Vice President, Branch Manager
4 days ago
Your opportunity
At Schwab, youre 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.
Charles Schwab Branch Managers have responsibility for increasing the branch offices revenues while expanding the client base. In this position, you will work closely with your team of Senior Wealth Consultants and Wealth Consultants both in implementing firm wide sales strategies and in developing strategies at the community level.
As the leader of a Charles Schwab Branch, you will inspire the sales professional team and Client Service professionals as they provide investment guidance and support to clients primarily through face-to-face meetings. Unlike any other job at Charles Schwab, the Branch Manager is the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today.
Your typical day would 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 sharing of the best methods and performing the compliance and administrative tasks inherent in our industry.
We believe that our values have helped us to build both a successful business model and an extraordinary work environment. We value teamwork, integrity, service, open communication, and perseverance. If you want to work at a firm that truly values your contributions, consider a career at Charles Schwab.
What you haveTo ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.
- Bachelors degree or equivalent 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)
- A valid and active FINRA Series 24 is preferred
- Additional designations are preferred: CFP, CFA, CIMA, and/or AAMS
- Demonstrated leadership, management and motivational skills
- A minimum of 5 years in the financial services industry with at least 4 years in a sales leadership capacity
- 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.
Whats in it for youAt Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry.
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
- Other
-
Sales Vice President
1 month ago
Orlando, Florida, United States Scholastic Full timeSales Vice President Job DescriptionAbout the RoleWe are seeking a highly skilled Sales Vice President to lead our sales team and drive business growth. The successful candidate will have a proven track record of success in sales leadership and a deep understanding of the sales process.Key ResponsibilitiesDevelop and execute a comprehensive sales strategy...
-
Senior Vice President of Finance FL
5 days ago
orlando, United States Creative Financial Staffing Full timeSenior Vice President of FinanceOur client is a well-respected nationally respected client seeking their next Sr. VP of Finance. This candidate will be reporting to a Division President and mentor, train, hire, a large team. The ideal candidate will be a CPA, have large homebuilding experience, and have strong leadership qualities. This is a succession plan...
-
Senior Vice President of Finance FL
1 day ago
Orlando, United States Creative Financial Staffing Full timeSenior Vice President of FinanceEnsure you read the information regarding this opportunity thoroughly before making an application.Our client is a well-respected nationally respected client seeking their next Sr. VP of Finance. This candidate will be reporting to a Division President and mentor, train, hire, a large team. The ideal candidate will be a CPA,...
-
Sales Vice President
1 month ago
Orlando, Florida, United States Scholastic Full timeSales Vice President Job DescriptionAt Scholastic, we are seeking a highly skilled Sales Vice President to lead our sales team and drive business growth. The successful candidate will have a proven track record of success in sales leadership, with a strong ability to develop and execute strategic sales plans that align with the company's objectives.Key...
-
Sales Vice President
1 month ago
Orlando, Florida, United States Scholastic Full timeSales Vice President Job DescriptionAt Scholastic, we are seeking a highly skilled Sales Vice President to lead our sales team and drive business growth. The successful candidate will have a proven track record of success in sales leadership, with a strong ability to develop and execute strategic sales plans that align with the company's objectives.Key...
-
Landscape Vice President Operations
4 days ago
Orlando, United States Duval Landscape Maintenance Full timeVice President of OperationsDuval Landscape Maintenance is a leading provider of commercial landscape management services committed to enhancing and maintaining beautiful outdoor spaces throughout Florida. We are dedicated to delivering exceptional service, innovation, and customer satisfaction, establishing ourselves as a trusted partner for landscaping...
-
Orlando, United States University of Central Florida Full timep>The OpportunityThe Office of Research at the University of Central Florida (UCF) invites applications for an associate professor or professor and the position of associate vice president for Research and Scholarship. This is a full-time, 12-month, tenured faculty position, located on the UCF Main Campus in Orlando, and reports directly to UCF’s vice...
-
Senior Vice President of Finance FL
5 days ago
Orlando, FL, United States Creative Financial Staffing Full timeSenior Vice President of FinanceOur client is a well-respected nationally respected client seeking their next Sr. VP of Finance. This candidate will be reporting to a Division President and mentor, train, hire, a large team. The ideal candidate will be a CPA, have large homebuilding experience, and have strong leadership qualities. This is a succession plan...
-
orlando, United States Creative Financial Staffing Full timeSenior Vice President of FinanceOur client is a well-respected nationally respected client seeking their next Sr. VP of Finance. This candidate will be reporting to a Division President and mentor, train, hire, a large team. The ideal candidate will be a CPA, have large homebuilding experience, and have strong leadership qualities. This is a succession plan...
-
orlando, United States Creative Financial Staffing Full timeSenior Vice President of FinanceOur client is a well-respected nationally respected client seeking their next Sr. VP of Finance. This candidate will be reporting to a Division President and mentor, train, hire, a large team. The ideal candidate will be a CPA, have large homebuilding experience, and have strong leadership qualities. This is a succession plan...
-
Vice President Operations
2 weeks ago
Orlando, United States The Assistance Fund (TAF) Full timeThe Assistance Fund (TAF) is an independent charitable patient assistance organization that helps patients and families facing high medical out-of-pocket costs by providing financial assistance for their copayments, coinsurance, deductibles, and other health-related expenses. TAF currently manages more than 80 disease programs, each of which covers the...
-
Vice President Operations
3 weeks ago
Orlando, United States The Assistance Fund (TAF) Full timeThe Assistance Fund (TAF) is an independent charitable patient assistance organization that helps patients and families facing high medical out-of-pocket costs by providing financial assistance for their copayments, coinsurance, deductibles, and other health-related expenses. TAF currently manages more than 80 disease programs, each of which covers the...
-
Vice President Operations
3 weeks ago
orlando, United States The Assistance Fund (TAF) Full timeThe Assistance Fund (TAF) is an independent charitable patient assistance organization that helps patients and families facing high medical out-of-pocket costs by providing financial assistance for their copayments, coinsurance, deductibles, and other health-related expenses. TAF currently manages more than 80 disease programs, each of which covers the...
-
Vice President, Foundry Investment Management
2 months ago
Orlando, United States Foundry Commercial Full timeFounded 17 years ago, Foundry Commercial was created to be a different kind of real estate company. Our motto – “It’s Personal” – rings true in everything we do… We are an entrepreneurially minded company bringing a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things...
-
Vice President, Foundry Investment Management
2 weeks ago
orlando, United States Foundry Commercial Full timeFounded 17 years ago, Foundry Commercial was created to be a different kind of real estate company. Our motto – “It’s Personal” – rings true in everything we do… We are an entrepreneurially minded company bringing a sense of teamwork, collegiality, and diversity to all that we do. At the heart of it all is trust and respect. These two things...
-
Vice President
7 days ago
Orlando, United States Hirebridge Full timeThe Vice President of Client Support will play a crucial role in leading and shaping the client support strategy at Greenway Health. This executive will be responsible for overseeing the client support teams, ensuring exceptional service delivery, and driving transformational improvements in the client experience. The ideal candidate would have a healthcare...
-
Vice President
2 days ago
Orlando, United States Hirebridge Full timeThe Vice President of Client Support will play a crucial role in leading and shaping the client support strategy at Greenway Health. This executive will be responsible for overseeing the client support teams, ensuring exceptional service delivery, and driving transformational improvements in the client experience. The ideal candidate would have a healthcare...
-
Orlando, Florida, United States Orlando Economic Partnership, Inc. Full timeJob DescriptionOrlando Economic Partnership, Inc. is seeking a highly skilled and experienced professional to fill the role of Vice President of Government Affairs and Advocacy. This is a management-level position that requires a strong understanding of government relations, public policy, and legislative affairs.The successful candidate will be responsible...
-
Vice President, Branch Manager
5 days ago
Orlando, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt 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. Charles Schwab Branch Managers have responsibility for increasing the branch office’s revenues while expanding...
-
Vice President of Business Development
2 weeks ago
Orlando, United States Owens Realty Services Full timeOverview:Established in 1990, Owens Realty Services is a full-service commercial brokerage, investment, management, maintenance, housekeeping and environmental services company. Our comprehensive roster of services efficiently and economically manages the operation of sophisticated real estate investment portfolios, residential apartment and condominium...
