VP, Branch Leader - Rochester, NY

Fidelity Investments•Rochester, NY

1d•$96,000 - $210,000•Onsite

About The Position

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.
Contagious enthusiasm for hiring, mentoring and developing new branch associates.
Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas.
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity.
Fidelity is not providing immigration sponsorship for this position.

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.
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.
Conduct in-branch customer meetings, informative seminars, lead utilization, and client appreciation.
Hire, mentor, and develop new branch associates.
Work collaboratively to improve productivity and implement ideas.
Coordinate and support cross-company partnerships and regional corporate relationships.
Lead, recruit, and work closely with branch employees, taking team building seriously.
Develop sales capabilities through dedicated mentoring and coaching.
Manage branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.
Build and lead strategies to develop associates and their business.