Branch Leader: Build a High-Performing Sales Team

Fidelity Investments Inc.; Providence (RI); Sur place; USD 100 000 - 180 000; Plein temps

Résumé du poste

Fidelity Investments Inc. is seeking a Branch Leader to guide a team of sales and service associates and work with senior management to position the branch for growth.

The role focuses on building a strong sales culture, developing client relationships, and delivering exceptional service while aligning with national initiatives for local expansion. The position emphasizes on-site operations, compliance, and developing associates toward branch leadership roles.

Qualifications

• Five+ years in financial sales required.
• Three+ years in management within financial services preferred.
• Series 7 and 66 or 63/65 required; Series 9/10 to be acquired on hire.
• Background in relationship management and financial services.

Responsabilités

• Lead a team of sales and service associates.
• Collaborate with senior management to guide branch strategy.
• Build a high-performing sales team and develop service staff.
• Drive revenue opportunities and ensure high customer happiness.

Connaissances

Financial sales

Management experience

Relationship management

Compliance knowledge

Time management

People development

Interpersonal skills

Description du poste

Fidelity Investments Inc. is seeking a Branch Leader to guide a team of sales and service associates and work with senior management to position the branch for growth.

The role focuses on building a strong sales culture, developing client relationships, and delivering exceptional service while aligning with national initiatives for local expansion. The position emphasizes on-site operations, compliance, and developing associates toward branch leadership roles.