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Senior Manager, Personal Trust Strategy — Cross-Product

Charles Schwab

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. #J-18808-Ljbffr Charles Schwab

Vacancy posted 1 day ago
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