Branch Leader - Providence, RI

Fidelity • Providence, RI

18h

About The Position

The Branch Leader is a developmental role for someone preparing to lead their own Fidelity branch. The position supports the Vice President, Branch Leader and collaborates with senior management to manage and develop sales and service associates. The role lasts 12–24 months and supports talent development within Fidelity’s investor center network. The employee may work at more than one branch or have a different main branch during the program.

The Branch Leader builds a strong sales team, develops service associates, and applies national initiatives to grow 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.

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 during the rollout. Fidelity will not provide immigration sponsorship for this position. Hiring may be restricted by applicable laws and regulations concerning certain criminal histories.

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 handle 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 within a financial services environment is preferred.

Responsibilities

• Support the Vice President, Branch Leader and collaborate with senior management in managing associates.
• Build a strong sales team and develop service associates.
• Apply national initiatives to promote 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 activities, including hiring, maintaining a compliant and thriving office, growing the market, and mentoring associates.

What This Job Offers

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