VP, Assistant Branch Manager - Boston, MA
Company: Charles Schwab
Location: Boston
Posted on: January 27, 2023
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Job Description:
Position Type: Regular
Your Opportunity
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 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 -What you are
good at
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 Associate Financial 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 relocation across the network when a manager role becomes
available. - - -To learn more about the culture at Schwab, click
here to meet our people.--- -What you have
Required minimum skills and qualifications are: - -
Keywords: Charles Schwab, Boston , VP, Assistant Branch Manager - Boston, MA, Executive , Boston, Massachusetts
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here to apply!
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