Manager, System Support (Personal Trust Services)

Pay range: 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, 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.

• 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.

• 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.

• 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

• 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