Branch Leader - New Haven, CT

Fidelity • New Haven, CT

2d • Onsite

About The Position

The Branch Leader collaborates with senior management and supports the Vice President, Branch Leader while leading and developing a team of sales and service associates. This developmental role is intended for those aiming to lead their own branch and provides experience across branch management, including supporting hiring, leading a compliant and successful office, growing the market, and mentoring associates. The program lasts 12–24 months and supports talent development across Fidelity’s investor center network. The employee may work at more than one branch or have a different main branch during the program.

The role builds a strong sales team and develops service associates who generate revenue opportunities and promote customer satisfaction. It applies national initiatives to grow business through customer engagement, local marketing, educational seminars, and client appreciation events. It also coordinates branch operations, ensures compliance, resolves customer concerns, and motivates associates to achieve individual and team success.

Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Onsite requirements vary currently and may evolve. This transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position.

Requirements

• At least five years of experience in a financial sales role.
• Series 7 and Series 66, or Series 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 handle 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 a high level of integrity.

Nice To Haves

• Three or more years of management experience in a financial services environment.

Responsibilities

• Collaborate with senior management and 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.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Retirement benefits.
• Paid time off.
• Parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

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