Branch Leader- Rochester, NY

Fidelity Investments•Rochester, NY

18h•$100,000 - $168,000•Onsite

About The Position

The Branch Leader role is a developmental position designed to prepare individuals to lead their own branch. This role involves collaborating with senior management to oversee a team of sales and service associates, with the goal of developing them into future branch leaders. The Branch Leader will support the Vice President, Branch Leader by building a strong sales team and nurturing service associates who drive revenue and ensure customer satisfaction. Key responsibilities include implementing national growth strategies through customer engagement, local marketing, educational seminars, and client events. The role also entails managing branch operations, ensuring compliance, resolving customer issues, and motivating associates to achieve success. This is a developmental program lasting 12-24 months, focused on developing talent within the investor center network.

Requirements

At least five years in a financial sales role.
Series 7 and 66 or 63/65 are required.
Must acquire the Series 9/10 upon hire.
Background in relationship management.
Deep understanding of financial services.
Impressive time-management skills and ability to complete multiple priorities.
Natural ability to influence and develop the sales skills of others.
Validated grasp of compliance and regulatory guidelines.
Professional demeanor and excellent interpersonal skills.
Positive attitude, empowering business integrity and a strong work ethic with a high level of integrity.
Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

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

Responsibilities

Collaborate with senior management to manage a team of sales and service associates.
Support the Vice President, Branch Leader.
Build a strong sales team and develop service associates.
Drive revenue opportunities and ensure high customer satisfaction.
Apply national initiatives to increase business growth through customer engagement, local marketing, educational seminars, and client appreciation events.
Coordinate branch operations, ensuring compliance.
Resolve customer concerns.
Develop and motivate associates to achieve individual and team success.
Learn all aspects of branch management, including supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates.