Branch Leader - Carmel, IN

Fidelity Investments • Carmel, IN

383d • Onsite

About The Position

The Branch Leader at Fidelity Investments is a pivotal role designed for individuals aspiring to manage their own branch. This position involves partnering with senior management to lead a team of sales and service associates, focusing on both sales and operational activities within a branch environment. The role is developmental, intended to prepare candidates for future branch management responsibilities while providing support to the assigned Branch Manager.

Requirements

• At least five years in a financial sales role.
• Three or more years of management experience within a financial services environment.
• Required licenses: Series 7 and 66 or 63/65; must obtain Series 9/10 and Insurance licenses within 60 days of hire.
• Strong background in relationship management and understanding of financial services.
• Impressive time-management skills and ability to execute on multiple priorities.
• Validated grasp of compliance and regulatory guidelines.
• Professional demeanor and excellent interpersonal skills.

Nice To Haves

• Experience in leading a team in a financial services environment.
• Knowledge of local market dynamics and customer engagement strategies.

Responsibilities

• Support the Branch Manager in building a strong sales team and developing service associates to cultivate revenue opportunities.
• 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 associates by training, mentoring, counseling, and motivating branch representatives.

Benefits

• Flexible benefits that support employees through every stage of their career.
• Opportunities for learning and career development.
• Recognition as a top 10 Best Place to Work in 2024.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed