Leadership Role in Mass Affluent Investor Services
6 days ago
We are seeking a highly skilled and experienced Branch Manager to lead our Financial Solutions Branch, a key part of our Specialized Teams for Advice & Relationship (STAR) organization. As a Branch Manager, you will be responsible for overseeing the daily operations of the branch, managing a team of sales professionals, and driving business growth through effective sales coaching and process management.
Key Responsibilities- Lead and manage a team of sales professionals to achieve sales targets and provide exceptional client service
- Develop and implement sales strategies to drive business growth and increase revenue
- Provide coaching and training to sales team members to enhance their skills and knowledge
- Collaborate with cross-functional teams to ensure seamless execution of sales processes and client onboarding
- Monitor and analyze sales performance data to identify trends and areas for improvement
- Recruit, interview, and hire new team members to support business growth
- Active and valid Series 7 license
- Active and valid Series 66 (63/65) license
- Active and valid Series 9/10 license
- Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment)
- Bachelor's degree or equivalent, or equivalent work-related experience
- 4+ years financial sales leadership experience
- CFP, CFA, CIMA, and/or AAMS preferred
At Charles Schwab, 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
- Excellent written and verbal communication skills
- Strong relationship-building skills and ability to influence and motivate people at all levels across a broad variety of job functions
- Excellent organizational skills to juggle many tasks without losing sight of the highest priority items
- Data-curious, and leverages business results to help drive outcomes
- Effective change agent who can thoughtfully champion new ideas, and coach partners to recognize the benefits and adopt change for themselves
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