CFA Institute
Sr. Wealth Regional Trust Consultant
CFA Institute, Chicago, Illinois, United States, 60290
Position Type:
Regular Your opportunity
The Senior 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 business Collaborate 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 provides Partner and collaborate with teammates, consultants, attorneys, and clients to deliver superior client service during the pre-acceptance trust process Assist 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 trustee Effectively communicate and provide timely follow-up with partners, advisors, attorneys and clients Comply with state and federal banking regulations and internal policies and procedures regarding asset eligibility, OFAC, AML, and Customer Identification Program Actively 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 trusts JD 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 candidates Prior 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) preferred Prior 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
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 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 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
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Regular Your opportunity
The Senior 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 business Collaborate 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 provides Partner and collaborate with teammates, consultants, attorneys, and clients to deliver superior client service during the pre-acceptance trust process Assist 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 trustee Effectively communicate and provide timely follow-up with partners, advisors, attorneys and clients Comply with state and federal banking regulations and internal policies and procedures regarding asset eligibility, OFAC, AML, and Customer Identification Program Actively 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 trusts JD 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 candidates Prior 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) preferred Prior 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
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 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 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
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