Fidelity Investments Inc.
VP, Branch Leader - Greenwich, CT
Fidelity Investments Inc., Greenwich, Connecticut, us, 06831
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. Expertise We’re Looking For
At least five years in a financial sales role Three or more years of management within a financial services environment Active Series 7, 9, 10, and 66 licenses 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. 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 a strong work ethic with a high level of integrity 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, and you are an integral figure in running branch infrastructure, including lobby and operational technology, back‑office processing, and quality assurance processes. Impacts on 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 a 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 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 provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.
#J-18808-Ljbffr
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. Expertise We’re Looking For
At least five years in a financial sales role Three or more years of management within a financial services environment Active Series 7, 9, 10, and 66 licenses 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. 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 a strong work ethic with a high level of integrity 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, and you are an integral figure in running branch infrastructure, including lobby and operational technology, back‑office processing, and quality assurance processes. Impacts on 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 a 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 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 provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain criminal histories.
#J-18808-Ljbffr