Branch Manager, Workplace

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.

Schwab’s Workplace Branch organization is at the heart of our firm’s commitment to helping Workplace (SPS, RPS, DBS) participants own their financial futures. In this exciting role, you’ll introduce plan participants to the breadth of Schwab’s Retail and Workplace offerings through a planning-led approach.

As a Branch Manager, Workplace at Schwab, a central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to participants of Stock Plan Services (“SPS”) and Retirement Plan Services (“RPS”) corporate relationship(s). You will work closely with Workplace Advice Consultants and Workplace Investment Consultants in building strong relationships while coaching to support in-the-moment questions, advice consultations, financial planning, implementation of action plans, and more. The Workplace Branch Manager will be tasked with helping Charles Schwab fulfill its purpose of financial fitness for all by ensuring that the consultants on the team are delivering high quality, consultative conversations that are consistent with our message of savings fundamentals.

In addition, the Workplace Branch Manager will contribute to the ongoing evolution of the Workplace Branch organization through involvement in special projects, training initiatives, sales opportunities, cross-functional team assignments and support of plan sponsor client relationship management teams where appropriate. This role will specifically be responsible for a centralized team of Workplace Investment Consultants .

If you’re looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you.

Preferred:

• A minimum of 7 years in the financial services industry with leadership experience preferred
• CFP, CWS, AAMS, and/or master’s degree in business is preferred
• Strong leadership, management, and motivational skills
• A desire to lead, a passion for sales management, and a deep commitment to client service
• Ability to provide ongoing employee coaching, development, and recognition
• Demonstrated business development experience with a strong drive for results
• Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.
• Strong industry knowledge and ability to develop internal and external partnerships
• Able and willing to travel
• Proficient in establishing quality cross-enterprise partnerships

Required:

• A valid and active Series 7 and 66 license is required
• A valid and active Series 9/10 license is required (license(s) may be obtained under a condition of employment)

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 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