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About the Role

As a leader of a Fidelity branch team, you'll have the resources to succeed by educating the local market, driving national initiatives, and growing local business through customer meetings, seminars, lead utilization, and client appreciation. You will drive branch performance through talent development, operational excellence, and strategic leadership by recruiting, mentoring, and coaching associates. You are integral in running branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance. You will work alongside the VP, Branch Leader in building and leading strategies to develop associates and their business. Your leadership and decisions will significantly impact branch success, market growth, and profitability.

Responsibilities

Educate the local market to drive national initiatives and grow local business.
Recruit, mentor, and coach associates to strengthen team capabilities and foster a high-performing culture.
Manage branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance.
Collaborate with the VP, Branch Leader to build and lead strategies for associate development.
Drive business opportunities by building a strong sales and service team.
Cultivate revenue while ensuring high levels of customer happiness.

Requirements

Bachelor’s Degree highly preferred.
5+ years in a financial sales role.
3+ years of financial services management is helpful.
All-encompassing brokerage and mutual fund knowledge and expertise in financial planning.
Ability to coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities.
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity.
Fidelity will not provide immigration sponsorship for this position.

Skills

Contagious enthusiasm for hiring, mentoring, and developing new branch associates.
Inspired by passion for working collaboratively, improving productivity, and implementing ideas.

Location

Onsite

Work Type

Full-time

Experience Level

5+ years in financial sales role
3+ years of financial services management

Education Level

Bachelor’s Degree

About the Company

Our mission is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness.
Our branches offer a full range of investment products and services to individual mutual fund and brokerage customers – including personal, needs-based investment guidance, wealth management, retirement planning, income strategies, and college planning services.
The team provides vital product and service offerings maintained through sophisticated technology; all delivered via a world-class investment platform.
Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others.
Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.