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Vice President, Branch Manager - Active Trader

AT Charles Schwab
Charles Schwab

Vice President, Branch Manager - Active Trader

Chicago, IL

Salary: USD $125,000 - $165,000 / Year

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 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 characteristicof 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.

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Your typical day will include:

  • Sales coaching and sales process management
  • Development of branch team with effective training and performance management,
  • Client presentations with your sales team
  • Analysis of performance data for trends and actions
  • Interviewing prospective employees
  • Collaborating with business partners sharing of the best methods
  • Performing the compliance and administrative tasks inherent in our industry.

What you have

To ensure that we have fulfilled our promise of 'challenging the status quo,' this role has specific qualifications that successful candidates should have.

  • Bachelor's degree or equivalent or equivalent work related experience
  • Active and valid FINRA Series 7 license is required
  • Active and valid FINRA Series 9/10 license is required
  • Active and valid FINRA Series 66 (63/65) license is required
  • Active and valid Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)
  • Additional designations are preferred: CFP
  • Demonstrated leadership, management and motivational skills
  • A minimum of 5 years in the financial services industry
  • A minimum of 4 years financial sales leadership
  • A desire to lead, a passion for sales management, and a deep commitment to client service
  • Shown success in establishing quality cross enterprise partnerships
  • Comprehensive industry and investment knowledge
  • Excellent communication skills and a track record of success in sales, sales leadership, and overall leadership

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

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

Client-provided location(s): Chicago, IL, USA
Job ID: CharlesSchwab-2024-105169
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Pet Insurance
    • Mental Health Benefits
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Sabbatical
    • Leave of Absence
    • Volunteer Time Off
  • Financial and Retirement

    • 401(K) With Company Matching
    • Stock Purchase Program
    • Performance Bonus
    • Financial Counseling
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program
  • Diversity and Inclusion

    • Employee Resource Groups (ERG)
    • Diversity, Equity, and Inclusion Program