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VP, Assistant Branch Manager - Campbell, CA

Date Posted: Jun 29, 2026
Yearly: USD - USD
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Job Detail

  • location_on
    Location Campbellfield, Baja California, United States of America
  • desktop_windows
    Job Type: Permanent
  • schedule
    Shift:
  • analytics
    Career Level:
  • group
    Positions:
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    Experience:
  • male
    Gender: No Preference
  • school
    Degree:
  • calendar_month
    Apply Before: Sep 28, 2026
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Job Description

Overview

As the VP, Assistant Branch Manager at Charles Schwab in Campbell, CA, you will play a crucial role in driving the growth of market share and client assets within the branch. Working closely with the Branch Manager, you will lead and coach a team of branch professionals while focusing on client relationship management and employee engagement. This position offers a pathway to a Branch Manager role, making it an excellent opportunity for leaders in the financial services industry.

Key responsibilities

  • Develop and implement a comprehensive local business plan
  • Coach and manage a team of branch professionals
  • Attend to performance management and employee engagement
  • Build and deepen client relationships within the community
  • Focus on business development and retention of top talent

Required skills

  • Bachelor's degree or equivalent work-related experience
  • Series 7, Series 66 (63/65), Series 9/10 (8) licenses
  • Minimum of 5 years experience in financial services industry
  • Leadership experience
  • Strong business development skills
  • Ability to coach and develop employees
  • Life and Health Insurance license (may be obtained within 120 days)
  • CFP designation preferred
  • Strong brokerage and industry knowledge

What the company offers

  • Competitive benefits package
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

Skills Required

Company Overview

Charles Schwab
Destin, Florida, United States of America
57 Current Jobs Openings

Charles Schwab is a financial services company that provides brokerage, banking, and investment advisory services. It is known for its innovative approach in the financial industry and its commitment to client success and financial wellness. Read More

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