VP, Assistant Branch Manager - Charlotte, NC

Your opportunity _At Schwab, youu2019re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us u201cchallenge the status quou201d and transform the finance industry together._ As an Assistant Branch Manager (ABM) within Schwabu2019s Branch Network, you have the unique opportunity to center your work around development and growth u2013 for your clients, your team, and yourself. In collaboration with, and under the guidance of, the Branch Manager, you will develop and implement a comprehensive local business plan focused on growth of market share and client assets. As a branch leader, you will coach a driven team of branch professionals, attending to performance management and employee engagement. 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 their financial goals. As an ABM, you are on a direct path to become a Branch Manager, 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. This position will cover the branches located in Charlotte, Huntersville, and Winston-Salem. What you have Required Qualifications: + Bacheloru2019s degree or equivalent work-related experience + A valid and active Series 7 license required + A valid and active Series 66 (63/65) license required(may be obtained within a 90 day condition of employment) + A valid and active Series 9/10 (8) license required (may be obtained within a 90 day condition of employment) + Since this is a development role, those that are hired into his position need to be flexible to relocate across the network when a manager role becomes available. Preferred Qualifications: + A minimum of 5 years in the financial services industry with leadership experience preferred + Ability to provide ongoing employee coaching, development, and recognition + Demonstrated business development experience with a strong drive for results + Passion to focus on retention and development of top talent through coaching, performance management, and employee engagement. + Openness to build and deepen relationships with clients, within the community and within Schwab to achieve desired results + A valid and active Life and Health Insurance license (may be obtained within a 120 day condition of employment) + CFPu00ae designation is preferred + Strong brokerage and industry knowledge In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Whatu2019s in it for you At Schwab, youu2019re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationu2014so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you u2013 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 insuranceWhatu2019s in it for you: At Schwab, weu2019re committed to empowering our employeesu2019 personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youu2019ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you u2013 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 Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at or call 800-275-1281.

Created: 2026-03-07