Branch Leader - Thousand Oaks, CA

Fidelity Investments • Thousand Oaks, CA

23h • $100,000 - $168,000 • Onsite

About The Position

The Branch Leader is a developmental role supporting the Vice President, Branch Leader and helping prepare a team of successful associates to lead their own branches. The position involves building a strong sales team, developing service associates, and supporting revenue generation and customer satisfaction. The Branch Leader applies national initiatives to grow the business through customer engagement, local marketing, educational seminars, and client appreciation events. The role also coordinates branch operations, maintains compliance, resolves customer concerns, and develops and motivates associates to achieve individual and team success.

The role provides an initial opportunity for those aiming to lead their own branch and offers exposure to branch management, including hiring support, leading a compliant and thriving office, growing the market, and mentoring associates. The developmental program lasts 12–24 months. The role develops talent within Fidelity’s investor center network and supports the assigned Vice President, Branch Leader. Work may take place at more than one branch, or the primary branch may change during the program. Fidelity is transitioning to a full-time onsite working model through a phased rollout; onsite expectations vary by role and location and may evolve.

Requirements

• At least five years of experience in a financial sales role.
• Series 7 and Series 66 or Series 63 and Series 65 are required.
• Must acquire Series 9 and Series 10 upon hire.
• Background in relationship management and a deep understanding of financial services.
• Strong time-management skills and ability to manage multiple priorities.
• Ability to influence others and develop their sales skills.
• Demonstrated understanding of compliance and regulatory guidelines.
• Professional demeanor and excellent interpersonal skills.
• Positive attitude, business integrity, strong work ethic, and high level of integrity.

Nice To Haves

• Three or more years of management experience in a financial services environment is preferred.

Responsibilities

• Build a strong sales team and develop service associates.
• Support revenue generation and high customer satisfaction.
• Apply national initiatives to grow the business through customer engagement, local marketing, educational seminars, and client appreciation events.
• Coordinate branch operations, ensure compliance, and resolve customer concerns.
• Develop and motivate associates to achieve individual and team success.
• Support the Vice President, Branch Leader.
• Learn and support branch management activities, including hiring, leading a compliant office, growing the market, and mentoring associates.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Retirement benefits
• Paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed