Director, Market Leader - Independent Branch Services
Company: Charles Schwab
Location: Bakersfield
Posted on: April 17, 2024
Job Description:
Position Type: Regular Your Opportunity Independent Branch
Services leads Schwab's growing network of franchise locations
called Independent Branches. We use our strong national brand and
partner with local advisor talent to extend Schwab's retail
presence into affluent communities that were previously underserved
by our branch network. The Independent Branch Market Leader
supervises multiple independent branches within their region or
segment, partnering with franchisees-called Independent Branch
Leaders (IBLs)-to help them successfully develop and grow their
franchise businesses and advance Schwab's reputation and brand
awareness in their local communities. As the Independent Branch
Market Leader of developing IBLs, your goal will be help onboard,
train, and strategically coach new IBLs in the network. This is a
critical responsibility as it will help to shape their view of the
business and how they approach their opportunity as a franchisee.
By leveraging technology, cohorts, and business partners you will
help the franchisees start quickly, overcome challenges, and become
self-sufficient. You'll ensure a strong culture of compliance, risk
management and supervision. You'll collaborate with other branch
partners to help your IBLs develop growth strategies, improve
practice management processes, and deliver an outstanding client
experience. You will support the navigation of the "start-up" phase
of a franchisee's lifecycle which is critical to IBLs establishing
a business that delivers the long-term growth and scale required to
be successful. You will also play a critical strategic role in the
design and implementation of the Franchise Activation program,
-which is a new program to create a better and more scalable
transition/training experience for all Independent Branch
Representatives. What you're good at:
- Influence Leadership - Achieve desired outcomes and results by
inspiring, encouraging, and persuading through trusted
relationships
- Driving Long-term Results - Focused on long-term
franchisee/franchisor success and shareholder value; not just
beating short-term expectations
- Risk Management - Drive a culture of compliance and instill
strong supervision mentality within the region; implement and
enforce applicable rules, regulations, policies and procedures;
understand business risks and work closely with Supervision and
Controls, Compliance and Legal teams to anticipate and address
concerns and issues.
- Interpersonal Effectiveness - Innate ability to connect with
others in a way that cultivates trust and promotes accountability;
understand the strengths and weaknesses of others and anticipate
how they will react to a situation
- Growth Mentality - willingness to learn from mistakes, be
inquisitive, and be receptive to feedback
- Advocating - Listen carefully to constituents to understand key
needs and challenges; share feedback with relevant leadership and
assertively pursue improvements on their behalf
- Change Leadership - Ability to thrive in an evolving
environment; help others navigate stressful situations and lead the
region through the change management process
- Entrepreneurial Orientation- Tendency to seize opportunities
and inspire others along the way
- Personal Accountability - Exhibit a high level of ownership and
demonstrate a positive, can-do attitude
- Brand Ambassador - Represent the Schwab brand well and be an
ambassador in all interactions; lead by example
- Strategic Partnerships - Develop strong relationships with key
partners throughout the organization; help them understand unique
needs of Independent Branch Leaders; show them they are valued
through regular appreciation and recognition. What you have
- 7+ years' of sales and leadership experience in a financial
services capacity
- Prior sales management experience as well as exposure to other
branch functions including Operations, Technology, Human Resources,
Supervision, Compliance, etc.
- Proven track record of building and developing strong and
collaborative teams through engagement
- Ability to inspire shared vision with a strong drive for
results
- Ability to build and sustain strong trusted partnerships with
employees, peers and colleagues in other work groups
- Sound and decisive operational & supervisory judgment
- Constant drive for innovation and continuous improvement that
benefits the client experience
- Ability to set clear expectations and hold teams accountable
for significant results, raising the team up to their full
potential through coaching and support
- Commitment to holding yourself and others to high degree of
integrity
- Skills in providing guidance and leadership to a team of
franchisees who are responsible for their employee's coaching,
development, recognition and performance management Education,
Licenses, and Designations
- Bachelor's degree required
- Active and valid Series 7 required
- Active and valid Series 9/10 required
- Active and valid Series 66 required
- Life & Variable Annuity Insurance License required
- Active and valid Series 24 preferred
- CFP/CFA/CIMA/AAMS/CWS preferred *Travel will be required, as
needed, 40-60%* 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, Bakersfield , Director, Market Leader - Independent Branch Services, Executive , Bakersfield, California
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