VP, Assistant Branch Manager - New York, NY (Grand Central)
Charles Schwab
New York, NY
2 days ago
Not mentioned
Job Description
Join Charles Schwab as a Vice President, Assistant Branch Manager, where you'll lead a team in a dynamic environment focused on empowering clients and fostering professional growth. Collaborate closely with the Branch Manager to drive business development and enhance employee engagement while making a positive impact in the finance industry.
Key Responsibilities
Develop and implement a comprehensive local business plan focused on growth of market share and client assets
Coach a driven team of branch professionals
Attend to performance management and employee engagement
Required Qualifications
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
Preferred Qualifications
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 to focus on retention and development of top talent
Openness to build and deepen relationships with clients
A valid and active Life and Health Insurance license
CFP® designation
Strong brokerage and industry knowledge
Benefits & Perks
401(k) with company match and Employee stock purchase planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance