Branch Leader - Katy, TX

Fidelity Investments • Katy, TX

8d • Onsite

About The Position

Fidelity Branch Leaders collaborate with senior management to manage a team of successful associates preparing to lead their own branch. Your visionary spirit and strategic perspective will help our branch distinguish itself from competitors. As a Branch Leader, you will support the Vice President, Branch Leader. Your role includes building a strong sales team and developing service associates. These associates help generate revenue opportunities and ensure high customer happiness. You will also apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events. Additionally, you will coordinate branch operations, ensuring compliance and resolving customer concerns, while developing and motivating associates to achieve individual and team success. This role is developmental and lasts 12-24 months. It develops talent within the investor center network and aids the assigned VP, Branch Leader. You 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. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

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
• Fidelity will not provide immigration sponsorship for this position.

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 successful associates preparing to lead their own branch.
• Support the Vice President, Branch Leader.
• Build a strong sales team and develop service associates.
• 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.
• Support hiring.
• Lead a compliant and thriving office.
• Grow the market.
• Mentor associates.

What This Job Offers

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