Vice President, Branch Leader - Austin, TX

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count.

Responsibilities

Drive business opportunities by building a strong sales and service team; Embrace company brand and cultivate revenue while ensuring high levels of customer happiness; Educate the local market and drive national initiatives; Grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation; Recruit, mentor, and develop branch associates; Coordinate and support cross-company partnerships and regional corporate relationships; Run branch infrastructure including lobby and operational technology, back office processing, and quality assurance processes

Requirements

At least five years in financial sales role; Active Series 9/10, 7 and 66 licenses; All-encompassing brokerage and mutual fund knowledge and expertise in financial planning; Contagious enthusiasm for hiring, mentoring and developing new branch associates; Passion for working collaboratively, improving productivity, and implementing ideas; Coordinating and supporting cross-company partnerships and regional corporate relationships; Positive attitude, empowering business professionalism and strong work ethic with high level of integrity

Nice to have

Three or more years of management within a financial services environment