Serving as a Senior leader across Fidelity’s investor center network, you are responsible for growing Fidelity's business in one of eight regions within the United States. You will manage a team that provides vital product and service offerings maintained through sophisticated technology, all delivered via a world class investment platform.
The Expertise We’re Looking For
- FINRA Series 7 & 66 required prior to hire, 9/10 required post hire
- Bachelor’s Degree required, advanced Graduate Degree preferred
- Fifteen plus years of successful sales experience, with ten or more years managing people and territories
The Purpose of Your Role
Our branches offer a full range of investment products and services to individual mutual fund and brokerage customers - including personal, needs-based investment guidance, wealth management, retirement planning, income strategies and college planning services. As one of three retail distribution channels within Personal & Workplace Investing, our investor center branches represent the face of Fidelity to our customers.
The Skills You Bring
- You are building and maintaining Fidelity's employee experience and culture to support our clients planning and investment needs
- You’re providing national functional leadership to strategically grow and shape the business
- Engaging in the local communities to enhance Fidelity's brand and support future firm and market share growth
- You are partnering with Fidelity's phone and web channels to provide a seamless client experience and deepen client relationships
The Value You Deliver
- Your integrity, insights, meticulous communication skills
- You are ultimately responsible for driving results in customer loyalty, asset growth, and investment solutions
- You oversee the hiring and training of a team of branch management professionals that run one of Fidelity’s 190 branches, ultimately accountable for close to 2,000 customer-facing representatives
How Your Work Impacts the Organization
Leading with incomparable integrity and superior knowledge, you influence the branch network’s Profit & Loss segment, while controlling compliance and mitigating risk, all while driving sales results within your territory through exceptional client relationship management and effective marketing.
The base salary range for this position is $115,000 - $200,000 per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.
Certifications:Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRACategory:SalesSimilar Jobs
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What We Do
At Fidelity, our goal is to make financial expertise broadly accessible and effective in helping people live the lives they want. We do this by focusing on a diverse set of customers: - from 23 million people investing their life savings, to 20,000 businesses managing their employee benefits to 10,000 advisors needing innovative technology to invest their clients’ money. We offer investment management, retirement planning, portfolio guidance, brokerage, and many other financial products.
Privately held for nearly 70 years, we’ve always believed by providing investors with access to the information and expertise, we can help them achieve better results. That’s been our approach- innovative yet personal, compassionate yet responsible, grounded by a tireless work ethic—it is the heart of the Fidelity way.
