VP, Branch Manager - Albuquerque, NM

Charles Schwab; Rio Rancho (NM); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

401(k) matching

Employee stock purchase plan

Paid time for vacation, volunteering,

Sabbatical after 5 years of service

Paid parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab in Rio Rancho, NM seeks an experienced Branch Manager to lead a team of financial professionals, drive client service, and expand the branch client base. You will coach sales, manage performance, deliver training, and implement sales strategies in collaboration with FCs and ICs, while ensuring compliance and operational excellence in a fast-paced retail finance environment.

The successful candidate will hold relevant licenses, demonstrate strong leadership and communication

Qualifications

• Active and valid securities licenses (Series 7, 66, 9/10) and insurance license required (or within specified conditioning periods).
• Bachelor’s degree or equivalent work experience.
• 4+ years financial sales leadership experience.
• Strong leadership, communication, and client-service focus.

Responsibilities

• Lead a team of financial professionals to provide investment guidance to clients.
• Increase branch revenue and expand the client base.
• Coach sales processes, deliver training, and manage performance.
• Collaborate with Financial Consultants and Investment Consultants on sales strategies.

Skills

Financial leadership

Sales coaching

Team leadership

Strategic planning

Education

Series 7 license

Series 66 license

Series 9/10 license

Life & Health Insurance license

Bachelor’s degree or equivalent

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