The Senior Schwab Wealth Regional Trust Consultant is responsible for collaborating both with internal and external partners to identify, develop and acquire new business opportunities, primarily focusing on Ultra High Net Worth trust relationships for Charles Schwab Trust Company. This individual will serve as a subject matter expert for directed trusts, relevant Nevada statutes, advantages of Schwab Wealth Trust Services, and all procedural aspects of trust onboarding in order to ensure exceptional client and partner experiences
Work directly with internal and external partners to identify, develop and acquire new to CSTC UHNW trust businessCollaborate with internal partners (e.g. Wealth Strategists, Schwab Wealth Advisors, Regional Banking Managers) to drive awareness of the trust offer and promoting the personal trust services Schwab providesPartner and collaborate with teammates, consultants, attorneys, and clients to deliver superior client service during the pre-acceptance trust processAssist in review of trust agreements, legal documents, asset statements, etc. to assess acceptability of trust provisions and assets, profitability, and potential for risk in serving as trusteeEffectively communicate and provide timely follow-up with partners, advisors, attorneys and clientsEffectively communicate and provide timely follow-up with partners, advisors, attorneys and clientsComply with state and federal banking regulations and internal policies and procedures regarding asset eligibility, OFAC, AML, and Customer Identification ProgramActively participate in special projects and initiatives in the spirit of innovation, collaboration, and community What you have Strong knowledge of trust principles and 8+ years of practical experience working with personal trustsJD with relevant coursework or CTFA preferred; may consider candidates who aspire to complete CTFA within three years as a condition of continued employment for highly qualified candidatesPrior experience with trusts governed by Nevada law and experience with trusts governed by the law of other top-tier jurisdictions (e.g. Delaware, South Dakota, New Hampshire) preferredPrior experience working with directed trusts preferred
Demonstrated ability to develop and nurture internal and external partnerships to provide influence and drive business results
Aptitude for distilling complex legal information into understandable terms to deliver engaging presentations; equally adept at substantive trust conversations with estate planning attorneys or other skilled partners
Highly organized professional with the ability to take ownership, prioritize, manage and execute multiple responsibilities
Collaborative team player; highly motivated self- starter with problem-solving mindset
Availability to travel periodically 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?Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Application FAQs
Software Powered by iCIMS
www.icims.com