VP, Assistant Branch Manager - New York, NY (Midtown)
Charles Schwab
New York, NY
18 days ago
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Job Description
As a Vice President, Assistant Branch Manager at Charles Schwab, you will empower both clients and your team while driving business growth. You'll coach a passionate team of professionals and develop strategic plans to enhance client services and engagement, setting the stage for your own career growth in wealth management.
Key Responsibilities
Develop and implement a comprehensive local business plan focused on growth of market share and client assets
Coach a team of branch professionals and manage performance and employee engagement
Lead efforts to achieve clients' financial goals through retirement planning, charitable giving, estate planning, etc.
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
Flexibility to relocate across the network for manager roles
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 for retention and development of top talent
Openness to build and deepen relationships with clients and within the community
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 sabbatical after 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance