VP, Assistant Branch Manager- National Branch (Heartland)- Omaha, NE

Charles Schwab Inc.•Omaha, NE

3d•$95,100 - $145,800

About The Position

The Assistant Branch Manager (ABM) helps drive business growth, client outcomes, and team performance within the local market. In partnership with the Branch Manager, the ABM supports strategy execution to expand relationships, grow assets, and increase market impact, using sound judgment and data-driven decisions to influence branch results. The role involves close collaboration with branch leadership and peers to deepen client relationships, enhance team performance, and deliver a consistent Schwab experience. The ABM coaches and develops team members, adapts to complex client and employee needs, and supports branch growth by executing strategies that expand client relationships, assets, and wallet share. The role includes three weeks of virtual training through Branch Manager University, followed by formal training in supervision, employee evaluation, and leadership, as well as hands-on coaching and mentorship. It offers a potential path to Branch Manager within a three-year trajectory. Advancement often requires geographic mobility, and candidates are expected to be open to relocation as promotional opportunities arise. Compensation includes base pay plus bonus and incentive opportunities tied to performance.

Requirements

A valid and active FINRA Series 7 license.
Currently hold or obtain the FINRA Series 66 license, or Series 63/65.
Currently hold or obtain the FINRA Series 9 and 10 licenses, or Series 8.
Currently hold or obtain a Life and Health Insurance license.
Relevant financial services experience, including client acquisition, relationship growth, and demonstrated industry knowledge.
Open to relocation as promotional opportunities become available across the branch network.

Nice To Haves

Exposure to business development or leadership activities.
CFP® designation.

Responsibilities

Partner with the Branch Manager to execute strategies that expand relationships, grow assets, and increase market impact.
Use sound judgment and data-driven decisions to influence branch results.
Help deepen client relationships, enhance team performance, and deliver a consistent Schwab experience.
Coach and develop team members through clear expectations, actionable feedback, and performance guidance.
Support branch growth by executing strategies that expand client relationships, assets, and wallet share.
Adapt to evolving client, market, and business needs and communicate effectively to guide decisions and strengthen relationships.