Vice President, Branch Manager - Workplace Branch

Your Opportunity

At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

The Workplace Branch, comprised of Workplace Financial Consultants, is an extension of the Branch Network and is primarily responsible for supporting the financial needs of employees of Schwab’s corporate Workplace clients.

Our Workplace Financial Consultants (WFC) work closely with Schwab Stock Plan Services and Schwab Retirement Plan Services corporate relationship(s). Serving as ambassadors of Schwab, the WFCs provide high-touch service to corporate client employees through on-campus, face-to-face and virtual relationship building and educational events.

The Branch Manager will provide relationship coaching, support, guidance, and leadership to ensure success for both our clients and the Financial Consultants who support them. This position will also be expected to provide actionable feedback to Executive Leadership on trends and opportunities to help shape the future of Schwab’s Workplace Branch model.

As the leader of the Workplace Financial Consultants, you will inspire the team to build strong relationships while coaching them to lead with planning, helping identify opportunities to integrate retirement planning and equity planning while ensuring they are introducing the client to the broader capabilities of Schwab.

Your typical day would include sales coaching and practice management, development of Workplace Financial Consultants with effective training and performance management, nurturing the sponsor relationship, analysis of performance data for trends and actions, interviewing prospective team members, collaborating with business partners, sharing of best practices, and performing the compliance and administrative tasks inherent in our industry.

Coaching & Development for Workplace Financial Consultants:

· To increase retail extension by retaining and deepening client relationships.

· To leverage a consistent consultative, goal-based wealth management approach to best assess and find appropriate solutions to meet client’s needs.

· To deepen engagement and relationships with clients through virtual and in-person (where applicable) interactions to inspire trust, ensure clients are getting the best of Schwab, and ultimately increasing client retention.

· To build relationships with key business partners and connect with others across the firm to boost results and provide the best client experience.

· To leverage systems and technology to optimize practice management.

The ideal candidate will have a high degree of professionalism portraying confidence with team members, internal colleagues, and executives. The Branch Manager will need to ensure they keep a high level of engagement and focus with the team.

Additionally, you will have the opportunity to:

· Be part of a fast-paced environment where you will work on a collaborative and growing team with a supportive manager focused on your professional development and coaching to achieve your long-term career aspirations

· Learn from a variety of mentors, coaches and leaders that are focused on you and your career at Schwab

· Demonstrate a strong passion for planning, understanding of the markets, empathy, energy, and problem solving while delivering unparalleled value and outstanding service to our clients.

We place a premium on high performance, quality service and the ability to execute our strategy.

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required qualifications

· Active and valid Series 7 license

· Active and valid Series 66 (63/65) license required (may be obtained within a 90-day condition of employment)

· Active and valid Series 9/10 license required (may be obtained within a 90-day condition of employment)

· Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment)

· Bachelor’s degree or equivalent, or equivalent work-related experience

· 4+ years financial sales leadership experience

Preferred qualifications

· Active and valid FINRA Series 24 license

· CFP, CFA, CIMA, and/or AAMS

· Strong leadership, management, and motivational skills

· A desire to lead, a passion for sales management, and a deep commitment to client service

· Proficient in establishing quality cross-enterprise partnerships

· Strong candidates will also have excellent communication skills and a track record of success in sales and sales leadership

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.