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. Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.
Position allows for 100% remote work.
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.
What you are good at:
Qualified candidates are aspiring financial professionals with a desire to grow within SchwabEffectively communicate and follow-up with partners, advisors, attorneys and clientsActively participate in special projects and initiatives in the spirit of innovation, collaboration, and communityHighly organized professional with the ability to take ownership, prioritize, manage and execute multiple responsibilitiesAbility to handle large volume of inbound leads or inquiries in an efficient mannerEnergetic and highly motivated self-starter with problem-solving mindsetCollaborative team player with contagiously positive, outgoing, can-do attitudeCreating data to support Trust teammates in developing new businessActing as secondary business development and sales support resource for all Schwab clients and prospects when the RTC is unavailableProactively supporting Regional Trust Consultants (RTCs) in lead generation and pipeline maintenance through relationship management, CRM proficiency, and client follow-upProviding ongoing feedback to internal partners regarding available new solutions, services, pricing, and marketing materialsExecuting timely and relevant information to field partnerships, while proactively anticipating the needs of RTCsbility to provide cursory reviews of trust documentsDemonstrate excellent communication & partnership skills within various partnershipsDelivering an exceptional experience through meeting all service level agreementsAbility to adapt quickly to support teammates and clientsDemonstrating excellent priority management skills in real-timeWhat you have Minimum five years experience in the trust industry. 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 preferred3+ years of relationship management experience in developing enhanced affiliations with field partners to support business development activitiesProven ability to influence others, provide an excellent experience while delivering specific product and technical knowledge for all Trust offeringsAptitude to quickly build knowledge base around Banking and Trust Services offeringsExcellent 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 addressedStrong internal and external customer focus, including ability to think in terms of client experience/perspectiveEffective presentation and public speaking skillsSelf-starter, problem resolution skills with a strong acumen around delivering and receiving constructive feedbackProven confidence with technology and the ability to understand & teach new systems/applications with easeProactive daily self-developmentOutstanding time management and organizational skillsStrong adaptability to changeBachelor’s degree is a plus
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
#SchwabBTSJobs
Options Apply for this jobApplyShareRefer a friendRefer Sorry the Share function is not working properly at this moment. Please refresh the page and try again later. Share on your newsfeed
Why work for us?
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.
We offer a competitive benefits package to our full-time employees 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 Application FAQsSoftware Powered by iCIMS
www.icims.com