Assistant Branch Manager - Greater Chicago, IL Job Listing at Fidelity Investments in Chicago, IL

Finance, Other

Description In Personaland Workplace Investing (PWI), we empower people to be more productive at work and more prosperous in life. That meanstaking care of payroll services, talent management,healthcare, life and disability benefits... so our client companies can focus on their core business. The second part - "Empower people to be more prosperous in life" - captures what we strive to do for participants and employees... whether that's saving more for retirement or making the most of their workplace benefits to live more secure and prosperous lives. Fidelity hasover 100investorcenter branches across the country and continues toopen multiple newbrancheseach year. Ourbranchesoffer a full range of investor products and services to individual mutual fund and brokerage customers- includingpersonalneeds-basedinvestmentguidance,wealth management, retirement planning, income strategies and college planning services.As one of three retail distribution channels withinPWI, our investor center branches represent the face of Fidelity to our customers. Position Description The Assistant Branch Manager role is intended to be a developmental role for 12-24 months. It serves to developand acclimate talent across the investor center network while providing assistance to the assigned BranchManager. During the tenure of this role, the incumbent may provide assistance in more than one branch and/or the primary branch location may change throughout the Primary Responsibilities

• Assisting the Branch Manager in directing and leading the branch to acquire and drive business opportunities in the local market.
• Assists the Branch Manager to build a strong sales and service team that can drive revenue opportunities while insuring high levels of customer satisfaction.
• Develop local efforts and implement national initiatives to grow business through in-branch customer contact, seminars, lead utilization, and local marketing.
• Assist with the management of operational activities, including full supervision of local risk and compliance issues, if a Branch Service Manager is not in place.
• Over time, will be responsible for managing a group of representatives and provide assistance with regard to training, developing, counseling, and motivating branch staff.
• Lead or assist with regional and/or corporate initiatives.
• Act as the interface with difficult clients who need to be guided to the management level.
• Assist with the measurement of service levels to determine staffing needs.

Qualifications Education and Experience

• 3-5 years of management experience within a financial services environment preferred
• 5 years in financial sales role

Skills and Knowledge

• Series 7 and 66 or 63/65 required
• Insurances licenses and Series9/10 required within 60 days of hire
• Strong brokerage/mutual fund knowledge
• Proven time-management skills
• Strong integrity and judgment skills
• Provenmanagement and coaching skills
• Excellent communication and presentation skills

About Fidelity Investments
Fidelity Investments is one of the world's largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. For more information about Fidelity Investments, visit www.fidelity.com . Fidelity Investments is an equal opportunity employer .