Jeremy Herrington
Roswell,GA
Summary
Accomplished leader with a proven track record at Fidelity Investments, adept in driving business growth and fostering client relationships. Spearheaded initiatives that significantly enhanced client satisfaction and asset retention, leveraging skills in financial planning and team development. Demonstrates exceptional ability in sales strategy execution and regulatory compliance, ensuring optimal performance and strategic territory expansion.
Overview
12
12
years of professional experience
1
1
Certification
Work History
VP, Branch Leader
Fidelity Investments
Atlanta, GA
02.2022 - Current
- Oversee branch operations for 23 advisors with branch size of 47 employees, ensuring seamless client experiences
- Lead a team of financial professionals, setting clear performance expectations and delivering ongoing coaching
- Collaborate with cross-functional partners to implement strategies that maximize client engagement
- Maintain accountability for branch-level metrics, including client satisfaction, asset growth, and territory expansion
Assistant Branch Office Manager
Fidelity Investments
Atlanta, GA
05.2020 - 03.2022
- Co-managed daily branch activities, focusing on sales coaching and operational efficiency
- Led initiatives that resulted in a measured increase in client satisfaction and business results
- Coordinated regular training sessions to ensure team proficiency in product knowledge and compliance protocols
Team Leader, Workplace Planning & Advice
Fidelity Investments
Westlake, TX
03.2018 - 05.2020
- Directed a team of workplace planning consultants, driving a notable increase in asset consolidation and retention
- Streamlined service delivery by implementing new technologies and processes, enhancing overall productivity
- Provided individual coaching to advisors to strengthen planning skills and deepen product knowledge
Retirement Solutions Manager
Fidelity Investments
Westlake, TX
10.2017 - 03.2018
- Supervised a team responsible for providing retirement guidance to clients workplace clients
- Liaised with senior leadership to align retirement solutions with broader corporate objectives
Workplace Guidance Manager
Fidelity Investments
07.2015 - 09.2017
- Led a team of planning consultants who focused on financial planning with workplace clients
Guidance Support Specialist
Fidelity Investments
01.2015 - 06.2015
- Sales coach working with consultants on improving their consultative planning skills
Planning and Guidance Consultant II
Fidelity Investments
07.2014 - 01.2015
- 1:1 planning with workplace clients to ensure they maximize their retirement assets and put together a successful plan
Planning and Guidance Consultant I
Fidelity Investments
11.2013 - 06.2014
- 1:1 planning with workplace clients who are early in their planning - higher focus on enrolling and increasing retirement savings
Tax Exempt Representative
Fidelity Investments
02.2013 - 10.2013
Defined Contributions Representative
Fidelity Investments
10.2012 - 01.2013
Education
Master of Personal Financial Planning -
Texas Tech University
Lubbock, TX05.2026
Bachelor of Business Management -
Abilene Christian University
Abilene, TXSkills
- Leadership & Team Development
- Client Relationship Management
- Sales Strategy & Execution
- Financial Planning & Analysis
- Regulatory Compliance
- Business Growth & Revenue Generation
Certification
- FINRA Series 7
- FINRA Series 66
- FINRA Series 9/10
- Life, Health and Variable Insurance Licenses
Timeline
VP, Branch Leader
Fidelity Investments
02.2022 - Current
Assistant Branch Office Manager
Fidelity Investments
05.2020 - 03.2022
Team Leader, Workplace Planning & Advice
Fidelity Investments
03.2018 - 05.2020
Retirement Solutions Manager
Fidelity Investments
10.2017 - 03.2018
Workplace Guidance Manager
Fidelity Investments
07.2015 - 09.2017
Guidance Support Specialist
Fidelity Investments
01.2015 - 06.2015
Planning and Guidance Consultant II
Fidelity Investments
07.2014 - 01.2015
Planning and Guidance Consultant I
Fidelity Investments
11.2013 - 06.2014
Tax Exempt Representative
Fidelity Investments
02.2013 - 10.2013
Defined Contributions Representative
Fidelity Investments
10.2012 - 01.2013
Master of Personal Financial Planning -
Texas Tech University
Bachelor of Business Management -
Abilene Christian University
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