VP, Branch Leader - New Haven, CT

Fidelity Investments•New Haven, CT

55d•Hybrid

About The Position

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. 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. Our 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 are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. 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 financial sales role
Three or more years of management within a financial services environment is helpful
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

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.
Run branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.
Function as a general manager for the branch, building and leading strategies to develop associates and their business.

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