Assistant Branch Manager -Columbus, Cleveland or Cincinnati, OH

Having a strong financial future has a lot to do with the choices you make today.
One smart move is choosing to invest with Fidelity. We offer the guidance, competitive pricing, and investment options you need to reach your goals.




This opportunity has the flexibility to be based out of one of our Columbus, Cleveland or Cincinnati Investor Centers.


 


Fidelity Investments is one of the world's largest providers of financial services, with custodied assets of more than $2.5 trillion, including managed assets of over $1.2 trillion as of February 28, 2006. Fidelity offers investment management, retirement planning, brokerage, and human resources and benefits outsourcing services to more than 21 million individuals and institutions as well as through 5,500 financial intermediary firms. The firm is the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans, one of the largest mutual fund supermarkets and a leading online brokerage firm.


 


 


It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. As a member of a Fidelity Investor Center sales team, you'll have the resources at your disposal to succeed on each count. Add to this a superb benefits package, competitive salaries, significant incentive opportunities, and the support of seasoned financial services professionals, and you can see why the best and brightest select Fidelity.


As an Assistant Branch Manager, you will lead your branch to acquire and drive business opportunities in your local market by building a strong sales and service team that can drive revenue opportunities while insuring high levels of customer satisfaction.


Responsibilities include:

Develop local efforts and implement national initiatives to grow business through in-branch customer contact, seminars, lead utilization and local marketing
Manage all operational activities, including full supervision of local risk and compliance issues
Maintain full responsibility for training, developing, counseling and motivating branch staff
Have good judgment, maturity, and sensitivity regarding HR issues
Manage all regional and corporate initiatives
Act as the interface with difficult clients who need to be guided at the management level
Measure service levels to determine staffing levels
Hold sales meetings to develop representatives
Approve and sign off on all branch accounts and correspondences
Responsible for overall branch productivity, service, and goal achievement




Strong brokerage/mutual fund knowledge
Proven time-management skills
Strong integrity and judgment skills
Proven management and coaching skills
5-7 years of management experience within a financial services environment
Series 7 and 66 or 63/65 required
Insurances licenses and Series 9/10 required within 60 days of hire