Our branch network is part of the broader Investor Services organization and is primarily 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. In more than 300 branch offices in 45 https://U.S. states, you'll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve that common goal.
To learn more about our client offerings visit: Charles Schwab - Investor Services
The Assistant Branch Manager (ABM) is part of the Branch Network where we deliver Wealth Management services to clients to meet their financial needs. In this role, you will report to the Branch Manager and responsibilities will be dependent on the Branch Manager’s span of control and geographic location. In collaboration with the Branch Manager, the ABM will develop and execute a comprehensive local business plan focused on growth of market share and client assets.
As a branch leader, the Assistant Branch Manager will focus on retention and development of top talent through coaching, performance management, and employee engagement. You will have oversight of one or several branches including having Investment Consultants, Financial Consultants and the Client Service staff as direct reports. In this position, you will be responsible for delivering an excellent client experience through effective coaching of branch professionals and operational execution as necessary to ensure proper oversight, compliance and risk management of the branch.
As a local representative, the Assistant Branch Manager will be involved in community development in partnership with the Branch Manager to increase brand awareness through the development and execution of events, workshops, and sponsorships as well as participation in organizational memberships.
Under the mentorship of a Branch Manager, you will progress through a learning curriculum that will prepare them for a Branch Manager role in approximately 18-24 months. 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.
Required minimum skills and qualifications are:
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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
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