VP, Branch Manager - National Branch - Metro

About This Role

This Vice President Branch Manager role is a critical leadership position at the local market level, focusing on providing service, advice, and leadership to clients. The role involves inspiring a team of financial professionals, increasing branch revenue, and expanding the client base, while implementing sales strategies and performing various management and administrative tasks.

Responsibilities

• Inspire a team of financial professionals as they provide investment guidance and support to clients
• Increase branch revenue while expanding its client base
• Work closely with Financial Consultants (FC) and Investment Consultants (IC) in implementing large scale and tactical sales strategies
• Conduct sales coaching
• Manage the sales process
• Deliver training
• Manage performance and recognition
• Give client presentations
• Interview prospective employees
• Collaborate with business partners
• Share best practices
• Perform compliance and administrative tasks

Requirements

• 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

Nice to have:

• 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
• Excellent communication skills and a track record of success in sales and sales leadership

Benefits

• Eligible for bonus or incentive opportunities

About the Company

Schwab empowers employees to make an impact on their careers, fostering innovative thought and creative problem-solving to transform the finance industry.