VP, Branch Manager - Memphis, TN
About The Position
At Schwab, the Branch Manager provides service, advice, and leadership at the local market level. The role inspires a team of financial professionals as they provide investment guidance and support to clients. The Branch Manager is responsible for increasing branch revenue and expanding its client base, and works with Financial Consultants (FCs) and Investment Consultants (ICs) to implement large-scale and tactical sales strategies. Typical activities include sales coaching, sales process management, training delivery, performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners, sharing best practices, and completing compliance and administrative tasks.
Requirements
- Active and valid Series 7 license.
- Active and valid Series 66 (63/65) license, or obtain it within 90 days of employment.
- Active and valid Series 9/10 license, or obtain it within 90 days of employment.
- Active and valid Life and Health Insurance license, or obtain it within 120 days of employment.
- Bachelor’s degree or equivalent, or equivalent work-related experience.
- At least 4 years of financial sales leadership experience.
Nice To Haves
- Active and valid FINRA Series 24 license.
- CFP, CFA, CIMA, and/or AAMS designation.
- Strong leadership, management, and motivational skills.
- Desire to lead, passion for sales management, and deep commitment to client service.
- Proficiency in establishing quality cross-enterprise partnerships.
- Excellent communication skills and a track record of success in sales and sales leadership.
Responsibilities
- Lead and inspire financial professionals providing investment guidance and support to clients.
- Increase branch revenue and expand the branch's client base.
- Work with Financial Consultants and Investment Consultants to implement large-scale and tactical sales strategies.
- Provide sales coaching and manage sales processes.
- Deliver training and oversee performance management and recognition.
- Conduct client presentations.
- Interview prospective employees.
- Collaborate with business partners and share best practices.
- Perform compliance and administrative tasks.
Benefits
- Bonus or incentive opportunities in addition to the salary range.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
