What are the responsibilities and job description for the VP, Branch Leader - South Bend, IN position at Fidelity Investments?
Job Description
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. As the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. 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.
As a key leader in the Investor Center, you drive branch performance through talent development, operational excellence, and strategic leadership. By recruiting, mentoring, and coaching associates, you strengthen team capabilities and foster a high-performing culture. You play a critical role in managing branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance. Serving as the branch's general manager, you build and execute strategies that support associate development, business growth, and exceptional client experiences. Your leadership and decisions directly influence branch success, market growth, and profitability.
The Expertise And Skills You Bring
Our mission 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. 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. The team provides vital product and service offerings maintained through sophisticated technology; all delivered via a world-class investment platform.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA
Category
Sales
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.
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. As the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. 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.
As a key leader in the Investor Center, you drive branch performance through talent development, operational excellence, and strategic leadership. By recruiting, mentoring, and coaching associates, you strengthen team capabilities and foster a high-performing culture. You play a critical role in managing branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance. Serving as the branch's general manager, you build and execute strategies that support associate development, business growth, and exceptional client experiences. Your leadership and decisions directly influence branch success, market growth, and profitability.
The Expertise And Skills You Bring
- Bachelor’s Degree highly preferred
- 5 years in financial sales role
- 3 years of financial services management is helpful
- Active Series 9/10, 7, and 66 licenses required, CFP highly preferred
- All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
- Contagious enthusiasm for hiring, mentoring, and developing new branch associates
- Inspired by passion for working collaboratively, improving productivity, and implementing ideas
- Ability to coordinate and support 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
Our mission 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. 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. The team provides vital product and service offerings maintained through sophisticated technology; all delivered via a world-class investment platform.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications
Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA
Category
Sales
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.