Branch Leader - Overland Park, KS

Fidelity • Overland Park, KS

1d • 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 designed to be a developmental position 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 program, the individual may assist in more than one branch or have their primary branch location change. This position is the first step towards running one's own branch, offering comprehensive learning on branch management, including assisting in hiring, leading a compliant office, growing the local market, and coaching and mentoring associates.

Requirements

• At least five years in financial sales role
• The 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 is helpful

Responsibilities

• Supporting 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
• Implementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciation
• Overseeing operational activities, including supervision of local risk and compliance issues and customer concerns
• Fostering the development of a group of associates by training, mentoring, counseling, and motivating branch representatives

What This Job Offers

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