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Fidelity Investments · 8 hours ago

Vice President, Branch Leader - Houston, TX (Friendswood/Baybrook area)

Houston, TX

Full-time

Hybrid

Mid, Senior Level

5+ years exp

Fidelity Investments is focused on employee development and collaboration, seeking a Vice President, Branch Leader for their Houston location. This role involves driving business opportunities, building a strong sales team, and ensuring high levels of customer satisfaction.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management

Growth Opportunities

Responsibilities

Drive business opportunities by building a strong sales and service team

Educate the local market

Drive national initiatives

Grow local business through in-branch customer meetings

Conduct informative seminars

Utilize leads

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 66 licenseBrokerage knowledgeFinancial planning expertiseTeam buildingMentoring skillsPositive attitudeWork ethic