VP, Assistant Branch Manager - Presidio Heights, CA

Charles Schwab • San Francisco, CA

415d

About The Position

As an Assistant Branch Manager (ABM) at Schwab, you will play a pivotal role in driving growth and development within the branch network. This position focuses on enhancing market share and client assets while providing leadership and coaching to a team of branch professionals. You will work closely with the Branch Manager to implement local business strategies and ensure the team meets performance and engagement goals. This role serves as a stepping stone to becoming a Branch Manager, where you will lead efforts to help clients achieve their financial objectives.

Requirements

• Bachelor's degree or equivalent work-related experience.
• Valid and active Series 7 license required.
• Valid and active Series 66 (63/65) license required.
• Valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment).
• Flexibility to relocate across the network when a manager role becomes available.

Nice To Haves

• A minimum of 5 years in the financial services industry with leadership experience preferred.
• Ability to provide ongoing employee coaching, development, and recognition.
• Demonstrated business development experience with a strong drive for results.
• Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.
• A 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.

Responsibilities

• Develop and implement a comprehensive local business plan focused on growth of market share and client assets.
• Coach and manage a team of branch professionals, focusing on performance management and employee engagement.
• Collaborate with the Branch Manager to achieve branch goals and objectives.
• Engage with clients to understand their financial needs and provide appropriate solutions.
• Foster relationships within the community and Schwab to enhance business development.

Benefits

• Comprehensive health insurance coverage.
• 401(k) retirement savings plan with company matching contributions.
• Paid time off and holidays.
• Professional development opportunities and training programs.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree
• Number of Employees: 251-500 employees