VP, Branch Leader - Lincoln Center, NY jobs in United States
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Fidelity Investments · 1 week ago

VP, Branch Leader - Lincoln Center, NY

positionNew York, NY
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$115K/yr - $170K/yr
date5+ years exp

Fidelity Investments is a leading financial services firm, and they are seeking a VP, Branch Leader to drive business opportunities and lead a sales and service team. The role involves educating the local market, mentoring associates, and managing branch operations to enhance profitability and customer satisfaction.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities

Responsibilities

Drive business opportunities by building a strong sales and service team
Educate the local market
Drive national initiatives and grow local business through in-branch customer meetings
Conduct informative seminars
Utilize leads and client appreciation
Lead, recruit, and work closely with branch employees
Develop sales capabilities through dedicated mentoring and coaching
Run branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes
Build and lead strategies to develop associates and their business

Qualification

Financial sales experienceManagement in financial servicesSeries 7 licenseSeries 9 licenseSeries 10 licenseBrokerage knowledgeMutual fund expertiseMentoring skillsCollaborative workPositive attitudeWork ethic

Required

at least five years in financial sales role
three or more years of management within a financial services environment
an active Series 9/10, 7 and 66 licenses
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

Benefits

Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career

Company

Fidelity Investments

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Recent News

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Company data provided by crunchbase