VP, Assistant Branch Manager (Financial Services)

Location: Campbell, Santa Clara County, California, United States

Salary: USD 111,800–201,200 per year, plus bonus or incentive opportunities.

Company

hirify.global provides investment, wealth management, banking, and financial services to individuals and families.

What you will do

• Develop and implement a local business plan focused on market share and client asset growth.
• Coach and develop branch professionals through performance management, recognition, and employee engagement.
• Build and deepen relationships with clients, community members, and internal Schwab partners.
• Support clients with financial goals including retirement planning, charitable giving, estate planning, investing, and banking needs.
• Work with the Branch Manager as part of the branch leadership team.

Requirements

• Bachelor’s degree or equivalent work-related experience.
• Valid and active Series 7 license.
• Valid and active Series 66 license, or Series 63/65.
• Valid and active Series 9/10 license, or Series 8; this may be obtained within 90 days of employment.
• Flexibility to relocate across the branch network when a Branch Manager role becomes available.
• Financial services leadership, business development, coaching, and brokerage industry experience.

Nice to have

• At least five years of financial services industry experience with leadership experience.
• Valid and active Life and Health Insurance license; this may be obtained within 120 days of employment.
• CFP® designation.

Culture & Benefits

• Continuous learning and career development in a culture of trust and collaboration.
• 401(k) with company match and employee stock purchase plan.
• Medical, dental, and vision insurance.
• Paid vacation, volunteering time, parental leave, and family-building benefits.
• Tuition reimbursement and a 28-day sabbatical after every five years of service for eligible positions.