Vice President, Branch Leader - Woodland Hills, CA
About The Position
With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.
Requirements
- At least five years in a financial sales role.
- Active Series 9/10, 7 and 66 licenses.
- All-encompassing brokerage and mutual fund knowledge and expertise in financial planning.
- A contagious enthusiasm for hiring, mentoring and developing new branch associates.
- Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas.
- Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities.
- 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
- Drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness.
- Educate the local market to drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.
- Lead, recruit, and work closely with branch employees, taking team building seriously.
- Develop sales capabilities through dedicated mentoring and coaching.
- Be an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.
- Build and lead strategies to develop associates and their business.
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
