Branch Leader - Providence, RI

Fidelity Investments • Providence, RI

22h

About The Position

The Branch Leader collaborates with senior management to manage a team of sales and service associates and supports the Vice President, Branch Leader. The role focuses on building a strong sales team, developing service associates, generating revenue opportunities, and improving customer satisfaction. It applies national initiatives to grow the business through customer engagement, local marketing, educational seminars, and client appreciation events. The Branch Leader also coordinates branch operations, ensures compliance, resolves customer concerns, and motivates associates to achieve individual and team success.

This is a developmental role for those aiming to lead their own branch. Over 12–24 months, the role provides experience in branch management, including supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates. The role develops talent within the investor center network and aids the assigned Vice President, Branch Leader. The employee may work at more than one branch or have a different main branch during the program.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite expectations vary by role and location and may evolve as the rollout continues. The posting notes this transition does not apply to fully remote roles.

Requirements

• At least five years in a financial sales role.
• Series 7 and Series 66 or Series 63 and 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 handle multiple priorities.
• Ability to influence and develop the sales skills of others.
• Demonstrated understanding of compliance and regulatory guidelines.
• Professional demeanor and excellent interpersonal skills.
• Positive attitude, commitment to business integrity, strong work ethic, and high integrity.

Nice To Haves

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

Responsibilities

• Collaborate with senior management to manage a team of associates.
• Support the Vice President, Branch Leader.
• 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 hiring, lead a compliant and thriving office, grow the market, and mentor associates.

What This Job Offers

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