Branch Leader - Reno, NV

Fidelity Investments • Reno, NV

1d • Onsite

About The Position

The Branch Leader collaborates with senior management to manage a team of sales and service associates who are preparing to lead their own branches. The role supports the Vice President, Branch Leader and focuses on building a strong sales team, developing service associates, generating revenue opportunities, and improving customer satisfaction. The Branch Leader applies national initiatives to grow the business through customer engagement, local marketing, educational seminars, and client appreciation events. The role also coordinates branch operations, supports compliance, resolves customer concerns, and develops and motivates associates toward individual and team success.

This is a developmental role lasting 12–24 months, intended to develop talent within the investor center network and support the assigned VP, Branch Leader. The role provides exposure to branch management, including hiring support, leading a compliant and thriving office, growing the market, and mentoring associates. The employee may work at more than one branch or have a different primary branch during the program. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations may evolve. The position does not include immigration sponsorship.

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 the Series 9/10 upon hire.
• Background in relationship management and a deep understanding of financial services.
• Impressive 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 integrity.

Nice To Haves

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

Responsibilities

• Manage and develop a team of sales and service associates in collaboration with senior management.
• Support the Vice President, Branch Leader.
• Build a strong sales team and develop service associates.
• Help associates generate revenue opportunities and ensure high customer satisfaction.
• Apply national initiatives to grow the business 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, leading a compliant office, growing the market, and mentoring associates.

What This Job Offers

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