VP, Branch Manager - National Branch - Greater Metro

Charles Schwab Corporation; Austin (TX); On-site; USD 110,000 - 150,000; Full time

Job summary

Charles Schwab Corporation in Austin seeks a Branch Manager to lead a team of financial professionals, drive client service excellence, and grow branch revenue through effective sales leadership, coaching, and compliant operations.

You will coach FCs and ICs, deliver training, interview candidates, partner with business units, and implement sales strategies while ensuring regulatory compliance and top-tier client experience.

Qualifications

• Active leadership experience in financial services or sales management.
• Experience coaching and developing high-performance sales teams.
• Strong communication and client-facing skills.

Responsibilities

• Lead and coach a team of financial professionals to deliver guidance and service to clients.
• Drive branch revenue growth and expand the client base.
• Manage sales processes, performance reviews, and training delivery.

Skills

Leadership

Sales leadership

Communication

Client service

Coaching

Partnerships

Education

Bachelor’s degree or equivalent

Job description

Your Opportunity

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

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