Branch General Manager - Financial Services Growth

TalentAlly; Friendswood (TX); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Fidelity Investments is seeking a Branch Leader to guide a local team in Texas, driving sales strategy through in-branch meetings and seminars. You will oversee operations, talent development, and client experiences to fuel growth and profitability.

The role emphasizes recruiting and mentoring associates, managing lobby and back-office functions, and partnering with cross-brand teams to deliver superior financial guidance and service.

Qualifications

• Bachelor's degree is highly preferred.
• 5+ years in financial sales role required.
• 3+ years of financial services management experience is helpful.
• Active Series 9/10, 7, and 66 licenses required; CFP preferred.
• Brokerage and mutual fund knowledge in financial planning.

Responsabilités

• Lead a Fidelity branch team and drive branch performance.
• Recruit, mentor and coach associates to strengthen capabilities.
• Oversee branch infrastructure, including lobby, back-office, and technology.
• Develop and execute strategies for associate development and business growth.
• Deliver exceptional client experiences and profitability.

Connaissances

Financial sales

Leadership

Mentoring

Business development

Team building

Cross-functional collaboration

Integrity

Series 9/10, 7, 66 licenses

CFP preferred

Formation

Bachelor's Degree

Description du poste

Fidelity Investments is seeking a Branch Leader to guide a local team in Texas, driving sales strategy through in-branch meetings and seminars. You will oversee operations, talent development, and client experiences to fuel growth and profitability.

The role emphasizes recruiting and mentoring associates, managing lobby and back-office functions, and partnering with cross-brand teams to deliver superior financial guidance and service.