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.
As an Assistant Branch Manager (ABM) – Private Wealth Services, you have the unique opportunity to center your work around development and growth – for your clients, your team, and yourself. In collaboration with, and under the guidance of two Branch Managers in Private Wealth Services, you will develop and implement a comprehensive local business plan focused on assisting the mission to reach, retain and grow in our ultra-high-net worth segment ($10M+). As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement.
As an ABM, you are on a direct path to become a Branch Manager in the local Branch Network, on a Centralized team or Private Wealth Services, a critical leader role within our Investor Services organization, which is 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. If you are seeking the next step in your career as a leader within wealth management, this may be the role for you.
Required Qualifications:
Preferred Qualifications:
Candidate must be located or open to relocation in one of the following metropolitan areas:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
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