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  1. Home
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  3. sales
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  5. VP, Branch Manager
BuzzFile logo

VP, Branch Manager

Not Disclosed•Full-TimeOn-site

location_on2838, Reverend Abraham Woods Jr Boulevard, Central City, Birmingham, Jefferson County, Alabama, 35203, United States

Apply Now

About Schwab

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. 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.

About the Role

As a Branch Manager, you will work in the most critical role at the local market level, providing the service, advice, and leadership that have made us the force we are today. A central part of your role will be inspiring your team of financial professionals as they provide investment guidance and support to clients.

You will be responsible for increasing branch revenue while expanding its client base. Additionally, you will work closely with your team of Financial Consultants and Investment Consultants in implementing large-scale and tactical sales strategies. Your typical day will include sales coaching, sales process management, training delivery, performance management and recognition, client presentations, interviewing prospective employees, collaborating with business partners, sharing of best practices, and performing compliance and administrative tasks characteristic of our industry.

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's in it for You

At Schwab, you're empowered to shape your future. We offer a competitive benefits package that takes care of the whole you – both today and in the future, including a 401(k) with company match, paid time for vacation and volunteering, a 28-day sabbatical after every 5 years of service, paid parental leave, tuition reimbursement, and health, dental, and vision insurance.

Work location

Work model: On-site

location_on

2838, Reverend Abraham Woods Jr Boulevard, Central City, Birmingham, Jefferson County, Alabama, 35203, United States

Birmingham, Alabama

Key Responsibilities

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check_circle
Deliver client presentations and interview prospective employees
  • check_circleImplement large-scale and tactical sales strategies with Financial and Investment Consultants
  • check_circleInspire and lead the team of financial professionals to provide investment guidance and support to clients
  • check_circleIncrease branch revenue while expanding the client base
  • check_circleConduct sales coaching, sales process management, and training delivery
  • check_circlePerform industry-specific compliance and administrative tasks
  • check_circleManage team performance through evaluation, recognition, and performance management
  • check_circleCollaborate with business partners and share best practices across the organization
  • Requirements

    • verifiedActive and valid Series 7 license
    • verifiedActive and valid Series 66 (63/65) license
    • verifiedActive and valid Series 9/10 license
    • verifiedActive and valid Life and Health Insurance license
    • verifiedBachelor's degree or equivalent work-related experience
    • verified4+ years financial sales leadership experience

    Nice to Have

    Active and valid FINRA Series 24 license. CFP, CFA, CIMA, and/or AAMS certifications. Strong leadership, management, and motivational skills. A desire to lead, a passion for sales management, and a deep commitment to client service. Proficient in establishing quality cross-enterprise partnerships. Excellent communication skills and a track record of success in sales and sales leadership.

    Benefits & Perks

    check_circle401(k) with company match and Employee stock purchase plancheck_circlePaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of servicecheck_circlePaid parental leave and family building benefitscheck_circleTuition reimbursementcheck_circleHealth, dental, and vision insurance
    BuzzFile cover image
    BuzzFile logo
    Company

    BuzzFile

    Industry

    Information Services

    Headquarters

    Morganville, NJ

    Open Roles

    7

    The Smartest Way to Reach New Customers & Grow Sales

    BuzzFile operates within the Information Services industry, providing advanced company data and research tools from its headquarters in Morganville, New Jersey. The organization offers a comprehensive database containing 17 million companies, 50 million contacts, and 6 million buildings. This platform is designed to help users locate specific businesses efficiently through advanced search and productivity capabilities. The core offering, BuzzFile Professional, serves sales and marketing professionals by consolidating prospecting and research activities into a single workflow. This solution allows teams to filter prospects by size, location, and industry, identify decision-makers, and reduce the time spent on traditional site visits and manual research. The tool aims to help clients generate higher sales volumes in shorter timeframes. Beyond commercial applications, BuzzFile supports the education sector through Buzzfile.EDU. This initiative provides colleges and universities with a free Employers by Major resource, enabling students to research thousands of potential employers across over 150 different majors. More than 300 higher education institutions currently utilize this resource to assist career services in improving student job placement rates. The educational platform allows administrators to customize content to match their specific majors and website design. BuzzFile continues to serve both corporate and academic sectors by delivering extensive data access and streamlined research tools.
    View company profilearrow_forwardlanguageWebsitelinkLinkedIn
    Quick Overview

    Experience

    4+ yrs (Executive)

    Education

    Bachelor's degree or equivalent work-related experience

    Job Type

    Full-Time

    Skills Required

    Series 7Series 66Series 63Series 65Series 9/10Life And Health Insurance License
    Recrutus

    Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

    Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

    publiclanguageshare
    Job seekers
    Browse jobsCompanies hiringRemote jobsJobs by locationJobs by cityJobs by categoryCareer guidesCareer blogSalary insights
    Job types
    Contractor jobsFull-Time jobsIntern jobsOther jobsPart-Time jobsPer-Diem jobsTemporary jobs
    Top states
    Jobs in TexasJobs in New YorkJobs in CaliforniaJobs in FloridaJobs in TennesseeJobs in VirginiaAll states →
    Top categories
    Healthcare & Nursing jobsLogistics & Warehouse jobsEngineering jobsAccounting & Finance jobsSales jobsIT jobsHospitality & Catering jobs
    Popular skills
    CDL-A jobsRegistered Nurse jobsBLS jobsExcel jobs
    Featured employers
    Company
    About usFAQContactPrivacy policyUS privacy notice

    Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

    © 2026 Recrutus. All rights reserved.
    Terms of serviceCookie policyAcceptable useDMCA policyEmployer termsCandidate terms
    Series 24
    Cfa
    Cima
    Aams
    Accessibility