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Posted July 10, 2026
Charles Schwab

Manager, System Support (Personal Trust Services)

Charles Schwab
Lone Tree, Colorado, United States Full Time
USD $105,000.00 - $135,000.00 / Year

Your opportunity At Charles Schwab, you are empowered to make an impact on your career while helping clients own their financial futures. As a Manager,...

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Your opportunity


At Charles Schwab, you are empowered to make an impact on your career while helping clients own their financial futures. As a Manager, System Support within Personal Trust Services (PTS), you will support the technology, systems, processes, and operational capabilities that enable Schwab's personal trust offerings, including Administrative Trustee Services, Schwab Personal Trust Services, Trusteed IRA, Personal Trust Reporting Services, Trust Outsourcing, and Sub-Custody. 
 
This individual contributor role serves as a key partner across business, operations, technology, and vendor teams, helping deliver system enhancements, releases, custom reporting, data conversions, and business initiatives that drive operational excellence and exceptional client experiences. 

What You'll Do: 

  • Support and optimize Personal Trust Services systems and platforms.
  • Coordinate system releases, testing, enhancements, and production support activities.
  • Lead and support projects using Agile and established project management disciplines.
  • Gather, document, and translate business requirements, workflows, use cases, and user experiences.
  • Coordinate data conversions, reporting requests, file integrations, and business process improvements.
  • Partner with internal stakeholders and external vendors to deliver business solutions.
  • Evaluate operational risks and recommend solutions that balance client, regulatory, and business needs.
  • Influence cross-functional teams and drive initiatives to successful completion. 

What you have


REQUIRED QUALIFICATIONS 

  • Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship
  • 5+ years of relevant experience supporting business systems, technology implementations, operations, or related functions while collaborating across Broker Dealer domains including Client Central, CAT, CMT, DAI, GDT, AS, IS, CRT, S.com, MyQ, or similar enterprise platforms.
  • 3+ years of project management experience utilizing Agile and other project management methodologies.
  • 3+ years of experience working with multiple data file formats and translating technical and business data requirements.
  • Experience gathering and documenting business requirements, workflows, use cases, and user stories.
  • Experience working within cross-functional, matrixed organizations.
  • Strong analytical, organizational, and problem-solving skills.
  • Strong written and verbal communication skills with the ability to influence stakeholders.
  • Proficiency with Outlook, Excel, Word, PowerPoint, and Visio.

 

PREFERRED QUALIFICATIONS 

  • Personal trust, trust administration, fiduciary services, or trust operations experience.
  • Working knowledge of SQL and relational data structures.
  • Experience with JIRA, Confluence, and SharePoint.
  • Experience supporting system conversions, integrations, reporting solutions, or platform enhancements. 

 

SKILLS FOR SUCCESS:

  • Trust Systems & Platform Expertise
  • Project Management & Agile Delivery
  • Business Analysis & Requirements Development
  • Data Analysis & Reporting
  • Stakeholder Partnership & Influence
  • Problem Solving & Risk Assessment
  • Client Focus & Service Excellence
  • Vendor Relationship Management
  • Change Management & Continuous Improvement
  • Communication & Executive Presence 

 


What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

This listing expired on Jul 10. Applications are no longer accepted.

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