VP, Assistant Branch Manager - International Branch

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.

Schwab's

International Branch Network

provides wealth management support to

cross border

non

U

.S.

resident) clients

, helping them navigate U.S. markets and pursue their financial goals.

The

International Branch teams

includes

International Financial Consultants and Wealth Consultants

to deliver advice, manage relationships, and grow client assets through a collaborative,

relationship

based approach.

International Branch teams are

also

supported by roles such as

Financial Consultant Partners and Client Relationship Specialists

, who collaborate with branch leadership and advisors to help deliver a seamless, high

quality client experience across the practice.

As an

Assistant Branch Manager (ABM)

within Schwab's

International Branch Network

you'll

help drive branch growth while developing as a leader. Partnering closely with the Branch Manager,

you'll

execute a local business plan

focused on increasing

market share

and

client assets

, and

you'll

lead and coach professionals who support clients in pursuing their financial goals.

This is a

development role

with a direct path to

Branch Manager

within Investor Services—supporting individuals and families with goals such as retirement and estate planning. If

you're

energized by coaching others, delivering results, and building lasting client relationships, this could be your next step.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

• Orlando

  1958 Summit Park Dr, Orlando FL 32810
  

What you have

Required Qualifications

• Bachelor's degree

  or equivalent combination of education and experience

• Active FINRA licenses:

  Series 7, Series 66 (or 63/65), and Series 9/10 (or

  24

• Demonstrated ability to

  lead, coach, and develop

  a team to achieve performance goals (e.g., coaching, feedback, recognition)

• Proven skill in

  business development

  and driving outcomes (pipeline building, client acquisition, deepening relationships, or asset growth)

• Strong capability to

  build and deepen client relationships

  and partner across teams to deliver results

• Flexibility to

  relocate

  across the network

  when a Branch Manager opportunity becomes available

Preferred Qualifications

• Professional designations such as CFP, CFA, CIMA, AAMS, AWMA, or CWS

• Strong brokerage/industry knowledge and the ability to apply it in coaching and client outcomes

• Experience strengthening

  engagement and retention

  through performance management and talent development practices

• Proficiency in Spanish is preferred.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.