VP, Assistant Branch Manager- Pleasanton, CA

Position Type : Regular

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 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.

In more than 300 branch offices in 45 U.S. states,

you'll

find Branch Managers leading and coaching their teams as they work directly with our clients to achieve

their financial goals. As an ABM,

you are on

a direct

path to become a Branch Manager

, a critical leader role within our Investor Services organization

, which

is

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.

If you are seeking the next step in your career as a leader within wealth management,

this may be the role for you

What you have

Required Qualifications :

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

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 his 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

What's in it for you

At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

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