VP, Assistant Branch Manager - Private Wealth Services
Your Opportunity
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 an Assistant Branch Manager (ABM) – Private Wealth Services, 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 two Branch Managers in Private Wealth Services, you will develop and implement a comprehensive local business plan focused on assisting the mission to reach, retain and grow in our ultra-high-net worth segment ($10M+). As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement.
As an ABM, you are on a direct path to become a Branch Manager in the local Branch Network, on a Centralized team or Private Wealth Services, 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.
What you have
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)
- A valid and active Life and Health Insurance license (may be obtained within a 120-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 network when a manager role becomes available.
Preferred Qualifications:
- A minimum of 5 years in the financial services industry with leadership experience preferred
- Ability to provide ongoing employee coaching, development, and recognition
- Demonstrated business development experience with a strong drive for results
- Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.
- Openness to build and deepen relationships with clients, within the community and across Schwab to achieve desired results
- CFP®, CPWA®, and/or CWS®designation is preferred
- Strong brokerage and industry knowledge
Candidate must be located or open to relocation in one of the following metropolitan areas:
- Dallas, TX
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
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)
- A valid and active Life and Health Insurance license (may be obtained within a 120-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 network when a manager role becomes available.
Preferred Qualifications:
- A minimum of 5 years in the financial services industry with leadership experience preferred
- Ability to provide ongoing employee coaching, development, and recognition
- Demonstrated business development experience with a strong drive for results
- Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement.
- Openness to build and deepen relationships with clients, within the community and across Schwab to achieve desired results
- CFP®, CPWA®, and/or CWS® designation is preferred
- Strong brokerage and industry knowledge
Candidate must be located or open to relocation in one of the following metropolitan areas:
- Dallas, TX
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment opportunity employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. (Please click here to see policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.