VP, Assistant Branch Manager - San Mateo, CA

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.

As an Assistant Branch Manager (ABM) within Schwab’s Branch Network, youhave the unique opportunity tocenter your workaround development and growth – foryour clients, your team, and yourself.In collaboration with, and under the guidance of, the Branch Manager, you willdevelop andimplementa comprehensive local business plan focused on growth of market share and client assets.As a branch leader, you will coacha driven team of branch professionals,attending toperformance management and employee engagement. 

In more than 300 branch offices in 45 U.S. states,you'llfind Branch Managers leading and coaching their teams as they work directly with our clients to achievetheir financial goals. As an ABM,you are ona directpath to become a Branch Manager, a critical leader role within our Investor Services organization, which isresponsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs.If you are seeking the next step in your career as a leader within wealth management,this may be the role for you. 

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.

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What you have

Required Qualifications:

• Bachelor’s degree or equivalent work-related experience  

• A valid and active Series 7 licenserequired

• A valid and active Series 66 (63/65) licenserequired(may be obtained within a90 daycondition of employment) 

• A valid and active Series 9/10 (8) licenserequired(may be obtained within a90 daycondition of employment) 

• Since this is a development role, those that are hired into his position need to be flexible torelocateacross the network when amanagerrole becomes available. 

Preferred Qualifications:

• A minimum of 5 years in the financial services industry with leadership experiencepreferred

• Abilityto provide ongoing employee coaching, development, andrecognition

• Demonstrated business development experience with a strong drive forresults

• Passion to focuson retention and development of top talent through coaching, performance management, and employee engagement. 

• Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desiredresults

• A valid and active Life and Health Insurance license (may be obtained within a120 daycondition of employment) 

• CFP® designationispreferred

• Strong brokerage and industry knowledge