Vice President of Branch Operations

2 weeks ago


Corte Madera, California, United States Charles Schwab Full time
Assistant Branch Manager Opportunity

Charles Schwab is seeking a driven and results-oriented individual to lead a team of branch professionals and develop a comprehensive local business plan focused on growth of market share and client assets.

Key Responsibilities:
  • Develop and implement a local business plan to drive growth and market share
  • Coach and lead a team of branch professionals to achieve performance goals
  • Collaborate with the Branch Manager to achieve business objectives
  • Focus on employee engagement, performance management, and retention
  • Build and deepen relationships with clients and within the community
Requirements:
  • Bachelor's degree or equivalent work-related experience
  • Valid and active Series 7, 66 (63/65), and 9/10 (8) licenses
  • Ability to relocate across the network when a manager role becomes available
  • Minimum of 5 years in the financial services industry with leadership experience preferred
Preferred Qualifications:
  • Strong business development experience with a drive for results
  • Ability to provide ongoing employee coaching, development, and recognition
  • Passion for retention and development of top talent
  • 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's in it for you:
  • Competitive benefits package, including 401(k) with company match, paid time off, and tuition reimbursement
  • Opportunities for professional growth and development
  • Collaborative and supportive work environment
  • Recognition and rewards for outstanding performance


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