Branch Leader - West Hartford, CT/New Haven, CT

About the role

The role serves as a developmental opportunity for up-and-coming branch managers, focusing on the preparation and support of future leaders within the investor center network.

Responsibilities

• Support the Branch Manager in building a strong sales team and developing service associates
• Cultivate revenue opportunities and ensure high levels of customer happiness
• Implement national initiatives to grow business through in-branch customer contact, local marketing, educational seminars, and client appreciation
• Oversee operational activities, including supervision of local risk and compliance issues and customer concerns
• Foster the development of a group of associates by training, mentoring, counseling, and motivating branch representatives

Requirements

• At least five years in financial sales role
• Three or more years of management within a financial services environment is helpful
• Series 7 and 66 or 63/65 are required, and Series 9/10 must be obtained upon hire

Qualifications

• Background in relationship management and deep understanding of financial services
• Impressive time-management skills and ability to execute on multiple priorities
• Natural ability to influence and enhance the sales skills of others
• Validated grasp of compliance and regulatory guidelines
• Professional demeanor and excellent interpersonal skills
• Positive attitude, empowering business professionalism, and strong work ethic with high level of integrity

Skills

• Your background in relationship management and deep understanding of financial services
• Impressive time-management skills and ability to execute on multiple priorities
• Natural ability to influence and enhance the sales skills of others
• Validated grasp of compliance and regulatory guidelines
• Professional demeanor and excellent interpersonal skills
• Positive attitude, empowering business professionalism, and strong work ethic with high level of integrity

Benefits

Not specified

Pay

Not specified

Schedule

Not specified

Skills

• Your background in relationship management and deep understanding of financial services
• Impressive time-management skills and ability to execute on multiple priorities
• Natural ability to influence and enhance the sales skills of others
• Validated grasp of compliance and regulatory guidelines
• Professional demeanor and excellent interpersonal skills
• Positive attitude, empowering business professionalism, and strong work ethic with high level of integrity

How Your Work Impacts the Organization

You will learn everything you need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, growing the local market, and coaching and mentoring associates.

Fidelity's Onsite Working Model

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications

Category: Sales