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'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
Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.
