Branch Leader - Naperville, IL

Fidelity Investments•Naperville, IL

1d•Hybrid

About The Position

A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. This role requires understanding both sales and operational activities within a branch environment. The position is intended to be a developmental role for 12-24 months, serving to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During this period, the individual may assist in more than one branch or have their primary branch location change. This role is designed as a first step for individuals aspiring to run their own branch, providing comprehensive learning in branch management, including assisting in hiring, leading a compliant office, growing the local market, and coaching associates. Fidelity is a privately held company committed to creating a diverse and inclusive work environment.

Requirements

At least five years in financial sales role
Series 7 and 66 or 63/65 are required
Obtain the Series 9/10 upon hire
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

Nice To Haves

Three or more years of management within a financial services environment is helpful

Responsibilities

Support the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring 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
Assist in the hiring process
Learn firsthand how to lead a successful and compliant office
Grow the local market
Coach and mentor associates