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Senior Manager, Personal Trust Strategy — Cross-Product

Job in Lone Tree, Douglas County, Colorado, 80124, USA
Listing for: Charles Schwab
Full Time position
Listed on 2026-06-18
Job specializations:
  • Management
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Lone Tree seeks a PTS Cross-Product Strategy Sr. Manager. This role involves enhancing trust accounting processes through analysis and implementation, optimizing data files for better integration with Black Diamond Trust, and leading small project implementations. Candidates should have over 10 years in broker/dealer operations and trust accounting, alongside project management skills. The position emphasizes communication and strong analytical judgment within a collaborative work environment.
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Position Requirements
10+ Years work experience
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