VP, Branch Manager - Seattle, WA

Charles Schwab Corporation; Seattle (WA); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

Charles Schwab Corporation is seeking a Branch Manager to lead and develop a high-performing team of financial professionals in the Seattle area. The role combines leadership, sales growth, and service excellence to expand the branch's client base and revenue while ensuring compliance and client satisfaction.

You will coach staff, manage sales processes, deliver training, and collaborate with partners to implement strategic initiatives, recruit top talent, and uphold Schwab's standards of

Qualifikationen

• 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)
• 4+ years financial sales leadership experience

Aufgaben

• Sales coaching and performance management of branch team
• Leadership in sales process management and training delivery
• Conduct client presentations and build relationships
• Interview prospective employees and hire talent
• Collaborate with business partners and share best practices
• Perform compliance and administrative duties typical of the industry

Kenntnisse

Leadership

Sales leadership

Communication skills

Ausbildung

Bachelor’s degree or equivalent

Equivalent work-related experience

Jobbeschreibung

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 also eligible for bonus or incentive opportunities.