Senior Branch Leader: Grow Teams, Elevate Client Experience

Soteria Reinsurance Ltd.; South Bend (IN); On-site; USD 110,000 - 150,000; Full time

Job summary

Fidelity is seeking a Branch Leader to drive performance in our Investor Center, mentoring a team and aligning local initiatives with national strategy. You will recruit, train, and coach associates while ensuring exceptional client experiences.

You will manage branch operations, technology, and quality assurance, and collaborate with cross-company partners to grow revenue and deepen client relationships. A bachelor’s degree and active FINRA licenses are required; CFP preferred, with a track

Qualifications

• Bachelor’s degree preferred or higher.
• 5+ years in financial sales role.
• 3+ years of financial services management helpful.
• Active FINRA Series 7/9/10/66 licenses required; CFP preferred.
• Brokerage and mutual fund knowledge for financial planning.
• Strong recruitment, mentoring, and development skills.
• Ability to collaborate with cross-company partnerships.

Responsibilities

• Lead branch team and drive sales and client service.
• Develop talent and coach associates.
• Oversee lobby, back-office, and QA functions.
• Build strategies for growth and client experience.

Skills

Financial sales

Financial services management

Brokerage & mutual funds knowledge

Licensing: Series 7/9/10/66

CFP preferred

Team leadership

Recruiting and mentoring

Education

Bachelor's degree

Job description

Fidelity is seeking a Branch Leader to drive performance in our Investor Center, mentoring a team and aligning local initiatives with national strategy. You will recruit, train, and coach associates while ensuring exceptional client experiences.

You will manage branch operations, technology, and quality assurance, and collaborate with cross-company partners to grow revenue and deepen client relationships. A bachelor’s degree and active FINRA licenses are required; CFP preferred, with a track