Charles Schwab · 2 days ago
VP, Assistant Branch Manager - Portland, OR
Portland, OR
Full-time
Onsite
Mid, Senior Level
5+ years expCharles Schwab is a leading financial services firm that empowers individuals to make impactful career choices. As an Assistant Branch Manager, you will develop and implement a local business plan focused on growth, coach a team of branch professionals, and prepare for a future role as a Branch Manager within the Investor Services organization.
Financial Services
Responsibilities
Develop and implement a comprehensive local business plan focused on growth of market share and client assets
Coach a driven team of branch professionals
Attend to performance management and employee engagement
Qualification
Required
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
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
Company
Charles Schwab
We have plans for every turn you take.
10001+ employees
H1B Sponsorship
Charles Schwab has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (579)
2024 (468)
2023 (455)
2022 (705)
2021 (483)
2020 (282)
Funding
Current Stage
Late StageLeadership Team
J
Jim McGreevy
Senior Project Manager
Recent News
2025-10-04
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2025-09-28
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