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Assistant Branch Manager - Campbell, CA

Company: Fidelity Investments
Location: Santa Cruz
Posted on: March 27, 2020

Job Description:

Job Description:A Fidelity Assistant Branch Manager partners with senior management to lead a team of successful sales and service associates, as they prepare to run their own branch. Your visionary spirit enables you to find happiness in all areas of branch life. You understand the ins and outs of both sales and operational activities within a branch environment. Your strategic mindset is what makes your branch stand out against our competitors.The Expertise We?re Looking ForWe ask that you have at least five years in financial sales roleWe believe that three or more years of management within a financial services environment is helpfulThe Series 7 and 66 or 63/65 are required, additionally we would want you to obtain the Series 9/10 and Insurance licenses within 60 days of hireThe Purpose of Your RoleOur intention for this management team member is to be in a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing support to the assigned Branch Manager. During the tenure of this role, you may provide assistance in more than one branch and/or the primary branch location may change during the program.The Skills You BringYour background in relationship management and deep understanding of financial servicesImpressive time-management skills and ability to execute on multiple prioritiesYou have a natural ability to influence and enhance the sales skills of othersValidated grasp of compliance and regulatory guidelinesProfessional demeanor and excellent interpersonal skillsPositive attitude, empowering business professionalism and strong work ethic with high level of integrityThe Value You DeliverSupporting the Branch Manager in building a strong sales team and developing service associates that can cultivate revenue opportunities while ensuring high levels of customer happinessImplementing national initiatives to grow business through in-branch customer contact, local marketing, educational seminars and client appreciationOverseeing operational activities, including supervision of local risk and compliance issues and customer concernsFostering the development of a group of associates by training, mentoring, counseling, and motivating branch representativesHow Your Work Impacts the OrganizationIf your dreams are to run your own branch, this role is your first step. You?ll learn everything ou need to know about handling a branch, including assisting in the hiring process, learning firsthand how to lead a successful and compliant office, grow the local market and coach and mentor associates.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.Certifications:Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRACategory:Sales We welcome those with experience in jobs such as Business Analyst, Buyer, and Purchasing Manager and others in the Business to apply.

Keywords: Fidelity Investments, Santa Cruz , Assistant Branch Manager - Campbell, CA, Executive , Santa Cruz, California

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