Vice President, Branch Manager

2 days ago

Chicago IL United States CFA Institute Full time
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.

As a Branch Manager, you work in the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today. A central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to clients. You will be responsible for increasing branch revenue while expanding its client base. Additionally, you will work closely with your team of Financial Consultants in implementing large scale and tactical sales strategies. Your typical day will include sales coaching, sales process management, training delivery, performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners, sharing of best practices, and performing compliance and administrative tasks characteristic of our industry. If you're looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you.

Your typical day will include:
  • Sales coaching and sales process management
  • Development of branch team with effective training and performance management
  • Client presentations with your sales team
  • Analysis of performance data for trends and actions
  • Interviewing prospective employees
  • Collaborating with business partners and sharing of the best methods
  • Performing the compliance and administrative tasks inherent in our industry

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have:
  • Bachelor's degree or equivalent work-related experience
  • Active and valid FINRA Series 7 license is required
  • Active and valid FINRA Series 9/10 license is required
  • Active and valid FINRA Series 66 (63/65) license is required
  • Active and valid Life and Health Insurance license is required (may be obtained within a 120-day condition of employment)
  • Additional designations are preferred: CFP
  • Demonstrated leadership, management, and motivational skills
  • A minimum of 5 years in the financial services industry
  • A minimum of 4 years financial sales leadership
  • A desire to lead, a passion for sales management, and a deep commitment to client service
  • Shown success in establishing quality cross-enterprise partnerships
  • Comprehensive industry and investment knowledge
  • Excellent communication skills and a track record of success in sales, sales leadership, and overall leadership

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

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.

We offer a competitive 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
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