Strategic Branch Director

3 days ago

Rochester, New York, United States Fidelity Investments Full time

Transform Client Experiences and Foster Growth

In this pivotal role at Fidelity Investments, you will play a crucial part in shaping the success of our branch management team. As a skilled leader, you will collaborate with the Vice President to lead a high-performing team of licensed associates across one of our 200 investor centers nationwide.

The Expertise We're Seeking

  • A minimum of five years of experience in financial services and planning is essential.
  • Three or more years of management experience within a financial services environment is highly desirable.
  • You must hold the Series 7 and 66 (or 63/65) licenses, with the Series 9/10 and Insurance licenses required within 60 days of hire.

Your Leadership Role

You will hone your leadership skills while supporting the aligned Vice-President, Branch Leader. Your ability to foster connections between our people and Fidelity's mission is vital. By providing training, mentorship, and motivation, you will enable branch associates to maximize their potential and prioritize growth in their planning expertise, ultimately helping more people.

The Skills You Bring

  • You excel as an effective community builder, taking a collaborative approach to problem-solving while leveraging resources and stakeholder expertise.
  • Your professional demeanor and exceptional interpersonal skills allow you to influence and enhance the skills of others.
  • You can coach others to their full potential, providing ongoing support and encouraging the achievement of their career aspirations.
  • You possess a positive attitude and strong work ethic, enabling you to build relationships with clients and internal associates alike.
  • You help your associates identify what they need to achieve their goals and hold them accountable through inspiring and aligned conversations.
  • You have a deep understanding of compliance and regulatory guidelines, motivating others to work with integrity.

Your Impact on the Organization

This member of our branch management team will:

  • Support the VP, Branch Leader in building a strong team that delivers results while ensuring exceptional client satisfaction.
  • Connect our people to our mission by applying timeless leadership principles to help every associate perform at or above their full potential.
  • Establish a culture of trust through compelling communication, collaboration, and coaching.
  • Uphold team commitments through supportive accountability, regular one-on-one conversations.
  • Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars, and client appreciation.
  • Oversee operational activities, including supervision of local risk and compliance issues and client concerns.

Your Compensation Package

We offer a highly competitive compensation package, including a base salary range of $106,500 – $171,500 per year, based on job responsibilities, scope, geographic location, candidate experience, and other factors. Additionally, you may be eligible for bonus or other variable compensation.

Certifications:

Series 07 – FINRA, Series 09 – FINRA, Series 10 – FINRA, Series 66 – FINRA

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