Branch Leader - Overland Park, KS

Fidelity Investments • Overland Park, KS

23h • Hybrid

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. This role is a developmental position intended for 12-24 months, serving to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During this tenure, the individual may provide assistance in more than one branch and/or the primary branch location may change. The role requires understanding both sales and operational activities within a branch environment, with a strategic mindset to help the branch stand out. It is designed as a first step for individuals aspiring to run their own branch, offering learning opportunities in managing a branch, assisting in the hiring process, leading a successful and compliant office, growing the local market, and coaching and mentoring associates.

Requirements

• At least five years in financial sales role
• 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

Nice To Haves

• Three or more years of management within a financial services environment

Responsibilities

• Partner with senior management to lead a team of successful sales and service associates
• Support 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
• Implement national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
• Oversee operational activities, including supervision of local risk and compliance issues and customer concerns
• Foster the development of a group of associates by training, mentoring, counseling, and motivating branch representatives
• Assist in the hiring process
• Lead a successful and compliant office
• Grow the local market
• Coach and mentor associates

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees