Regional Banking Manager

Charles Schwab • Philadelphia, PA • 2h ago

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.

The Bank Sales team is seeking a high potential Regional Banking Manager (RBM) who will act as the Bank's subject matter authority. The RBM is tasked with driving a deeper understanding of our products and services among Financial Consultants (FCs) in the retail branches as well as with Registered Investment Advisors (RIAs) who use Schwab to custody their clients' assets.

Position allows for 100% remote work. Ideal candidate is to be located in one of the following metropolitan areas:

New York City, New York

Philadelphia, Pennsylvania

What you have

To ensure that we have fulfilled our promise of "challenging the status quo," this role has specific qualifications that successful candidates should have.

Required Qualifications

Active Series 7 and 63/66 licensing required

5+ years of relationship management experience in developing enhanced affiliations with Bank or Brokerage field partners to support business development activities

Shown ability to influence others, provide enhanced sales closing skills and deliver specific product and technical knowledge for all Bank offerings

In depth financial background in both home lending and asset-based lending with focus on high net worth clients

Deep analytical skills, including the business perspective to anticipate issues and their impact on other areas of the company and to actively ensure that their impact is addressed

Strong internal and external client focus, including ability to think in terms of client experience/perspective

High confidence level in public speaking, as well as strong communication skills

Ability to travel while effectively leading a large territory with the skill to multi-task while remaining organized and responsive

Bachelor's degree is a plus

Current NMLS is preferred

In addition to the salary range, this role is also eligible for bonus or incentive opportunities

SchwabBTSJobs

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

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

Schwab is an affirmative action employer, focused on employing and advancing in employment, qualified women, racial and ethnic minorities, protected veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at applicantaccessibility@schwab.com or call 800-275-1281.

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