Branch Leader - Novi, MI

About the role

Are you ready to lead a team of world-class sales and service associates? A Fidelity Branch Leader collaborates with senior management to manage a team of successful associates preparing to lead their own branch. Your visionary spirit and strategic perspective will help our branch distinguish itself from competitors. As a Branch Leader, you will support the Vice President, Branch Leader. Your role includes building a strong sales team and developing service associates. These associates help generate revenue opportunities and ensure high customer happiness. You will also apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events. Additionally, you will coordinate branch operations, ensuring compliance and resolving customer concerns, while developing and motivating associates to achieve individual and team success.

Responsibilities

• Build and lead a high-performing sales and service team
• Support the Vice President, Branch Leader in branch management
• Develop associates who are prepared to lead their own branches
• Implement national initiatives to drive business growth through customer engagement, local marketing, seminars, and events
• Coordinate branch operations and ensure compliance with regulatory standards
• Resolve customer concerns and maintain high levels of customer satisfaction
• Motivate associates to achieve both individual and team success

Requirements

• At least five years in a financial sales role
• Three or more years of management within a financial services environment (preferred)
• Series 7 and 66 or 63/65 licenses required
• Must acquire Series 9/10 upon hire
• Background in relationship management and deep understanding of financial services
• Impressive time-management skills and ability to complete multiple priorities
• Natural ability to influence and develop the sales skills of others
• Validated grasp of compliance and regulatory guidelines
• Professional demeanor and excellent interpersonal skills
• Positive attitude, empowering business integrity and a strong work ethic with a high level of integrity

The Team

For those aiming to lead their own branch, this role provides the first opportunity. You will learn all aspects of branch management, such as supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates. The role is developmental and lasts 12–24 months. It develops talent within the investor center network and aids the assigned VP, Branch Leader. You may work at more than one branch or have a different main branch during the program.

Certifications

• Series 07 – FINRA
• Series 09 – FINRA
• Series 10 – FINRA
• Series 63 – FINRA
• Series 65 – FINRA