Vice President, Branch Leader - Tucson, AZ jobs in United States
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Fidelity Investments · 4 days 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 a branch team with a focus on employee development and collaboration. The role involves driving business opportunities, cultivating revenue, and ensuring high levels of customer happiness through team building and effective sales strategies.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth OpportunitiesbadNo H1Bnote

Responsibilities

Drive business opportunities by building a strong sales and service team
Educating the local market
Drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation
Develop sales capabilities through dedicated mentoring and coaching
Function as a general manager for the branch, building and leading strategies to develop associates and their business
Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities

Qualification

Financial sales experienceManagement in financial servicesSeries 9/1066 licensesBrokerageMutual fund knowledgeDeveloping associatesCollaborative work ethicBusiness professionalismMentoringPositive attitude

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
Series 07 - FINRA
Series 63 - FINRA

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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Company data provided by crunchbase