VP, Branch Manager - Albuquerque, NM

Charles Schwab; Los Lunas (NM); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

401(k) with company match

Paid time for vacation, volunteering,

Paid parental leave and family buildin

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab is seeking a Branch Manager in the United States to lead a team of financial professionals, drive revenue growth, and deliver exceptional client service. You will coach FCs and ICs, guide sales strategies, and ensure compliance while partnering with business units to expand the client base.

You bring a Series 7/66/9/10 and Life/Health licenses, a bachelor’s degree or equivalent, and 4+ years of financial sales leadership.

Qualifications

• Active and valid Series 7 license.
• Active and valid Series 66 (63/65) license required (may be obtained within a 90-day condition of employment).
• Active and valid Series 9/10 license required (may be obtained within a 90-day condition of employment).
• Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment).
• Bachelor’s degree or equivalent, or equivalent work-related experience.
• 4+ years financial sales leadership experience.

Responsibilities

• Inspire and lead a team of financial professionals to deliver investment guidance and client service.
• Coach sales teams, manage sales processes, and deliver training.
• Manage performance, recognize achievements, and conduct client presentations.
• Interview prospective employees and collaborate with business partners.
• Share best practices and perform compliance and administrative tasks.

Skills

Leadership

Sales coaching

Client presentations

Interviewing candidates

Collaboration

Education

Bachelor’s degree or equivalent

Tools

Series 7 license

Series 66 license

Series 9/10 license

Life and Health Insurance license

Job description

Position Type: Regular

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 a Branch Manager, you work in the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today.A central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to clients. You will be responsible for increasing branch revenue while expanding its client base. Additionally, you will work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementinglarge scale and tactical sales strategies. Your typical day will include sales coaching, sales process management, training delivery, performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners, sharing of best practices, and performing compliance and administrative tasks characteristicof our industry.If you’re looking to bring your expertise and passion for leadership to a new role with a firm that will value your contributions and champion your growth, this may be the opportunity for you.

Required qualifications

• Active and valid Series 7 license
• Active and valid Series 66 (63/65) license required (may be obtained within a 90-day condition of employment)
• Active and valid Series 9/10 license required (may be obtained within a 90-day condition of employment)
• Active and valid Life and Health Insurance license (may be obtained within a 120-day condition of employment)
• Bachelor’s degree or equivalent, or equivalent work-related experience
• 4+ years financial sales leadership experience

Preferred qualifications

• Active and valid FINRA Series 24 license
• CFP, CFA, CIMA, and/or AAMS
• Strong leadership, management, and motivational skills
• A desire to lead, a passion for sales management, and a deep commitment to client service
• Proficient inestablishing quality cross-enterprise partnerships
• Strong candidates will also have excellent communication skills and a track record of success in sales and sales leadership

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance