Assistant Branch Manager - Boston, MA

Boston , MA
April 11 2018

A Fidelity Assistant Branch Manager partners with senior management in leading a team of successful sales and service associates, as they prepare to run their own branch.

The Expertise We're Looking For

  • Five years in financial sales role

  • Three or more years of management within a financial services environment is preferred

  • Series 7 and 66 or 63/65 required

  • Series 9/10 and Insurance required within 60 days of hire


The Purpose of Your Role

The Assistant Branch Manager role is intended to be a developmental role for 12-24 months. It serves to develop and acclimate talent across the investor center network while providing assistance to the assigned Branch Manager. During the tenure of this role, the incumbent may provide assistance in more than one branch and/or the primary branch location may change during the program.

The Skills You Bring

  • Your background in relationship management and extensive knowledge of financial services

  • Impressive time-management skills and ability to execute on multiple priorities

  • You have a natural ability to influence and develop others

  • Strong understanding of compliance and regulatory guidelines

  • Professional demeanor and excellent communication skills

The Value You Deliver

  • Assisting the Branch Manager in building a strong sales and service team that can drive revenue opportunities while ensuring high levels of customer satisfaction

  • Implementing and supporting national initiatives to grow business through in-branch customer contact, local marketing, seminars and lead utilization

  • Overseeing operational activities, including supervision of local risk and compliance issues and customer escalations

  • Managing the development of a group of associates by simultaneously training, coaching, counseling, and motivating branch staff

How Your Work Impacts the Organization

If your aspirations are to run your own branch, this role is your first step. You'll learn everything you need to know about managing a branch, including assisting in the hiring process, learning firsthand how to run a successful and compliant office, coaching and mentoring associates, training and motivating your team and developing your local market.

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