VP, Branch Manager - Millburn, NJ

Charles Schwab Corporation; Millburn (NJ); On-site; USD 110,000 - 160,000; Full time

Job summary

Charles Schwab Corporation in Millburn, NJ seeks an experienced Branch Manager to lead a high-performing team of financial professionals. You will drive branch revenue, expand the client base, and implement strategic sales initiatives with FCs and ICs.

You will coach, train, and manage performance while delivering excellent client service, presentations, and cross-team collaboration. This role emphasizes leadership, compliance, and operational excellence.

Qualifications

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

Responsibilities

• Provide sales coaching and guide a team of financial professionals.
• Lead sales process management and training delivery for the branch.
• Manage performance, recognition, and client presentations.
• Interview prospective employees and onboard new staff.
• Collaborate with business partners and share best practices.
• Perform compliance and administrative tasks specific to the industry.

Skills

Leadership

Sales leadership

Communication

Coaching

Client service

Education

Bachelor’s degree or equivalent

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