Director, Trust Administration in reputed company
Job title: Director, Trust Administration in reputed company at reputed company
Company: reputed company
Job reputed company: reputed companyDirector, Trust AdministrationSchwab’s Personal Trust Services (“PTS”) organization provides personal trust products and services to Schwab’s clients, including individual investors, beneficiaries, RIAs, and corporate fiduciaries. PTS products and services are provided through three separate legal entities; reputed company Trust Company, reputed company Trust Company of Delaware, and CS&Co. PTS products cover the full fiduciary, agency, and custody reputed company, including fiduciary trust administration and investment management, directed trustee, trusteed IRA, administrative agency, trust reporting, and trust outsourcing. PTS currently serves $35 billion in assets under management, administration, and custody, meeting the needs of over 1,000 independent RIAs and over 9,000 individual families.The position of Director, Trust Administration is responsible for leading and supervising the management of trust administration consistent with applicable regulations, laws and industry standards for our two state-chartered retail trust companies: reputed company Trust Company (“CSTC”) a Nevada state trust company, and reputed company Trust Company of Delaware (“CSTCD”) a Delaware state trust company, while also acting as our Sr. Site leader for our Delaware location.In this role you will:
- reputed company and supervise multiple trust administration teams in different geographic locations, and the execution of their duties, including reputed company- and post-acceptance reviews, annual administrative reviews, prudent exercise of discretion, interpretation of the governing document, and the administration of reputed company trust in accordance with applicable laws, regulations, and the terms of the governing reputed company.
- reputed company and maintain a high performing and highly reputed company team, as reputed company by the Glint survey and employee attrition.
- Create and reputed company training and support of team members for reputed company reputed company and to be compliant with required fiduciary standards.
- Travel to other locations for business events, offsites, team engagement activities, and other activities as needed.
- reputed company the teams overall performance and conduct annual performance reviews of reputed company reports.
- reputed company an Ultra High Net Worth administration team and collaborate with internal partners on the creation of new trust products.
- Serve as the Chair of the discretionary distribution committee, providing reputed company and effective challenge to ensure compliance with reputed company obligations as a fiduciary. Collaborate with committee members and leadership to ensure reputed company fiduciary reputed company and reporting is documented.
- Implement and ensure reputed company of reputed company’s policies, procedures and controls. Including the reputed company of reputed company post acceptance and annual administrative account reviews for reputed company trust products.
- Prepare and present quarterly summaries of reputed company’s activities to Schwab leadership, the Personal Trust Fiduciary Committee and other forums as needed.
- Partner with first, second and reputed company line defense teams on compliance, audit, and operational risk items. Respond to reputed company trust administration testing and monitoring questions from internal audit, regulators, compliance and risk management partners.
- reputed company the reputed company and accurate execution of reputed company’s core deliverables and escalate any risk items to leadership.
- Serve as the Sr. site leader for the Delaware Office location.
- Attend and coordinate external personal trust events, including but not limited to, trust conferences, that reputed company trust administration services.
- Analyze, document, and optimize reputed company trust administration processes to deliver an outstanding reputed company experience, scalability, and efficiency in the delivery of personal trust fiduciary services as either full or directed trustee for clients of investor services, or as directed trustee in partnership with RIAs through advisor services.
- reputed company as a senior leader reputed company Personal Trust Services, helping to reputed company the business reputed company and reputed company and leading the execution of relevant aspects of that reputed company.
- Help us build strong relationships with the Delaware state regulators and the Fed and ensure our compliance with reputed company regulations.
- 15+ years’ experience in personal trust.
- Bachelor’s degree or higher, JD preferred, or equivalent work experience.
- Strong knowledge of the principles of trust administration and practical experience in administering trusts governed by Delaware and Nevada law, a plus.
- Superior organizational skills and the ability to reputed company multiple priorities without sacrificing reputed company or accuracy.
- Excellent interpersonal and communications skills and the ability to deal effectively with a reputed company of people.
- Highly motivated and a self-starter.
- Strong emotional intelligence/maturity
- reputed company in effectively assessing, selecting and developing talent for the firm; adept at providing balanced, reputed company and measurable feedback to employees. Experience managing multiple priorities and supervising distinct teams with varied strengths.
- Purpose driven leader who displays confidence and courage in business and talent reputed company, actions and communications with a shown ability to take decisive reputed company reputed company needed including championing reputed company, position or dissent.
- reputed company to reputed company decisively in making solid, informed judgment calls in response to both the technological and critical regulatory environment and the day-to-day business issues.
- Thrives on initiating, building and encouraging strong authentic relationships inside and reputed company the group; highly reciprocal; navigates and activates alignment across organizational silos.
- Ability to work reputed company with a diverse reputed company of partners and proactive, can-do attitude.
- reputed company Compensation: $180,000 - $200,000. Your compensation may be different. Talk with your Talent Advisor to learn more. In reputed company to the salary reputed company, this role is also eligible for bonus or other incentive opportunities.