Branch Leader - Pasadena, CA

Fidelity•Pasadena, CA

1d•Onsite

About The Position

The Branch Leader role at Fidelity is a developmental position designed for individuals aiming to lead their own branch. This role involves collaborating with senior management to oversee a team of sales and service associates, with the ultimate goal of preparing them to lead their own branches. The Branch Leader will support the Vice President, Branch Leader by building a strong sales team and developing service associates who drive revenue and ensure customer satisfaction. Key responsibilities include implementing national initiatives for business growth through customer engagement, local marketing, educational seminars, and client appreciation events. The role also entails coordinating branch operations, ensuring compliance, resolving customer concerns, and motivating associates to achieve success. This is a 12-24 month developmental program focused on training talent within the investor center network and supporting the assigned VP, Branch Leader. The associate may work at multiple branches during the program.

Requirements

At least five years in a financial sales role
Series 7 and 66 or 63/65 are required
Must acquire the Series 9/10 upon hire
Background in relationship management
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

Nice To Haves

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

Responsibilities

Collaborate with senior management to manage a team of successful associates preparing to lead their own branch.
Support the Vice President, Branch Leader.
Build a strong sales team and develop service associates who help generate revenue opportunities and ensure high customer happiness.
Apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events.
Coordinate branch operations, ensuring compliance and resolving customer concerns.
Develop and motivate associates to achieve individual and team success.
Learn all aspects of branch management, including supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates.