<span>Branch Leader - Cary, NC</span>

Fidelity Investments • Cary, NC

391d • Onsite

About The Position

The Branch Leader at Fidelity Investments is a developmental management role designed to prepare individuals for future branch management positions. This position involves leading a team of sales and service associates, supporting the Branch Manager, and gaining comprehensive knowledge of branch operations, sales strategies, and compliance requirements. The role emphasizes relationship management, operational oversight, and the development of associates to enhance customer satisfaction and drive revenue growth.

Requirements

• At least five years in a financial sales role.
• Three or more years of management experience within a financial services environment.
• Series 7 and 66 or 63/65 licenses are required; Series 9/10 and Insurance licenses must be obtained within 60 days of hire.
• Strong background in relationship management and 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.

Nice To Haves

• Experience in a hybrid working model.
• Knowledge of local market dynamics and customer engagement strategies.

Responsibilities

• Support the Branch Manager in building a strong sales team and developing service associates.
• 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 associates by training, mentoring, counseling, and motivating branch representatives.

Benefits

• Flexible benefits that support career stages.
• Opportunities for learning and career development.
• Recognition as a top 10 Best Place to Work in 2024.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees