Branch Leader - New Haven, CT
About The Position
The Branch Leader collaborates with senior management and supports the Vice President, Branch Leader in managing a team of sales and service associates. This developmental role prepares the successful candidate to lead their own branch and lasts 12–24 months. The position involves building a strong sales team, developing service associates, and applying national initiatives to grow the business through customer engagement, local marketing, educational seminars, and client appreciation events. The Branch Leader also coordinates branch operations, ensures compliance, resolves customer concerns, and develops and motivates associates to achieve individual and team success. The role may involve working at more than one branch or having a different primary branch during the program. 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 and Series 65, are required.
- Must acquire the Series 9/10 upon hire.
- Background in relationship management and a deep understanding of financial services.
- Strong time-management skills and ability to handle 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 high level of integrity.
Nice To Haves
- Three or more years of management experience within a financial services environment.
Responsibilities
- Support the Vice President, Branch Leader and collaborate with senior management in managing branch associates.
- 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.
- Learn branch management, including supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement benefits
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment and tuition reimbursement
- Learning resources for career development
- Bonus or other variable compensation, depending on position and eligibility
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
