Branch Service Manager - Cleveland East, Cleveland West, Fairlawn Job Listing at Fidelity Investments in Cleveland, OH

Finance, Other

Description Fidelity Investments is committed to delivering the best customer experience in the financial services industry. We help millions of people save and invest through personal investment accounts and workplace savings plans. Our associates build long-term relationships with our customers, helping them navigate our full range of investor products and services, includingone-on-one investment guidance, wealth management, retirement planning, income strategies, and college planning services, as well as integrated employee benefits solutions

We have 170+ Fidelity Investor Centers across the United States and continue to open several new branches each year. Branch representatives offer guidance and personalized investment solutions to our customers in a face-to-face setting, and help extend the reach of Fidelity's brand. It is our priority to deliver customized and effectiveservice, and successfully anticipate clients emerging needs . At Fidelity, youll have the support of a well-rounded team of professionals, with full access to some of the best resources and tools in the industry. While you build relationships here, youll also be building your career.

Position Description The Branch Service Manager is responsible for all operational activities of the branch including, but not limited to, driving scale and profitability through operational efficiencies, management of branch infrastructure, and organizing and leading branch processing efforts. The Branch Service Manager also identifies strategic opportunities for the branch and participates on projects beyond the local market, acting as a leader within their peer group andMarket/Division. Primary Responsibilities

• Manages recruiting and interviewing; makes hiring recommendations regarding non-exempt staff.
• Responsible for the performance management, coaching and development of financial representatives, relationship managers and client service specialists (non-exempt roles). Responsible for developing sales capability within service staff to support branch succession planning.
• Manages branch infrastructure including processing and customer service. Responsible for customer experience as defined by front counter, lobby, overseeing telephone activities, ensuring the counter and lobby are staffed appropriately and back office processing activities.
• Responsible for managing compliance with all policies and procedures. Performs sign off on trade logs, Facts Alerts and other administrative tasks.Accountable for all aspects of the branch audit (including supervision).
• Overall responsibility for technology, implementation, training, technology support, lobby technology, operational software knowledge and training. Manages both internal and external physical space.
• Responsible for driving scale and profitability related to operational efficiencies (NIGO's, Account Opening Tool).
• Functions as primary contact for all branch escalations. Refers sales-related escalations to Branch Manager, keeps Branch Manager appraised of escalation occurrences, trends and patterns.
• Participates on efforts broader than the local market, including moderating National Operations calls, building relationships with key business partners in OSG and National Operations, etc and sharing best practices.
• Supports sales by coaching the Financial Representatives and Client Service Specialists in an effort to increase outreach and build market share.

Qualifications Education and Experience

• Prior operational/trading/risk reduction experience required. (minimum 3 years preferred)
• Minimum 5-7 years of prior Financial Services experience required
• Minimum 3-5+ years of Management experience within the Financial Services Industry required.

Skills and Knowledge

• Prior operational/trading/risk reduction experience required. (minimum 3 years preferred)
• Minimum 5-7 years of prior Financial Services experience required
• Minimum 3-5+ years of Management experience within the Financial Services Industry required
• Excellent judgment skills
• Strong coaching and associate development capability
• Excellent interpersonal and communication skills
• Series9/10, 7 and 63 required prior to hire
• Series 66 (63/65) required, or to be obtained within 3 months of hire
• InsuranceLicense and any state license requirements are to be obtainedwithin 6 months of hire

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.