Branch Growth Leader: Develop Teams & Drive Client Impact

Charles Schwab

Cupertino (CA)

On-site

USD 95,000 - 130,000

Full time

8 days ago

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Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid time off and sabbatical after 5+?

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Cupertino is seeking an Assistant Branch Manager to develop and execute a local growth plan for market share and client assets. You will coach a high-performing team under the Branch Manager, focusing on performance, engagement, and succession planning.

The role builds toward Branch Manager, with broad exposure to wealth management practices, client relationships, and leadership development within Schwab's Investor Services network.

Qualifications

Bachelor’s degree or equivalent work-related experience.
Active Series 7 license required.
Active Series 66 license required.
Active Series 9/10 license required (may be obtained within 90 days).
Willingness to relocate across the network.

Responsibilities

Develop and implement a local business plan to grow market share and client assets.
coach a driven team of branch professionals and manage performance and engagement.
Collaborate with Branch Manager to drive development of clients and staff.
Lead branch operations and ensure client service excellence.

Skills

Leadership

Coaching

Team Development

Business Development

Client Relationships

Communication

Education

Bachelor’s degree or equivalent

Tools

Series 7 license

Series 66 license

Series 9/10 license

Job description

The role builds toward Branch Manager, with broad exposure to wealth management practices, client relationships, and leadership development within Schwab's Investor Services network.

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