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Posted: Thursday, February 8, 2018 1:40 PM

A Fidelity Assistant Branch Manager partners with senior management in leading a team of successful sales and service associates, as they prepare to run their own branch. The Expertise Were Looking For Five years in financial sales role Three or more years of management within a financial services environment is preferred Series 7 and 66 or 63/65 required Series 9/10 and Insurance required within 60 days of hire The Purpose of Your Role The Assistant Branch Manager role is intended to be a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing assistance to the assigned Branch Manager. During the tenure of this role, the incumbent may provide assistance in more than one branch and/or the primary branch location may change during the program. The Skills You Bring Your background in relationship management and extensive knowledge of financial services Impressive time-management skills and ability to execute on multiple priorities You have a natural ability to influence and develop others Strong understanding of compliance and regulatory guidelines Professional demeanor and excellent communication skills The Value You Deliver Assisting the Branch Manager in building a strong sales and service team that can drive revenue opportunities while ensuring high levels of customer satisfaction Implementing and supporting national initiatives to grow business through in-branch customer contact, local marketing, seminars and lead utilization Overseeing operational activities, including supervision of local risk and compliance issues and customer escalations Managing the development of a group of associates by simultaneously training, coaching, counseling, and motivating branch staff How Your Work Impacts the Organization If your aspirations are to run your own branch, this role is your first step. Youll learn everything you need to know about managing a branch, including assisting in the hiring process, learning firsthand how to run a successful and compliant office, coaching and mentoring associates, training and motivating your team and developing your local market.
Company Overview At Fidelity, we are focused on making our financial expertise broadly accessible and effective in helping people live the lives they want. We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. For information about working at Fidelity, visit Fidelity Investments is an equal opportunity employer.
Associated topics: business coach, captain, district manager, manager, police chief, police commander, project manager, sergeant, shift supervisor, team lead


• Location: Los Angeles, Pasadena

• Post ID: 160937107 losangeles is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018