Branch Leader: Build & Lead a High-Impact Sales Team

Fidelity Investments Inc.; Delaware; On-site; USD 90,000 - 140,000; Full time

Job summary

Fidelity Investments Inc. seeks a Branch Leader in Greenville, DE to guide a high-performing team of sales and service associates. You will work with senior management to build a strong sales culture, ensure regulatory compliance, and execute local growth initiatives.

The program develops future branch leadership while coordinating client engagement and community events. The role emphasizes developing talent, managing operations, and driving revenue opportunities.

Qualifications

• Minimum five years in a financial sales role.
• Three+ years in financial services management preferred.
• Series 7 and 66 or 63/65 required; Series 9/10 on hire.

Responsibilities

• Lead a team of sales and service associates.
• Develop and motivate associates to pursue branch goals.
• Coordinate branch operations and ensure compliance.
• Design local marketing, client events, and education seminars.
• Support hiring and onboarding for the branch.

Skills

Financial sales

People management

Series 7 & 66/63/65

Regulatory compliance

Time management

Interpersonal skills

Leadership

Job description

Fidelity Investments Inc. seeks a Branch Leader in Greenville, DE to guide a high-performing team of sales and service associates. You will work with senior management to build a strong sales culture, ensure regulatory compliance, and execute local growth initiatives.

The program develops future branch leadership while coordinating client engagement and community events. The role emphasizes developing talent, managing operations, and driving revenue opportunities.