VP, Assistant Branch Manager - San Francisco, CA
2 days ago
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OnsiteFull-timeMid
Summary
Charles Schwab is seeking a VP, Assistant Branch Manager to join their team in San Francisco, CA. The role focuses on developing and implementing business plans to grow market share and client assets while coaching a team of branch professionals.
About the Role
As an Assistant Branch Manager (ABM), you will work closely with the Branch Manager to create a comprehensive local business plan aimed at increasing market share and client assets. You will lead a team, manage performance, and engage employees, preparing for a future role as a Branch Manager within the Investor Services organization.
About You
Required:
- Bachelor’s degree or equivalent work-related experience.
- A valid and active Series 7 license.
- A valid and active Series 66 (63/65) license.
- A valid and active Series 9/10 (8) license (may be obtained within a 90 day condition of employment).
- Flexibility to relocate across the network when a manager role becomes available.
Preferred:
- 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 with a strong drive for results.
- Passion for retention and development of top talent through coaching and performance management.
- Openness to build and deepen relationships with clients and within the community.
- 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.
Benefits
- 401(k) with company match and Employee stock purchase plan.
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions.
- Paid parental leave and family building benefits.
- Tuition reimbursement.
- Health, dental, and vision insurance.
Charles Schwab
Charles Schwab is a different kind of investment services firm – one that strives to disrupt the status quo of the traditional Wall Street approach on behalf of our clients. We believe today, as we did on Day 1, that when you find ways to improve the investing experience for your clients, then business results will follow. Follow our company culture at #SchwabLife and see how we give back at #Schwab4Good. Support hours: 7 a.m.–7 p.m. CT or 24/7 at schwab.com/contact-us. Social Media Disclosures: https://www.aboutschwab.com/social-media (#0424-TM8W)
San Francisco, CA