VP, Assistant Branch Manager - Gaithersburg, MD

Your Opportunity

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

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Charles Schwab - Investor Services

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 an Assistant Branch Manager (ABM) within Schwab’s Branch Network, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets.

As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement.

In more than 300 branch offices in 45 U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals. As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs.

If you are seeking the next step in your career as a leader within wealth management, this may be the role for you.

The Assistant Branch Manager (ABM) is part of the Branch Network where we deliver Wealth Management services to clients to meet their financial needs. In this role, you will report to the Branch Manager and responsibilities will be dependent on the Branch Manager’s span of control and geographic location. In collaboration with the Branch Manager, the ABM will develop and execute a comprehensive local business plan focused on growth of market share and client assets.

As a branch leader, the Assistant Branch Manager will focus on retention and development of top talent through coaching, performance management, and employee engagement. You will have oversight of one or several branches including having Associate Financial Consultants, Financial Consultants and the Client Service staff as direct reports. In this position, you will be responsible for delivering an excellent client experience through effective coaching of branch professionals and operational execution as necessary to ensure proper oversight, compliance and risk management of the branch.

As a local representative, the Assistant Branch Manager will be involved in community development in partnership with the Branch Manager to increase brand awareness through the development and execution of events, workshops, and sponsor ships as well as participation in organizational memberships.

Under the mentorship of a Branch Manager, you will progress through a learning curriculum that will prepare them for a Branch Manager role in approximately 18-24 months. Since this is a development role, those that are hired into this position need to be flexible to relocation across the network when a manager role becomes available.

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Required Qualifications:

• Bachelor’s degree or equivalent work-related experience
• A valid and active Series 7 license required
• A valid and active Series 66 (63/65) license required
• A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment)
• Since this is a development role, those that are hired into his position need to be flexible to relocate across the…