Sr. Wealth Regional Trust Consultant
1 week ago
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 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
-
Sr. Wealth Regional Trust Consultant
2 weeks ago
Chicago, United States Charles Schwab Full timePosition Type: RegularYour 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...
-
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.We pride ourselves on our enduring principles of service, expertise, and integrity,...
-
Sr. Trust Officer
2 weeks ago
Chicago, United States BritePros Medical Staffing Full timeSr. Trust Officer - To $150K - Chicago, IL - Job # 3403b Who We Are: The Symicor Group is a boutique talent acquisition firm based in Lincolnshire, IL & Rockport, TX. Our nationally unique value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants...
-
Sr. Wealth Strategist
2 months ago
Chicago, United States Fifth Third Bank Full timeMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Serves as the primary Wealth Planning expert and resource for high net worth prospects and client relationships (> $10MM investable and/or $15 million in net worth)...
-
Strategic Account Manager
3 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a leading global financial institution with a rich history dating back to 1889. We are committed to providing innovative financial services and guidance to the world's most successful individuals, families, and institutions.Our team of experts is dedicated to helping our clients achieve their financial goals through our...
-
Wealth Channel Marketing Manager
3 weeks ago
Chicago, Illinois, United States Northern Trust Full timeJob SummaryNorthern Trust, a leading financial institution, seeks a skilled Wealth Channel Marketing Manager to develop and execute integrated campaigns that expand and deepen relationships with clients and prospects.This role will serve as a strategic business partner, working closely with Northern Trust Wealth Management and NTAM's Wealth Client Group to...
-
Chicago, Illinois, United States Northern Trust Corp. Full timeAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution with a rich history dating back to 1889.We pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions by upholding our core values of service, expertise,...
-
Chicago, Illinois, United States Northern Trust Corporation Full timeAbout Northern Trust CorporationNorthern Trust Corporation, a leading global financial institution, has been providing innovative financial services for over 130 years. Our commitment to excellence is unwavering, and we strive to deliver exceptional results to our clients worldwide.We are currently seeking a highly skilled Fiduciary Portfolio Manager to join...
-
Head of Strategic Accounts- Wealth
1 week ago
Chicago, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Head of Strategic Accounts- Wealth
2 months ago
Chicago, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Strategic Account Manager
4 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.We take pride in our enduring principles of service, expertise, and...
-
Senior HR Business Partner, Wealth Management
3 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions. Our commitment to service, expertise, and integrity has earned us a...
-
Chicago, Illinois, United States Northern Trust Full timeAbout Northern Trust:Northern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889.We pride ourselves on providing innovative financial services and guidance to the world's most successful individuals, families, and institutions by upholding our core principles of service, expertise, and integrity.Job...
-
Chicago, Illinois, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.Job DescriptionWe are seeking a highly skilled Cyber Security Engineer to join our...
-
Wealth Management Head of Strategy
1 week ago
Chicago, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Chicago, Illinois, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized, award-winning financial institution with a rich history dating back to 1889. As a Fortune 500 company, we provide innovative financial services and guidance to the world's most successful individuals, families, and institutions.Job Title: Cyber Security Engineer: Zero Trust Management ConsultantJob...
-
Wealth Management Head of Strategy
1 week ago
Chicago, United States Northern Trust Full timeAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring...
-
Sr Associate, SW Eng
2 weeks ago
Chicago, United States Northern Trust Full timeAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
-
Wealth Management Account Coordinator
3 months ago
Chicago, Illinois, United States Northern Trust Corporation Full timeAbout Northern Trust Corporation:Northern Trust Corporation is a prestigious financial services firm with a legacy spanning over 130 years. We pride ourselves on delivering cutting-edge financial solutions to individuals, families, and institutions globally.We are seeking a Wealth Management Account Coordinator to become a vital member of our Global Family...
-
Wealth Management Head of Strategy
4 weeks ago
Chicago, Illinois, United States Northern Trust Full timeAbout Northern TrustNorthern Trust is a globally recognized financial institution with a rich history dating back to 1889. As a Fortune 500 company, we have established ourselves as a leader in the financial services industry.Our commitment to innovation, expertise, and integrity has enabled us to provide exceptional financial services and guidance to the...
