VP, Assistant Branch Manager - Boca Raton, FL

Your Opportunity

At Schwab, you’re empowered to grow your career while helping transform the finance industry through innovation and collaboration.

As an Assistant Branch Manager (ABM), you help drive business growth, client outcomes, and team performance within your local market. Partnering with the Branch Manager, you support strategy execution to expand relationships, grow assets, and increase market impact, using sound judgment and data-driven decisions to influence branch results.

Why you’re set up for success
You will step into a highly collaborative environment where leadership, coaching, and client engagement are at the core of the role. You will work closely with branch leadership and peers to deepen client relationships, enhance team performance, and deliver a consistent Schwab experience. Your ability to actively listen, communicate effectively, and adapt your approach will enable you to navigate complex client and employee needs while driving outcomes.

• Schwab Training and Development

         To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators.

         After completing Wealth Management University, your individualized development includes formal training in supervision, employee evaluation, and leadership, alongside ongoing, hands-on coaching and mentorship within your               branch, tailored to your background and career goals.

• Career Pathing

The ABM role provides a strong foundation for growth, with a clear path to a Branch Manager position within a 3 year trajectory. As you grow in the role, you will expand your ability to lead teams, drive business outcomes, and influence broader organizational success.

Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You’ll be supported by leaders who invest in your growth and continuous development over time.

• Competitive Compensation

           In addition to base pay, this role offers bonus and incentive opportunities tied to performance.

What you are good at

The Assistant Branch Manager (ABM) is part of the Branch Network where we deliver Wealth Management services to clients to meet their financial needs. In this role, you will report to the Branch Manager and responsibilities will be dependent on the Branch Manager’s span of control and geographic location.  In collaboration with the Branch Manager, the ABM will develop and execute a comprehensive local business plan focused on growth of market share and client assets.

As a branch leader, the Assistant Branch Manager will focus on retention and development of top talent through coaching, performance management, and employee engagement. You will have oversight of one or several branches including having Associate Financial Consultants, Financial Consultants and the Client Service staff as direct reports. In this position, you will be responsible for delivering an excellent client experience through effective coaching of branch professionals and operational execution as necessary to ensure proper oversight, compliance and risk management of the branch.

As a local representative, the Assistant Branch Manager will be involved in community development in partnership with the Branch Manager to increase brand awareness through the development and execution of events, workshops, and sponsorships as well as participation in organizational memberships.

Under the mentorship of a Branch Manager, you will progress through a learning curriculum that will prepare them for a Branch Manager role in approximately 18-24 months. Since this is a development role, those that are hired into this position need to be flexible to relocation across the network when a manager role becomes available.

To learn more about the culture at Schwab, click here to meet our people.

What you have

The expertise you bring:

• A valid and active FINRA Series 7 license required  
• Currently hold or obtain the FINRA Series 66 (or Series 63/65) license
• Currently hold or obtain the FINRA Series 9 and 10 (or Series 8) licenses
• Currently hold or obtain the Life and Health Insurance license
• Relevant financial services experience, including client acquisition, relationship growth, and demonstrated industry knowledge, with exposure to business development or leadership activities preferred
• CFP® designation preferred

The skills you bring:

• Developing Others
  Ability to coach, develop, and support a team of professionals by providing clear expectations, actionable feedback, and ongoing performance guidance

         Applies a structured approach to performance management that drives engagement, accountability, and continuous improvement

• Growth Mindset
  Demonstrates openness to learning, feedback, and new challenges while continuously building leadership and business capabilities

         Adapts approach based on evolving client needs, market conditions, and business priorities

• Active Listening

         Uses active listening to understand client and employee needs, ensuring thoughtful responses and tailored solutions

         Builds trust by demonstrating empathy, responsiveness, and a commitment to delivering a high-quality experience

• Influential Communication
  Communicates with clarity and purpose to guide decision-making, align teams, and inspire action

         Effectively navigates conversations with clients, employees, and stakeholders to achieve desired outcomes and strengthen relationships

• Business Growth

         Partners with the Branch Manager to execute growth initiatives and track performance against key metrics

         Drives branch growth by supporting strategies that expand client relationships, increase assets, and deepen wallet share