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Branch Manager

2 months ago

Rochester, New York, United States Fidelity Investments Full time

About the Role

Fidelity Investments is seeking a highly skilled and experienced Branch Leader to join our team. As a Branch Leader, you will be responsible for leading a team of successful licensed associates in one of our 200 investor centers across the country.

Key Responsibilities

  • Partner with the Vice President, Branch Leader to build a strong team that delivers results and ensures high levels of client satisfaction
  • Connect our people to our mission by applying timeless leadership principles to help every associate perform at their full potential
  • Build 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

About You

We are looking for a candidate with at least five years of experience in financial services and planning, with three or more years of management experience in a financial services environment. You should have a strong understanding of compliance and regulatory guidelines and be able to motivate others to work with a high level of integrity.

What We Offer

Fidelity Investments offers a competitive salary range of $106,500 – $171,500 per year, depending on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors. We also offer a comprehensive benefits package, including comprehensive health care coverage, emotional well-being support, market-leading retirement, generous paid time off, and parental leave.

Certifications:

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