Branch Leader - Louisville, KY

Fidelity • Louisville, KY

2d

About The Position

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

The role provides exposure to branch management, including supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates. It is intended to develop talent within Fidelity’s investor center network and lasts 12–24 months. The employee may work at more than one branch or have a different main branch during the program. Fidelity’s onsite expectations vary by role and location and may evolve as its phased transition to full-time onsite work continues.

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 Series 9/10 upon hire.
• Background in relationship management and a deep understanding of financial services.
• Impressive time-management skills and ability to manage 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 a high level of integrity.

Nice To Haves

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

Responsibilities

• Collaborate with senior management and support the Vice President, Branch Leader in managing a team of associates.
• 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, ensuring compliance and resolving 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