VP, Assistant Branch Manager - Garden City, NY
About The Position
At Schwab, 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 execution of strategies to expand relationships, grow assets, and increase market impact, using sound judgment and data-driven decisions to influence branch results. The role operates in a collaborative environment centered on leadership, coaching, and client engagement. The ABM works closely with branch leadership and peers to deepen client relationships, strengthen team performance, and deliver a consistent Schwab experience. Active listening, effective communication, and adaptability help the ABM navigate complex client and employee needs while driving outcomes. The successful candidate completes a four-week virtual Wealth Management University training experience led by live facilitators. Subsequent individualized development includes formal training in supervision, employee evaluation, and leadership, as well as ongoing hands-on coaching and mentorship within the branch, tailored to the candidate’s background and career goals. The ABM role offers a stated path to a Branch Manager position within a three-year trajectory, as well as opportunities to explore leadership, expanded branch roles, and positions across service and support teams. In addition to base pay, the role offers bonus and incentive opportunities tied to performance.
Requirements
- Hold a valid and active FINRA Series 7 license.
- Currently hold or obtain a FINRA Series 66 license, or Series 63 and Series 65 licenses.
- Currently hold or obtain FINRA Series 9 and Series 10 licenses, or a Series 8 license.
- Currently hold or obtain a Life and Health Insurance license.
- Relevant financial services experience, including client acquisition, relationship growth, and demonstrated industry knowledge.
- Demonstrate ability to develop others, embrace learning and change, actively listen, communicate influentially, and support business growth.
Nice To Haves
- Exposure to business development or leadership activities.
- CFP® designation.
Responsibilities
- Partner with the Branch Manager to support execution of local market strategies.
- Help drive business growth, client outcomes, and team performance.
- Expand client relationships, grow assets, and increase the branch’s market impact.
- Use sound judgment and data-driven decisions to influence branch results.
- Coach and develop team members through clear expectations, actionable feedback, and performance guidance.
- Listen to client and employee needs and provide thoughtful responses and tailored solutions.
- Communicate to guide decisions, align stakeholders, and strengthen relationships.
- Support branch growth by executing strategies that expand client relationships, assets, and wallet share.
- Adapt to changing client, market, and business needs.
Benefits
- Bonus and incentive opportunities tied to performance.
- Four-week virtual training through Wealth Management University.
- Individualized formal training in supervision, employee evaluation, and leadership.
- Ongoing hands-on coaching and mentorship within the branch.
- Career development opportunities, including a stated path to Branch Manager within a three-year trajectory.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
