VP, Assistant Branch Manager

4 weeks ago


Leawood, Kansas, United States Charles Schwab Full time

About the Role

As an Assistant Branch Manager at Charles Schwab, you will have the opportunity to develop and implement a comprehensive local business plan focused on growth of market share and client assets. You will work closely with the Branch Manager to coach a driven team of branch professionals, attending to performance management and employee engagement. This role is a critical step in your career as a leader within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs.

Key Responsibilities

  • Develop and implement a comprehensive local business plan focused on growth of market share and client assets
  • Coach a driven team of branch professionals, attending to performance management and employee engagement
  • Work closely with the Branch Manager to achieve business objectives

Requirements
  • Bachelor's degree or equivalent work-related experience
  • Valid and active Series 7 license required
  • Valid and active Series 66 (63/65) license required
  • Valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)

Preferred Qualifications
  • Minimum of 5 years in the financial services industry with leadership experience preferred
  • Ability to provide ongoing employee coaching, development, and recognition
  • Demonstrated business development experience with a strong drive for results

What's in it for you
  • 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


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