude to quickly build knowledge base around Banking and Trust Services offerings
- Excellent analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed
- Strong internal and external customer focus, including ability to think in terms of client experience/perspective
- Effective presentation and public speaking skills
- Self-starter, problem resolution skills with a strong acumen around delivering and receiving constructive feedback
- Proven confidence with technology and the ability to understand & teach new systems/applications with ease
- Proactive daily self-development
- Outstanding time management and organizational skills
- Strong adaptability to change
- Bachelor’s degree is a plus
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
#SchwabBTSJobs
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
Required Qualifications
- Basic knowledge of trust principles along with practical experience working with personal trusts preferred; experience with trusts governed by Nevada or Delaware law a plus
- Consultative client-facing experience preferred
- 3+ years of relationship management experience in developing enhanced affiliations with field partners to support business development activities
- Proven ability to influence others, provide an excellent experience while delivering specific product and technical knowledge for all Trust offerings
- Aptitude to quickly build knowledge base around Banking and Trust Services offerings
- Excellent analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed
- Strong internal and external customer focus, including ability to think in terms of client experience/perspective
- Effective presentation and public speaking skills
- Self-starter, problem resolution skills with a strong acumen around delivering and receiving constructive feedback
- Proven confidence with technology and the ability to understand & teach new systems/applications with ease
- Proactive daily self-development
- Outstanding time management and organizational skills
- Strong adaptability to change
- Bachelor’s degree is a plus
In addition to the salary range, this role is also eligible for bonus or incentive opportunities
#SchwabBTSJobs
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.