Vice President, Branch Leader - Tucson, AZ jobs in United States
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Fidelity Investments · 1 week ago

Vice President, Branch Leader - Tucson, AZ

positionTucson, AZ
timeFull-time
remoteHybrid
seniorityMid, Senior Level
date5+ years exp

Fidelity Investments is seeking a Vice President, Branch Leader to lead their branch team in Tucson, AZ. The role focuses on driving business opportunities, developing a strong sales team, and ensuring high levels of customer satisfaction while implementing national initiatives.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth OpportunitiesbadNo H1Bnote

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
Informative seminars
Lead utilization
Client appreciation
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 9/1066 licensesBrokerageMutual fund knowledgeDeveloping associatesCollaborative work ethicBusiness professionalismMentoringPositive attitudeIntegrity

Required

at least five years in financial sales role
three or more years of management within a financial services environment
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

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