Top 477 Trust manager Jobs in Omaha Ne

Senior Client Service Manager, Personal Choice Retirement Accounts
Charles Schwab —Omaha, NE
- $33.65 - $43.27 an hour
- Hybrid work
- Research
- Office
- Analysis skills
- Paid parental leave
- Employee stock purchase plan
Senior HR Generalist
Eaton —Omaha, NE
- $86,000 - $126,000 a year
- Background check
- Master's degree
- Bachelor's degree
- Relocation assistance
- Retirement plan
6d
Client Relationship Specialist - Omaha, NE
Charles Schwab —Omaha, NE
- $22.02 - $35.05 an hour
- Office
- 1 year
- Communication skills
- Paid parental leave
- Employee stock purchase plan
5d
Director — Talent Assessment Science
Gallup —Omaha, NE
- $150,000 - $175,000 a year
- Hybrid work
- Writing skills
- Office
- Doctor of Philosophy
- Health insurance
- Dental insurance
Outside Sales - Regenerative Agriculture
Seacole-CRC, LLC —Omaha, NE
- $80,000 - $100,000 a year
- Full-time
- Background check
- 5 years
- Bachelor's degree
- Mileage reimbursement
- Health savings account
Quick Apply
Tax Manager (CPA) Partner Track
Nosal Professional Group PC —Omaha, NE
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- Research
Quick Apply
Sales Project Manager (W-2 Commission- Only)
Moose Roofing —Omaha, NE
- $50,000 - $250,000 a year
- Contract
- Mid-level
- US work authorization
- Fair chance
- Paid training
- 401(k) matching
Quick Apply
Director of Acute Behavioral Health (RN)
Children's Nebraska —Omaha, NE
- Full-time
- Acute care
- Nursing
- 7 years
PRN Medical Social Worker
Monarch Hospice of Nebraska —Omaha, NE
- $33 - $38 an hour
- PRN
- Master of Social Work
- Mid-level
- Driver's License
- Mileage reimbursement
Quick Apply
Senior HR Specialist
Detego Health —Omaha, NE
- $85,000 - $125,000 a year
- Full-time
- Background check
- 5 years
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Supervisor of Clinical Therapy - Crisis Assessment Center - Nights
Children's Nebraska —Omaha, NE
- Full-time
- Writing skills
- BLS Certification
- Mid-level
Territory Manager
PVS DX, Inc. —Bellevue, NE
- Full-time
- Hybrid work
- Basic math
- 3 years
- Bachelor's degree
- Mileage reimbursement
- Health savings account
Quick Apply
Director of Healthcare (RN or LPN)
Heritage Communities —Omaha, NE
- Full-time
- CPR Certification
- Nursing
- Clean driving record
- Disability insurance
- Health insurance
Quick Apply
Account Executive - End User Sales
Miner, LTD —Omaha, NE
- $60,000 - $90,000 a year
- Full-time
- Clean driving record
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Manager II, Environmental Health Safety Security
Oatey —Omaha, NE
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
- Profit sharing
- Paid parental leave
Manager, Digital Marketing
United Way of the Midlands —Omaha, NE
- $55,000 - $65,000 a year
- Weekends as needed
- Marketing
- 5 years
- Mid-level
- Disability insurance
- Health insurance
Quick Apply
Lead Clinical Therapy (LIMHP) Crisis Assessment Center - 24-hrs per week
Children's Nebraska —Omaha, NE
- Part-time
- Writing skills
- BLS Certification
- Mid-level
Warehouse Operations Manager
Cohere Beauty Omaha Inc —Omaha, NE
- $80,000 - $90,000 a year
- Full-time
- 5 years
- Bachelor of Science
- Bachelor's degree
Quick Apply
Account Executive/Sales
Capo Consulting —Lavista, NE
- $65,000 - $85,000 a year
- Full-time
- Marketing
- Mid-level
- Driver's License
- Health insurance
- Dental insurance
Quick Apply
General Dentist - Bennington, Nebraska
Dental Care of Bennington —Bennington, NE
- Full-time
- Dental office
- Doctoral degree
- Current TB test
- Health insurance
- Dental insurance
Quick Apply

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trust manager jobs near omaha ne

Senior Client Service Manager, Personal Choice Retirement Accounts

Charles Schwab -
Omaha, NE

Apply Now

Job Details

$33.65 - $43.27 an hour

Benefits

Paid parental leave
Employee stock purchase plan
Health insurance
Dental insurance
Tuition reimbursement
Parental leave
Vision insurance
401(k) matching
Sabbatical

Qualifications

Database systems
Professional ethics
Word embeddings
Meeting facilitation
Productivity software
Delegation

Full Job Description

Position Type: Regular

Your opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site 4 days per week in one of the specified locations.

Applicants must be currently authorized to work in the United States on a full-time basis without employer sponsorship.

Schwab is an industry leading provider of retirement and health savings brokerage solutions to employers and their employees through our PCRA (Personal Choice Retirement Account) & HSBA (Health Savings Brokerage Account) solutions, a component of Personal Choice Investment Services (PCIS). The PCIS business model is B2B2C and offered through multiple distribution partnerships that include Third-Party Administrators (TPAs), Health Savings Providers, Independent Record-Keepers (IRKs), Trust Companies, Financial Advisors, and Institutional Retirement Plan providers. PCIS has over 150 partnership relationships, representing over 30,000 employers that offer a Schwab retirement or health savings brokerage solution.

PCIS is growing rapidly by helping third parties offer investment platforms that complement their businesses and support greater retirement and health care investment flexibility through PCRA and HSBA. PCIS is hiring a Sr. Client Service Manager to support B2B client-facing service and operational responsibilities. As the primary liaison between Retirement Plan Providers and Schwab, the Sr. Client Service Manager will strengthen existing relationships by delivering exceptional service, taking initiative, and addressing critical client needs.

As a Sr. Client Service Manager (individual contributor), you will manage day-to-day client relationships and oversee PCRA/HSBA client needs, including issue resolution, internal coordination, client presentations, and project support. Working closely with clients and business partners across PCIS Service, Operations, and Trading, you will serve as a subject matter expert and take the lead in addressing client matters related to daily file transfers, account management, money movement, account transfers, trading resolution, problem resolution, and service enhancements.

What you’ll do:

Responsibilities for the iPCRA Sr. Client Service Manager include, but are not limited to:

Lead service relationships with premier clients. Act as the primary contact for clients and internal partners to support the iPCRA Provider Service Team.
Build strong client relationships, collaborate effectively with internal partners, and lead or delegate client issues through successful resolution.
Take a holistic approach to each client interaction by understanding related issues and events, collaborating with peers, and delivering a consistent, well-coordinated client experience.
Manage multiple priorities while maintaining strong productivity to meet project objectives, deadlines and service level standards.
Serve as a subject matter expert. Build deep knowledge of the PCIS product and service suite and clearly explain it to top-tier clients and internal partners.
Deliver accurate, timely information to support team members, clients, and partners with analysis, research, problem-solving, and complex inquiries.
Facilitate productive meetings and presentations, both virtually and in-person, with clients, partners, and team members, with required travel of approximately 5-10%.
Perform duties with confidence, minimal supervision, and sound judgment to enhance client satisfaction while mitigating risk.
Adhere to all compliance/risk procedures and follow corporate and industry protocols.

What you have

To ensure that we fulfill our promise of “challenging the status quo,” this role has specific qualifications that successful candidates should have.

Required Qualifications

5+ years of experience, preferably in financial service industry working with brokerage, employer sponsored retirement plans, employee benefits, Third Party Administrators (TPA’s) and/or Recordkeeping services.
3+ years of client-facing experience, preferably working with employer sponsored retirement plans.
Bachelor's degree or equivalent experience.
Digital proficiency, with the ability to utilize multiple applications at one time, including MS Word and Excel, internet researching, database systems, and email.
Strong service and client contact skills, along with excellent interpersonal, verbal, and written communication skills.
Ability to plan/ lead client and internal partner meetings in a professional, consultative, and effective manner.
Advanced analytical skills with the ability to prioritize complex tasks
Sense of urgency, excellent operational, organizational and follow-up skills with the ability to manage and process complex work.
Positive attitude, team orientation, enthusiasm, professionalism, and strong work ethic with high level of integrity and ethics

Licenses not required

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. 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

Apply Now

Refine Your Search

trust manager jobs in omaha ne

Senior Client Service Manager, Personal Choice Retirement Accounts

Senior HR Generalist

Client Relationship Specialist - Omaha, NE

Director — Talent Assessment Science

Outside Sales - Regenerative Agriculture

Tax Manager (CPA) Partner Track

Sales Project Manager (W-2 Commission- Only)

Director of Acute Behavioral Health (RN)

PRN Medical Social Worker

Senior HR Specialist

Supervisor of Clinical Therapy - Crisis Assessment Center - Nights

Territory Manager

Director of Healthcare (RN or LPN)

Account Executive - End User Sales

Manager II, Environmental Health Safety Security

Manager, Digital Marketing

Lead Clinical Therapy (LIMHP) Crisis Assessment Center - 24-hrs per week

Warehouse Operations Manager

Account Executive/Sales

General Dentist - Bennington, Nebraska

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