Branch Leader - Campbell, CA

Fidelity Investments•Campbell, CA

5d•Onsite

About The Position

A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors. The purpose of this role is to be in a developmental role for 12-24 months, developing and acclimating talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program. This role is the first step for those whose dreams are to run their own branch, learning everything needed about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.

Requirements

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

Responsibilities

Supporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happiness
Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives
Assisting in the hiring process
Learning firsthand how to lead a successful and compliant office
Growing the local market
Coaching and mentoring associates