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Branch Operations Leader

2 months ago

Newport Coast, California, United States Charles Schwab Full time
Position Overview

Type: Regular

At Charles Schwab, we empower you to make a significant impact on your career. Here, innovative thinking meets creative problem-solving, allowing us to redefine the finance industry together.

Role Responsibilities

As a Branch Manager, you will be accountable for driving the branch's revenue growth while broadening the client base. Your role will involve close collaboration with a team of Senior Wealth Consultants and Wealth Consultants to implement company-wide sales strategies and develop community-specific initiatives.

In this pivotal position, you will lead a team of sales professionals and Client Service experts, guiding them in providing investment advice and support primarily through in-person interactions.

Your daily activities will encompass:

  • Coaching sales techniques and managing the sales process.
  • Developing the branch team through effective training and performance evaluations.
  • Conducting client presentations alongside your sales team.
  • Analyzing performance metrics to identify trends and necessary actions.
  • Interviewing potential candidates for branch positions.
  • Collaborating with business partners to share best practices.
  • Performing compliance and administrative duties as required in our industry.
Core Values

We believe our values have been instrumental in building a successful business model and a remarkable work environment. We prioritize teamwork, integrity, service, open communication, and perseverance. If you seek a firm that genuinely values your contributions, consider a career with Charles Schwab.

Qualifications

To uphold our commitment to challenging the status quo, successful candidates should possess:

  • A Bachelor's degree or equivalent work experience.
  • An active and valid FINRA Series 7 license.
  • An active and valid FINRA Series 9/10 license.
  • An active and valid FINRA Series 66 (63/65) license.
  • An active and valid Life and Health Insurance license (may be obtained within 120 days of employment).
  • A valid and active FINRA Series 24 license is preferred.
  • Additional designations such as CFP, CFA, CIMA, and/or AAMS are preferred.
  • Demonstrated leadership, management, and motivational skills.
  • A minimum of 5 years in the financial services sector, with at least 4 years in a sales leadership role.
  • A passion for leading, sales management, and a strong commitment to client service.
  • Proven success in establishing quality cross-enterprise partnerships.
  • Comprehensive knowledge of the industry and investment landscape.
  • Excellent communication skills with a proven track record in sales and leadership.
Benefits

In addition to a competitive salary, this role is eligible for bonus or incentive opportunities. At Charles Schwab, we are dedicated to supporting our employees' personal and professional growth. Our purpose-driven culture and focus on development ensure you have the tools to make a positive impact in the finance industry.

We offer a comprehensive benefits package that addresses your needs today and in the future, including:

  • 401(k) with company match and employee stock purchase plan.
  • Paid time off for vacation, volunteering, and a 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.