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Senior Manager, Retail Advisory Client Experience

Charles Schwab

Charles Schwab

Westlake, TX, USA · Austin, TX, USA · Lone Tree, CO, USA
Posted on Saturday, June 29, 2024

VP, Assistant Branch Manager - Stamford, CT

Job Locations US-CT-Stamford
Requisition ID
Posted Date
3 weeks ago(6/12/2024 9:40 PM)
Retail Branch
Salary Range
USD $73100.00 - $149400.00 / Year
Application deadline
Position Type
Full time

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, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement.

In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible 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 have

Required Qualifications:

  • Bachelor’s degree or equivalent work-related experience
  • A valid and active Series 7 license required
  • A valid and active Series 66 (63/65) license required
  • A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)
  • Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available.

Preferred Qualifications:

  • A minimum of 5 years in the financial services industry with leadership experience preferred
  • 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, within the community and within Schwab to achieve desired results
  • A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment)
  • CFP® designation is preferred
  • Strong brokerage and industry knowledge

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.


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Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.

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