Lead Branch Growth & Talent Development

Charles Schwab Corporation; Cupertino (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

Charles Schwab Corporation seeks an Assistant Branch Manager to lead a branch team and drive growth in market share and client assets. You will develop a local business plan and coach staff under the Branch Manager to ensure strong performance and engagement.

This development role prepares you for future Branch Manager opportunities within Schwab's Investor Services organization, with flexibility to relocate across the network as openings arise.

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 for future manager opportunities.

Responsibilities

• Develop and implement a local business plan to grow market share and client assets.
• Coach and develop a driven team of branch professionals with focus on performance and engagement.
• Collaborate with Branch Manager to guide growth within the Investor Services organization.

Skills

Leadership

Coaching

Business development

Client relationship management

Employee engagement

Education

Bachelor's degree or equivalent work-related experience

Job description

Charles Schwab Corporation seeks an Assistant Branch Manager to lead a branch team and drive growth in market share and client assets. You will develop a local business plan and coach staff under the Branch Manager to ensure strong performance and engagement.

This development role prepares you for future Branch Manager opportunities within Schwab's Investor Services organization, with flexibility to relocate across the network as openings arise.