Fidelity Investments: Vp, branch office manager – north san jose, ca

Job Description: It’s said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product.

With a focus on employee development and collaboration, as the leader of a Fidelity branch team, you’ll have the resources at your disposal to succeed on each count.

The Expertise We’re Looking For We ask that you have at least five years in financial sales roleWe believe that three or more years of management within a financial services environment is helpfulWe require an active Series 9/10, 7 and 66 licenses The Purpose of Your Role Our mission in the branch is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness.

By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.

The Skills You Bring All-encompassing brokerage and mutual fund knowledge and expertise in financial planningA contagious enthusiasm for hiring, mentoring and developing new branch associatesInspired by a real passion for working collaboratively, improving productivity, and implementing ideasCoordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunitiesPositive attitude, empowering business professionalism and strong work ethic with high level of integrity The Value You Deliver You are a key leader in the Investor Center and beyond.

As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously.

You develop sales capabilities through dedicated mentoring and coaching.

You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.

How Your Work Impacts the Organization You will function as a general manager for the branch, building and leading strategies to develop your associates and their business.

Your leadership and decisions will have significant impact on branch success, market growth and profitability.

Certifications: Series 07 FINRA, Series 09 FINRA, Series 10 FINRA, Series 66 FINRA Category: Sales We welcome those with experience in jobs such as Shift Leader, Sales Demonstrator, and Sales Associate and others in the Sales to apply.