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Job Description
Join Charles Schwab as a Vice President, Assistant Branch Manager in Sarasota, FL, and play a pivotal role in driving growth and enhancing client relationships. You will lead a team, implement strategic business plans, and develop both your career and the careers of your team members within a supportive culture focused on innovation and professional development.
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
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 to focus on retention and development of top talent through coaching, performance management, and employee engagement
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 a 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance