Apply on Employer Site

Charles Schwab · 1 day ago

Manager, Retirement Plan Trust and Custody Products

US-TX-Austin

Full-time

Onsite

Senior Level

$82K/yr - $125K/yr

5+ years exp

Charles Schwab is a leading financial services company that empowers individuals to make an impact on their careers. The Manager of Retirement Plan Trust and Custody Products is responsible for overseeing the administration and product governance for Trust Bank Collective Trust Funds, while also acting as a regulatory subject matter expert for trust and custody services.

Financial Services

No H1B

Responsibilities

Administration, oversight and product governance for Trust Bank Collective Trust Funds (CTFs), including vendor oversight and collaboration, new account documentation review, reconciliations, trade approvals, and regulatory filings

Regulatory subject matter expert with responsibility for identification and reporting of abandoned plans, responses to legal and regulatory inquiries from agencies such as DOL, PBGC, IRS, and SEC, AML inquiries, and preparation of specific regulatory reports including Form 5500 Schedule H

Act as regulatory subject matter expert, handling inquiries, reporting, and filings with agencies such as DOL, PBGC, IRS, and SEC

Support internal and external audits, prepare management and committee reports, and ensure timely, accurate documentation and responses

Develop and maintain compliant policies and procedures; facilitate biennial reviews for all Trust Bank policies and committee charters

Qualification

TrustCustody expertiseRegulatory compliance knowledgeForm 5500 preparationFinancial services experienceMicrosoft Office proficiencyHigh integrityCommunication skillsClient focusOrganizational skillsAttention to detail