Branch Manager, VP - Raleigh, NC

Fidelity Investments - Raleigh, NC 27601 APPLY TO THIS JOB

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.

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. We are proud of our diverse and inclusive workplace where we respect and value our associate for their unique perspectives and experiences. For information about working at Fidelity, visit

Fidelity Investments is an equal opportunity employer.

Job: Branch Management

Primary Location: US-NC-Raleigh

Schedule: Full-time

Job Level: Manager

Education Level: Bachelor's Degree (±16 years)

Job Type: Standard

Overtime Status: Exempt

Travel: Yes, 25 % of the Time

Raleigh, North Carolina
Raleigh, NC


Fidelity Investments

Raleigh, North Carolina 27601

3/15/2019 12:42:01 AM


Branch Management