Only 24h Left! VP, Assistant Branch Manager- Oklahoma City, OK
Company: Charles Schwab
Location: Oklahoma City
Posted on: July 5, 2025
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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. As an
Assistant Branch Manager (ABM) within Schwab’s Branch Network, 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, 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. What you
have Required Qualifications: - Bachelor’s 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) - CFP®
designation is preferred - Strong brokerage and industry knowledge
Pursuant to SAFE Act requirements, all employees engaged in
residential loan mortgage originations must register with the NMLS
registry system and remain in good standing. You will be required
to register and to submit to the required SAFE Act background check
and registration process. What’s in it for you 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: - 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
Keywords: Charles Schwab, Midwest City , Only 24h Left! VP, Assistant Branch Manager- Oklahoma City, OK, Accounting, Auditing , Oklahoma City, Oklahoma