VP, Branch Manager - Memphis, TN

Charles Schwab Corporation; Germantown (TN); On-site; USD 90,000 - 150,000; Full time

Job summary

Charles Schwab Corporation in Germantown, TN seeks a Branch Manager to lead financial professionals, provide investment guidance, and drive branch revenue growth.

You will coach FC and IC teams, deliver training, interview candidates, and partner with internal teams to execute sales strategies while ensuring compliance.

Qualifications

• Active Series 7 license required.
• Active Series 66 license required (may be obtained within 90 days).
• Active Series 9/10 license required (may be obtained within 90 days).
• Life and Health Insurance license (may be obtained within 120 days).
• Bachelor’s degree or equivalent work experience.

Responsibilities

• Provide coaching and leadership to a team of financial professionals.
• Manage sales process and drive branch revenue growth.
• Deliver training, performance management, and recognition.
• Present to clients and participate in interviews for new hires.
• Collaborate with FCs, ICs, and business partners to execute sales strategies.
• Ensure compliance and handle administrative duties.

Skills

Leadership

Sales management

Client service

Communication skills

Coaching

Education

Bachelor's degree

Job description

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 implementing large 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 characteristic of 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.

What you have

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 in establishing quality cross-enterprise partnerships

• Strong candidates will also have excellent communication skills and a track record of success in sales and sales leadership

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