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VP, Assistant Branch Manager - Albany, NY

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OtherAssistant Branch Manager
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Quick Summary

Overview

Your Opportunity At Schwab, you’re empowered to grow your career while helping transform the finance industry through innovation and collaboration. As an Assistant Branch Manager (ABM),

Technical Tools
OtherAssistant Branch Manager

 

At Schwab, you’re empowered to grow your career while helping transform the finance industry through innovation and collaboration.

 

As an Assistant Branch Manager (ABM), you help drive business growth, client outcomes, and team performance within your local market.

Partnering with the Branch Manager, you support strategy execution to expand relationships, grow assets, and increase market impact, using sound judgment and data-driven decisions to influence branch results.

 

 

What We Offer

~1 min read
A valid and active FINRA Series 7 license required
Currently hold or obtain the FINRA Series 66 (or Series 63/65) license
Currently hold or obtain the FINRA Series 9 and 10 (or Series 8) licenses
Currently hold or obtain the Life and Health Insurance license
Relevant financial services experience, including client acquisition, relationship growth, and demonstrated industry knowledge, with exposure to business development or leadership activities preferred
CFP® designation preferred
  • Developing Others Ability to coach, develop, and support a team of professionals by providing clear expectations, actionable feedback, and ongoing performance guidance

          Applies a structured approach to performance management that drives engagement, accountability, and continuous improvement

 

  • Growth Mindset Demonstrates openness to learning, feedback, and new challenges while continuously building leadership and business capabilities

          Adapts approach based on evolving client needs, market conditions, and business priorities

 

  • Active Listening

         Uses active listening to understand client and employee needs, ensuring thoughtful responses and tailored solutions

 

         Builds trust by demonstrating empathy, responsiveness, and a commitment to delivering a high-quality experience

 

  • Influential CommunicationCommunicates with clarity and purpose to guide decision-making, align teams, and inspire action

          Effectively navigates conversations with clients, employees, and stakeholders to achieve desired outcomes and strengthen relationships

 

  • Business Growth

         Partners with the Branch Manager to execute growth initiatives and track performance against key metrics

 

         Drives branch growth by supporting strategies that expand client relationships, increase assets, and deepen wallet share

 

Location & Eligibility

Where is the job
Location terms not specified

Listing Details

Posted
September 3, 2026
First seen
September 4, 2026
Last seen
September 4, 2026

Posting Health

Days active
0
Repost count
0
Trust Level
49%
Scored at
September 4, 2026

Signal breakdown

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career-schwabVP, Assistant Branch Manager - Albany, NY