Back to Jobs
CS

VP, Assistant Branch Manager - International Branch at Charles Schwab Careers

Charles Schwab Careers Orlando, FL

JOB DESCRIPTION

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.

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