Branch Leader - Boise, ID

Fidelity Investments • Eagle, ID

2d

About The Position

The Branch Leader collaborates with senior management to manage and develop a team of sales and service associates preparing to lead their own branch. The role supports the Vice President, Branch Leader and helps build a strong sales team while developing service associates who generate revenue opportunities and promote 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, supports compliance, resolves customer concerns, and motivates associates to achieve individual and team success.

This is a developmental opportunity for people aiming to lead their own branch. Over a 12–24 month program, the Branch Leader learns branch management, supports hiring, helps lead a compliant and thriving office, grows the market, and mentors associates. The role develops talent within the investor center network and supports the assigned Vice President, Branch Leader. The employee may work at more than one branch or have a different primary branch during the program.

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 9/10 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.

Responsibilities

• Manage and develop a team of sales and service associates in collaboration with senior management.
• Support the Vice President, Branch Leader.
• Build a strong sales team and develop service associates.
• Apply national initiatives to increase business growth through customer engagement, local marketing, educational seminars, and client appreciation events.
• Coordinate branch operations, support compliance, and resolve customer concerns.
• Develop and motivate associates to achieve individual and team success.
• Learn and support branch management, including hiring, leading a compliant office, market growth, and mentoring associates.

What This Job Offers

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