Branch Leader
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will support the Vice President, Branch Leader by building a sales team and developing service associates. You will apply national initiatives to increase customer engagement and business growth, coordinate branch operations, resolve customer concerns, maintain compliance, and motivate associates to achieve individual and team success.
Requirements
- At least five years of experience in a financial sales role
- Three or more years of management experience in a financial services environment preferred
- Series 7 and 66 or 63/65 licenses
- Acquire Series 9/10 upon hire
- Relationship management background
- Financial services knowledge
- Time management
- Ability to influence and develop sales skills
- Compliance and regulatory knowledge
- Interpersonal skills
Responsibilities
- Build and develop sales and service associates
- Apply national initiatives to increase business growth through customer engagement, marketing, seminars, and client events
- Coordinate branch operations
- Ensure compliance
- Resolve customer concerns
- Develop and motivate associates to achieve individual and team success
- Support hiring, market growth, and associate mentoring
Benefits
- Fully paid parental leave
- On-site health and wellness centers