Job Description:

Serving as a Senior leader across Fidelity’s investor center network, you are responsible for growing Fidelity's business in one of eight regions within the United States.  You will manage a team that provides vital product and service offerings maintained through sophisticated technology, all delivered via a world class investment platform.

The Expertise We’re Looking For

• FINRA Series 7, 66, 9/10 required prior to hire
• Bachelor’s Degree required, advanced Graduate Degree preferred
• Fifteen plus years of successful sales experience, with ten or more years managing people and territories

The Purpose of Your Role

Our branches offer a full range of investment products and services to individual mutual fund and brokerage customers – including personal, needs-based investment guidance, wealth management, retirement planning, income strategies and college planning services. As one of three retail distribution channels within Personal & Workplace Investing, our investor center branches represent the face of Fidelity to our customers.

The Skills You Bring

• You are building and maintaining Fidelity's employee experience and culture to support our clients planning and investment needs
• You’re providing national functional leadership to strategically grow and shape the business
• Engaging in the local communities to enhance Fidelity's brand and support future firm and market share growth
• You are partnering with Fidelity's phone and web channels to provide a seamless client experience and deepen client relationships

The Value You Deliver

• Your integrity, insights, meticulous communication skills
• You are ultimately responsible for driving results in customer loyalty, asset growth, and investment solutions
• You oversee the hiring and training of a team of branch management professionals that run one of Fidelity’s 190 branches, ultimately accountable for close to 2,000 customer-facing representatives

How Your Work Impacts the Organization

Leading with incomparable integrity and superior knowledge, you influence the branch network’s Profit & Loss segment, while controlling compliance and mitigating risk, all while driving sales results within your territory through exceptional client relationship management and effective marketing.

Certifications:

Series 07 – FINRA, Series 09 – FINRA, Series 10 – FINRA, Series 66 – FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.

Join Us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award(opens in a new tab), we have been recognized by our employees as a Best Place to Work in 2022. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

As a result of COVID-19, many of our associates are continuing to work remotely. When Fidelity employees eventually return to the office, our goal is for most people to work flexibly in a way that balances both personal and business needs with time onsite and offsite through what we’re calling “Dynamic Working(opens in a new tab).” 

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Leave of Absence/Accommodation Team by sending an email to accommodations @fmr.com, or by calling 800-835-5099, prompt 2, option 2.