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Vice President, Branch Manager (m/f)

Company: Charles Schwab
Location: New York
Posted on: June 12, 2018

Job Description:

The company operates within the financial industry.--As the leader of a Branch, you will inspire your team of Sales professionals and Client Service professionals as they provide investment guidance and support to clients primarily through face-to-face meetings.-- Unlike no other job the Branch Manager is the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today.A typical day would include sales coaching and sales process management, development of branch team with effective training and performance management, client presentations with your sales team, analysis of performance data for trends and actions, interviewing prospective employees, collaborating with business partners sharing of best practices and performing the compliance and administrative tasks inherent in our industry. ?Demonstrated leadership, management and motivational skills--A minimum of 5 years in the financial services industry with at least 4 years in a sales leadership capacityA desire to lead, a passion for sales management, and a deep commitment to client serviceProven success in establishing quality cross enterprise partnershipsComprehensive industry and investment knowledgeExcellent communication skills and a track record of proven success in sales, sales leadership and overall leadershipBachelor's degree requiredA valid and active Series 7 license is requiredA valid and active Series 9/10 license is requiredA valid and active Series 66 (63/65) license is requiredA valid and active Series 24 is preferredAdditional designations are preferred: CFP, CFA, CIMA, and/or AAMSA valid and active Life and Health Insurance license is required (may be obtained within a 120 day condition of employment)?

Keywords: Charles Schwab, New York, Vice President, Branch Manager (m/f), Executive, New York, New York

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