Branch Leader - Greenville, DE

Fidelity Investments • Greenville, DE

2d

About The Position

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

This is a developmental role lasting 12–24 months. It provides exposure to branch management, including supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates. The role develops talent within the investor center network and supports the assigned VP, Branch Leader. The employee may work at more than one branch or have a different main branch during the program. Fidelity will not provide immigration sponsorship for this position.

Requirements

• At least five years 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 manage 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 in a financial services environment is preferred.

Responsibilities

• Manage and develop a team of sales and service associates.
• Support the Vice President, Branch Leader.
• Build a strong sales team and develop service associates.
• Apply national initiatives to grow the business through customer engagement, local marketing, educational seminars, and client appreciation events.
• Coordinate branch operations, ensure compliance, and resolve customer concerns.
• Develop and motivate associates to achieve individual and team success.
• Support hiring, help lead a compliant and thriving office, grow the market, and mentor associates.

What This Job Offers

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