VP, Assistant Branch Manager - Annapolis, MD
About The Position
The Assistant Branch Manager (ABM) works in Schwab’s Branch Network, focusing on growth and development for clients, employees, and the business. In collaboration with and under the guidance of the Branch Manager, the ABM develops and implements a local business plan focused on increasing market share and client assets. The role coaches branch professionals and supports performance management and employee engagement. This is a development role and a direct path toward becoming a Branch Manager. The ABM must be flexible to relocate across the branch network when a manager role becomes available. The position is within Investor Services, which helps individuals and families with financial goals such as retirement planning, charitable giving, estate planning, active investing, and banking and lending needs.
Requirements
- Bachelor’s degree or equivalent work-related experience.
- Valid and active Series 7 license.
- Valid and active Series 66 (63/65) license.
- Valid and active Series 9/10 (8) license, or ability to obtain it within 90 days of employment.
- Flexibility to relocate across the network when a Branch Manager role becomes available.
- Registration with the NMLS registry system, remaining in good standing, and completion of the required SAFE Act background check and registration process for employees engaged in residential loan mortgage originations.
Nice To Haves
- A minimum of 5 years in the financial services industry with leadership experience.
- Ability to provide ongoing employee coaching, development, and recognition.
- Demonstrated business development experience and a strong drive for results.
- Passion for retaining and developing top talent through coaching, performance management, and employee engagement.
- Openness to building and deepening relationships with clients, within the community, and within Schwab to achieve desired results.
- Valid and active Life and Health Insurance license, or ability to obtain it within 120 days of employment.
- CFP® designation.
- Strong brokerage and industry knowledge.
Responsibilities
- Collaborate with the Branch Manager to develop and implement a local business plan focused on growth of market share and client assets.
- Coach branch professionals and support their development.
- Attend to performance management and employee engagement.
- Build and deepen relationships with clients, the community, and Schwab to achieve desired results.
- Focus on retaining and developing top talent through coaching, performance management, and employee engagement.
Benefits
- Bonus or incentive opportunities.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
