Branch Leader - Framingham, MA

Fidelity Investments•Framingham, MA

1d•$100,000 - $168,000•Onsite

About The Position

The Branch Leader role is a developmental position designed to prepare individuals to lead their own branch within Fidelity's investor center network. This role involves collaborating with senior management to manage a team of sales and service associates, focusing on building a strong sales team and developing service associates who drive revenue and ensure customer satisfaction. The Branch Leader will implement national initiatives to foster business growth through customer engagement, local marketing, educational seminars, and client appreciation events. Key responsibilities include coordinating branch operations, ensuring compliance, resolving customer concerns, and motivating associates to achieve success. This developmental program typically lasts 12-24 months and provides comprehensive training in all aspects of branch management, including hiring, compliance, market growth, and associate mentoring. The role supports the assigned VP, Branch Leader and may involve working at multiple branches.

Requirements

At least five years in a financial sales role
Series 7 and 66 or 63/65 are required
Must acquire the Series 9/10 upon hire
Background in relationship management and a deep understanding of financial services
Impressive time-management skills and ability to complete multiple priorities
Natural ability to influence and develop the sales skills of others
Validated grasp of compliance and regulatory guidelines
Professional demeanor and excellent interpersonal skills
Positive attitude, empowering business integrity and a strong work ethic with a high level of integrity

Nice To Haves

Three or more years of management within a financial services environment is preferred

Responsibilities

Collaborate with senior management to manage a team of sales and service associates.
Build a strong sales team and develop service associates to generate revenue opportunities and ensure high customer satisfaction.
Apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events.
Coordinate branch operations, ensuring compliance and resolving customer concerns.
Develop and motivate associates to achieve individual and team success.
Learn all aspects of branch management, including supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates.