VP, Assistant Branch Manager - Tacoma, WA

About the role

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.

Responsibilities

• Develop and implement a comprehensive local business plan focused on growth of market share and client assets.
• Collaborate with and guide a team of branch professionals in achieving financial goals for clients.
• Attend to performance management and employee engagement.

Requirements

• 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 (may be obtained within a 90 day condition of employment)
• 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 this 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 within Schwab to achieve desired results
• A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment)
• CFP® designation is preferred
• Strong brokerage and industry knowledge

Benefits

• 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