Vice President, Assistant Branch Manager
9 hours ago
Your opportunity to make a lasting impact awaits at Charles Schwab, where innovative thinking meets creative problem-solving. As an Assistant Branch Manager, you'll play a pivotal role in developing and implementing a comprehensive local business plan, driving growth and client satisfaction. Collaborate with our experienced Branch Managers to coach and mentor a high-performing team, focusing on performance management and employee engagement.
Key Responsibilities:- Develop and execute a local business plan to drive market share and client growth
- Coach and mentor a team of branch professionals to achieve exceptional performance
- Collaborate with Branch Managers to drive business results and employee engagement
- Stay up-to-date with industry trends and best practices to inform business decisions
- A competitive benefits package, including 401(k) with company match, employee stock purchase plan, and paid time off
- Opportunities for professional growth and development, including tuition reimbursement and training programs
- A supportive and inclusive work environment that values diversity and promotes work-life balance
- The chance to make a positive impact on the finance industry and our clients' lives
- Bachelor's degree or equivalent work-related experience
- Valid and active Series 7 license
- Valid and active Series 66 (63/65) license
- Valid and active Series 9/10 (8) license (may be obtained within a 90-day condition of employment)
- Ability to relocate across the network when a manager role becomes available
- Minimum of 5 years in the financial services industry with leadership experience
- Ability to provide ongoing employee coaching, development, and recognition
- Demonstrated business development experience with a strong drive for results
- Passion for focusing on retention and development of top talent through coaching, performance management, and employee engagement
- Openness to building and deepening relationships with clients, within the community, and within Schwab to achieve desired results
- Valid and active Life and Health Insurance license (may be obtained within a 120-day condition of employment)
- CFP designation is preferred
- Strong brokerage and industry knowledge
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