Branch Leader: Growth, Talent & Client Experience

Fidelity Investments; South Bend (IN); On-site; USD 90,000 - 130,000; Full time

Job summary

Fidelity Investments in South Bend, IN seeks a Branch Leader to drive sales and service excellence through a high-performing team. You will guide in-branch strategy, mentor associates, and ensure operational quality across lobby, back-office, and technology.

This role is pivotal to growing local business and delivering exceptional client experiences. As a senior leader, you will recruit, train, and retain top talent, coordinate cross-branch partnerships, and execute strategies that enhance

Qualifications

• Bachelor’s degree or higher preferred for leadership roles.
• 5+ years in financial sales with a track record of growth.
• 3+ years in financial services management is helpful.
• Active securities licenses as required by FINRA; CFP preferred.

Responsibilities

• Lead in-branch performance through talent development and operations.
• Recruit, mentor, and coach associates to strengthen the team.
• Manage branch infrastructure and client experiences.
• Drive strategies that support growth and profitability.

Skills

Financial sales

Financial mgmt

Series 7/66 Licenses

Series 9/10 Licenses

CFP preferred

Brokerage knowledge

Mentoring

Cross-team collaboration

Education

Bachelor’s Degree highly preferred

Job description

Fidelity Investments in South Bend, IN seeks a Branch Leader to drive sales and service excellence through a high-performing team. You will guide in-branch strategy, mentor associates, and ensure operational quality across lobby, back-office, and technology.

This role is pivotal to growing local business and delivering exceptional client experiences. As a senior leader, you will recruit, train, and retain top talent, coordinate cross-branch partnerships, and execute strategies that enhance