Branch Leader - Boise, ID

Are you ready to lead a team of world-class sales and service associates? A Fidelity Branch Leader collaborates with senior management to manage a team of successful associates preparing to lead their own branch. Your visionary spirit and strategic perspective will help our branch distinguish itself from competitors. As a Branch Leader, you will support the Vice President, Branch Leader. Your role includes building a strong sales team and developing service associates. These associates help generate revenue opportunities and ensure high customer happiness. You will also apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events. Additionally, you will coordinate branch operations, ensuring compliance and resolving customer concerns, while developing and motivating associates to achieve individual and team success. The role is developmental and lasts 12-24 months. It develops talent within the investor center network and aids the assigned VP, Branch Leader. You may work at more than one branch or have a different main branch during the program. Fidelity will not provide immigration sponsorship for this position.

Responsibilities

Build a strong sales team and develop service associates; Help generate revenue opportunities and ensure high customer happiness; Apply national initiatives to increase business growth through customer engagement, local marketing efforts, educational seminars, and client appreciation events; Coordinate branch operations, ensuring compliance and resolving customer concerns; Develop and motivate associates to achieve individual and team success; Support the Vice President, Branch Leader; Learn all aspects of branch management, including supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates

Requirements

At least five years in a financial sales role; Series 7 and 66 or 63/65 required; Must acquire Series 9/10 upon hire; Background in relationship management and a deep understanding of financial services; Impressive time-management skills and ability to complete multiple priorities; Natural ability to influence and develop the sales skills of others; Validated grasp of compliance and regulatory guidelines; Professional demeanor and excellent interpersonal skills; Positive attitude, empowering business integrity and a strong work ethic with a high level of integrity

Nice to have

Three or more years of management within a financial services environment