Fidelity Investments
Overview
Join to apply for the
VP, Branch Leader - New Haven, CT
role at
Fidelity Investments Join to apply for the
VP, Branch Leader - New Haven, CT
role at
Fidelity Investments Job Description
It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The
Expertise
We’re Looking For We ask that you have at least five years in financial sales role We believe that three or more years of management within a financial services environment is helpful We require an active Series 9/10, 7 and 66 licenses The
Purpose
of Your Role
Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The
Skills
You Bring
All-encompassing brokerage and mutual fund knowledge and expertise in financial planning A contagious enthusiasm for hiring, mentoring and developing new branch associates Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities Positive attitude, empowering business professionalism and strong work ethic with high level of integrity The
Value
You Deliver
You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. How Your Work
Impacts
the Organization You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability. Certifications
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category
Sales Additional Information
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the Securities Act and related regulations; those laws may restrict Fidelity from hiring individuals with certain criminal histories. Seniority level
Executive Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Fidelity Investments by 2x Get notified about new Branch Vice President jobs in
New Haven, CT . New Haven, CT $150,000.00-$175,000.00 4 months ago New Haven County, CT $150,000.00-$165,000.00 1 week ago New Haven, CT $109,200.00-$214,950.00 1 day ago Director of Finance and Administration, YSN Orange, CT $120,000.00-$225,000.00 1 day ago Orange, CT $170,000.00-$200,000.00 1 day ago Middlebury, CT $200,000.00-$225,000.00 2 weeks ago New Haven, CT $160,000.00-$200,000.00 1 year ago Waterbury, CT $165,000.00-$200,000.00 2 weeks ago Orange, CT $180,000.00-$200,000.00 2 days ago Waterbury, CT $200,000.00-$225,000.00 9 hours ago Waterbury, CT $275,000.00-$375,000.00 2 weeks ago Milford, CT $180,000.00-$200,000.00 2 days ago VP of Finance/CFO - Achieve Financial Credit Union Milford, CT $180,000.00-$210,000.00 9 hours ago New Haven, CT $105,000.00-$174,000.00 1 day ago New Haven, CT $80,000.00-$90,000.00 2 weeks ago Woodbridge, CT $80,000.00-$95,000.00 2 weeks ago New Haven, CT $73,364.00-$122,273.00 2 months ago Senior Manager, Revenue Growth Management Southbury, CT $135,000.00-$150,000.00 1 day ago New Haven, CT $190,000.00-$200,000.00 1 year ago North Woodbury, CT $130,000.00-$150,000.00 2 days ago North Haven, CT $120,000.00-$135,000.00 4 weeks ago Waterbury, CT $140,000.00-$170,000.00 1 day ago Director - SEC External Reporting & Research Berlin, CT $179,550.00-$199,500.00 3 days ago Vice President for Enterprise Risk and Operational Effectiveness New Haven, CT $190,000.00-$200,000.00 1 year ago Fairfield, CT $100,000.00-$100,000.00 2 days ago Southington, CT $180,000.00-$205,000.00 1 day ago Connecticut, United States $176,000.00-$352,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Join to apply for the
VP, Branch Leader - New Haven, CT
role at
Fidelity Investments Join to apply for the
VP, Branch Leader - New Haven, CT
role at
Fidelity Investments Job Description
It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. The
Expertise
We’re Looking For We ask that you have at least five years in financial sales role We believe that three or more years of management within a financial services environment is helpful We require an active Series 9/10, 7 and 66 licenses The
Purpose
of Your Role
Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The
Skills
You Bring
All-encompassing brokerage and mutual fund knowledge and expertise in financial planning A contagious enthusiasm for hiring, mentoring and developing new branch associates Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities Positive attitude, empowering business professionalism and strong work ethic with high level of integrity The
Value
You Deliver
You are a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. How Your Work
Impacts
the Organization You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability. Certifications
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Category
Sales Additional Information
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please be advised that Fidelity’s business is governed by the Securities Act and related regulations; those laws may restrict Fidelity from hiring individuals with certain criminal histories. Seniority level
Executive Employment type
Full-time Job function
Finance and Sales Referrals increase your chances of interviewing at Fidelity Investments by 2x Get notified about new Branch Vice President jobs in
New Haven, CT . New Haven, CT $150,000.00-$175,000.00 4 months ago New Haven County, CT $150,000.00-$165,000.00 1 week ago New Haven, CT $109,200.00-$214,950.00 1 day ago Director of Finance and Administration, YSN Orange, CT $120,000.00-$225,000.00 1 day ago Orange, CT $170,000.00-$200,000.00 1 day ago Middlebury, CT $200,000.00-$225,000.00 2 weeks ago New Haven, CT $160,000.00-$200,000.00 1 year ago Waterbury, CT $165,000.00-$200,000.00 2 weeks ago Orange, CT $180,000.00-$200,000.00 2 days ago Waterbury, CT $200,000.00-$225,000.00 9 hours ago Waterbury, CT $275,000.00-$375,000.00 2 weeks ago Milford, CT $180,000.00-$200,000.00 2 days ago VP of Finance/CFO - Achieve Financial Credit Union Milford, CT $180,000.00-$210,000.00 9 hours ago New Haven, CT $105,000.00-$174,000.00 1 day ago New Haven, CT $80,000.00-$90,000.00 2 weeks ago Woodbridge, CT $80,000.00-$95,000.00 2 weeks ago New Haven, CT $73,364.00-$122,273.00 2 months ago Senior Manager, Revenue Growth Management Southbury, CT $135,000.00-$150,000.00 1 day ago New Haven, CT $190,000.00-$200,000.00 1 year ago North Woodbury, CT $130,000.00-$150,000.00 2 days ago North Haven, CT $120,000.00-$135,000.00 4 weeks ago Waterbury, CT $140,000.00-$170,000.00 1 day ago Director - SEC External Reporting & Research Berlin, CT $179,550.00-$199,500.00 3 days ago Vice President for Enterprise Risk and Operational Effectiveness New Haven, CT $190,000.00-$200,000.00 1 year ago Fairfield, CT $100,000.00-$100,000.00 2 days ago Southington, CT $180,000.00-$205,000.00 1 day ago Connecticut, United States $176,000.00-$352,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr