Branch Manager, Workplace Branch
Company: Charles Schwab
Location: Council Bluffs
Posted on: November 27, 2025
|
|
|
Job Description:
Position Type: Regular 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
Workplace Branch organization is at the heart of our firm’s
commitment tohelping Workplace (SPS, RPS, DBS) participants own
their financial futures. In this exciting role, you’ll introduce
plan participants to the breadth of Schwab’s Retail and Workplace
offerings through a planning-led approach. As a Branch Manager,
Workplace at Schwab, a central part of your role will be inspiring
your team of financial professionals as they provide investment
guidance and support to participants of Stock Plan Services (“SPS”)
and Retirement Plan Services (“RPS”) corporate relationship(s). You
will work closely with Workplace Advice Consultants and Workplace
Investment Consultants in building strong relationships while
coaching to support in-the-moment questions, advice consultations,
financial planning, implementation of action plans, and more. The
Workplace Branch Manager will be tasked with helping Charles Schwab
fulfill its purpose of financial fitness for all by ensuring that
the consultants on the team are delivering high quality,
consultative conversations that are consistent with our message of
savings fundamentals. In addition, the Workplace Branch Manager
will contribute to the ongoing evolution of the Workplace Branch
organization through involvement in special projects, training
initiatives, sales opportunities, cross-functional team assignments
and support of plan sponsor client relationship management teams
where appropriate. This role will specifically be responsible for a
centralized team of Workplace Investment Consultants. If you’re
looking to bring your expertise and passion for leadership to a new
role with a firm that will value your contributions and champion
your growth, this may be the opportunity for you. What you have
Preferred: - A minimum of 7 years in the financial services
industry with leadership experience preferred - CFP, CWS, AAMS,
and/or master’s degree in business is preferred - Strong
leadership, management, and motivational skills - A desire to lead,
a passion for sales management, and a deep commitment to client
service - Ability to provide ongoing employee coaching,
development, and recognition - Demonstrated business development
experience with a strong drive for results - Passion to focus on
retention and development of top talent through coaching,
performance management, and employee engagement. - Strong industry
knowledgeand ability to develop internal and external partnerships
- Able and willing to travel - Proficient in establishing quality
cross-enterprise partnerships Required: - A valid and active Series
7 and 66 license is required - A valid and active Series 9/10
license is required (license(s) may be obtained under a condition
of employment) What’s in it for you At Schwab, you’re empowered to
shape your future. We champion your growth through meaningful work,
continuous learning, and a culture of trust and collaboration—so
you can build the skills to make a lasting impact. 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, Council Bluffs , Branch Manager, Workplace Branch, Sales , Council Bluffs, Iowa
