VP, Assistant Branch Manager - International Branch at Charles Schwab Careers
JOB DESCRIPTION
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.
Schwab's
International Branch Network
provides wealth management support to
cross border
non
U
.S.
resident) clients
, helping them navigate U.S. markets and pursue their financial goals.
The
International Branch teams
includes
International Financial Consultants and Wealth Consultants
to deliver advice, manage relationships, and grow client assets through a collaborative,
relationship
based approach.
International Branch teams are
also
supported by roles such as
Financial Consultant Partners and Client Relationship Specialists
, who collaborate with branch leadership and advisors to help deliver a seamless, high
quality client experience across the practice.
As an
Assistant Branch Manager (ABM)
within Schwab's
International Branch Network
you'll
help drive branch growth while developing as a leader. Partnering closely with the Branch Manager,
you'll
execute a local business plan
focused on increasing
market share
and
client assets
, and
you'll
lead and coach professionals who support clients in pursuing their financial goals.
This is a
development role
with a direct path to
Branch Manager
within Investor Services-supporting individuals and families with goals such as retirement and estate planning. If
you're
energized by coaching others, delivering results, and building lasting client relationships, this could be your next step.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
-
Orlando
1958 Summit Park Dr, Orlando FL 32810
What you have
Required Qualifications
-
Bachelor's degree
or equivalent combination of education and experience
-
Active FINRA licenses:
Series 7, Series 66 (or 63/65), and Series 9/10 (or
24
-
Demonstrated ability to
lead, coach, and develop
a team to achieve performance goals (e.g., coaching, feedback, recognition)
-
Proven skill in
business development
and driving outcomes (pipeline building, client acquisition, deepening relationships, or asset growth)
-
Strong capability to
build and deepen client relationships
and partner across teams to deliver results
-
Flexibility to
relocate
across the network
when a Branch Manager opportunity becomes available
Preferred Qualifications
-
Professional designations such as CFP, CFA, CIMA, AAMS, AWMA, or CWS
-
Strong brokerage/industry knowledge and the ability to apply it in coaching and client outcomes
-
Experience strengthening
engagement and retention
through performance management and talent development practices
-
Proficiency in Spanish is preferred.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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