Assistant Branch Manager

3 days ago


Corte Madera, California, United States Charles Schwab Full time
About the Role

We are seeking a highly motivated and experienced Assistant Branch Manager to join our team at Charles Schwab. As a key member of our Branch Network, you will play a critical role in driving business growth and development, while providing exceptional client service and leadership to our team.

Key Responsibilities
  • Develop and implement a comprehensive local business plan to drive growth and market share
  • Coach and develop a team of branch professionals to achieve performance goals and improve employee engagement
  • Collaborate with the Branch Manager to achieve business objectives and provide support in leadership and decision-making
  • Build and maintain strong relationships with clients, community partners, and internal stakeholders to drive business results
Requirements
  • 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
Preferred Qualifications
  • 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 to focus on retention and development of top talent through coaching, performance management, and employee engagement
  • Openness to build and deepen 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
What We Offer
  • Competitive benefits package, including 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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