Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our
full range of investor products and services, including one-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions
We have 170+ Fidelity Investor Centers across
the United States and continue to open several new branches each year. Branch representatives
offer guidance and personalized investment solutions to our customers in a face-to-face setting, and help extend the reach of Fidelity's brand. It is our priority to
deliver customized and effective service, and successfully anticipate clients’ emerging needs
At Fidelity, you’ll have the support of a well-rounded team of professionals, with full access to some of the best resources and tools
in the industry. While you build relationships here, you’ll also be building your career.
It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. As the leader of a Fidelity Investor Center sales team, you'll have the resources at your disposal to succeed on each count. Add to this a superb benefits package, competitive salaries, significant incentive opportunities, and the support of seasoned financial services professionals, and you can see why choosing Fidelity is a smart move.
As Branch Manager, you will function as a general manager for the branch, creating and leading strategies to develop the branch and the market. Your leadership and decisions will have significant impact on branch effectiveness, market growth and profitability.
Holds overall accountability for meeting branch budgets, overall P&L, and direct management of recruitment, relocation, local market development and Private Access budgets.
Responsible for the performance management, coaching and development of sales related branch staff.
Manages cross-company partnerships and alliances designed to acquire and drive business opportunities.
Develops and maintains business partner relationships and participates in corporate leadership activities (multi market events, sales meetings, market meetings, etc) translating and communicating information and strategy for branch staff.
Responsible for the quality of the sales related customer experience. Overall accountability for branch CEI scores.
Accountable for ensuring compliance with regulatory requirements; performs periodic reviews and compliance audits. Oversees Branch Service Manager or Assistant Branch Manager to manage all sales and sales practice escalations.
Hires, coaches and develops sales staff of branch. Responsible for on-boarding, training and cultural integration of new sales associates. Approves hiring recommendations made by the Branch Service Manager, if Branch Service Manager role is present.
Participates in initiatives supporting "One Fidelity" and/or PI strategy representing the branch perspective. Acts as a functional lead.
Manages corporate relationships through the regional consultant; builds business partnerships across Fidelity while focusing on the local market.
Oversees the management of the physical space both internally and externally.
Education and Experience
3-5 years of management experience within a financial services environment preferred
5 years in financial sales role
Skills and Knowledge
Series 9/10, 7 and 66 or 63/65 required
Insurance licenses required within 6 months of hire
Strong brokerage/mutual fund knowledge
Ability to manage multiple conflicting priorities
Must have strong management and coaching skills
Strong judgment, maturity, and sensitivity regarding people manage
Strong integrity and judgment skills
About Fidelity Investments
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit
Fidelity Investments is an equal opportunity employer.
NV-Reno - Investor Center
Bachelor's Degree (±16 years)
Yes, 25 % of the Time
Fidelity Investments - 2 years ago
Fidelity Investments has a rich and proud history of making financial expertise accessible and effective in helping people live the lives...