VP, Branch Manager - Albuquerque, NM

About the role

You work in the most critical role at the local market level, providing the service, advice, and leadership that have made Schwab the force it is today. Your central responsibility includes inspiring your team of financial professionals to provide investment guidance and support to clients, while increasing branch revenue and expanding the client base.

Responsibilities

• Sales coaching
• Sales process management
• Training delivery
• Performance management and recognition
• Client presentations
• Interviewing prospective employees
• Collaborating with business partners
• Sharing of best practices
• Performing 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

Preferred Qualifications

• 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
• A track record of success in sales and sales leadership

Pay

Competitive compensation package including a 401(k) with company match and Employee stock purchase plan.

Schedule

Flexible schedule to accommodate the needs of the role and the client base.

Benefits

• 401(k) with company match and Employee stock purchase plan
• Paid time off 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