Charles Schwab · 10 months ago
VP, Branch Manager - New York, NY (Grand Central)
New York, NY
Full-time
Onsite
Mid, Senior Level
4+ years expSchwab is a company focused on transforming the finance industry through innovative thought and creative problem solving. As a Branch Manager, you will lead a team to provide exceptional investment guidance and support to clients while driving branch revenue and client expansion.
Financial Services
Responsibilities
Inspiring your team of financial professionals as they provide investment guidance and support to clients
Responsible for increasing branch revenue while expanding its client base
Work closely with your team of Financial Consultants (FC), and Investment Consultants (IC) in implementing large scale and tactical sales strategies
Sales coaching, sales process management, training delivery, performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners, sharing of best practices, and performing compliance and administrative tasks characteristic of our industry
Qualification
Required
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
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
Strong candidates will also have excellent communication skills and a track record of success in sales and sales leadership
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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