Branch Leader- Rochester, NY

Fidelity Investments • Rochester, NY

1d • $100,000 - $168,000

About The Position

The Branch Leader works with senior management to manage and develop a team of sales and service associates, supporting the Vice President, Branch Leader. The role builds sales capabilities, develops service associates, and helps the branch generate revenue opportunities and deliver strong customer satisfaction. It applies national initiatives to promote business growth through customer engagement, local marketing, educational seminars, and client appreciation events. The Branch Leader also coordinates branch operations, supports compliance, resolves customer concerns, and motivates associates to achieve individual and team goals.

This is a developmental role for people preparing to lead their own branch. It provides exposure to branch management, including hiring support, running a compliant and successful office, market growth, and associate mentoring. The program lasts 12–24 months, supports the assigned VP, Branch Leader, and may involve work at multiple branches or 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 63/65 are required.
• Must acquire the Series 9/10 upon hire.
• Insurance license required.
• Background in relationship management and a deep understanding of financial services.
• Strong time-management skills and ability to handle multiple priorities.
• Ability to influence others and develop their sales skills.
• Validated 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 within 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 the sales team and develop service associates to generate revenue opportunities and improve customer satisfaction.
• Apply national initiatives to grow the business 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.
• Support hiring, lead a compliant and thriving office, grow the market, and mentor associates.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement benefits.
• Generous 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