Hi, I’m
Marvin Hardiman
Branch Manager, Financial Services
South Bend,USA
Summary
Dynamic financial leader with a proven track record at Fidelity Investments, driving net flows from $140 million to $450 million. Expert in team leadership and client relationship building, enhancing client satisfaction by 20%. Skilled in coaching and development, fostering high-performing teams to achieve ambitious business objectives.
Overview
16
years of professional experience
1
Certification
Work History
Fidelity InvestmentsSouth Bend, Indiana
Vice President Branch Leader
06.2019 - 08.2024
Job overview
- All-encompassing brokerage and mutual fund knowledge and expertise in financial planning.
- A contagious enthusiasm for hiring, mentoring, and developing new branch associates.
- Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas.
- Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities.
- Positive attitude, empowering business professionalism and strong work ethic with elevated level of integrity.
- Led the market in net flows, and solutions with an increase from $140 million to $450 million in each category over the 5-year period.
- Increased client satisfaction by 20% on average, lead the market.
- Maintain 120% of head count over 5 years.
- Engaged local workplace sales with $131 mil 401k closes in 2024.
- Actively coached and developed Financial Advisors, Investment Advisors, Planning Consultants, and Financial Representatives.
- Oversaw talent acquisition, training, and development programs to build high-performing teams.
- Oversaw quality assurance efforts to maintain high standards of product and service delivery.
PrudentialBellevue, WA
Manager Financial Services
01.2018 - 06.2019
Job overview
- Assigned, prioritized, and delegated tasks and responsibility to departmental employees.
- Conducted regular staff meetings to foster effective communication and performance.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Enhanced team morale and retention through recognition programs and career development opportunities.
- Recruited and hired qualified candidates to fill open positions.
Boys and Girls ClubLynnwood, WA
Executive Sponsor
01.2015 - 08.2017
Job overview
- Worked with the Lynnwood Branch of the Boys and Girls Club for children.
- Worked with the facility director to coordinate building and vehicle maintenance.
Charles Schwab & CompanySpokane / Lynnwood/Bellingham, WA
Vice President Branch Manager
10.2014 - 08.2017
Job overview
- Increased the branch office's revenues while expanding the client base.
- Work closely with team of Financial Consultants (FC), and Associate Financial Consultants (AFC) both in implementing firm wide sales strategies and in developing strategies at the local level.
- This was accomplished by inspiring team of Sales professionals and Client Service professionals as they provide investment guidance and support to clients primarily through face-to-face meetings.
- Provided sales coaching and sales process management, development of branch team with effective training and performance management.
- Conducted client presentations with sales team, analysis of performance data for trends and actions.
- Interviewing prospective employees, collaborating with business partners and shared best practices.
- Performed the compliance and administrative tasks inherent in the industry.
Indianapolis Public SchoolsIndianapolis, IN
Sponsorship Executive
05.2008 - 10.2014
Job overview
- Coordinated mentorships and the facilitation of financial literacy for high school juniors and seniors.
Education
Butler UniversityIndianapolis, IN, US
Skills
- Results-Driven
- Critical Thinking
- Team Leadership
- Operations Management
- Recruiting
- Coaching and Development
- Training and Mentoring
- Client Relationship Building
- Business Development
- Profit objectives
- Sales and marketing leadership
Volunteer Experience
- Boys and Girls Club, Lynnwood, WA, Executive Sponsor, 01/01/15, 08/31/17, Worked with the Lynnwood Branch of the Boys and Girls Club for children., Worked with the facility director to coordinate building and vehicle maintenance.
- Indianapolis Public Schools, Indianapolis, IN, Sponsorship Executive, 05/01/08, 10/31/14, Coordinated mentorships and the facilitation of financial literacy for high school juniors and seniors.
Awards
- National Coach of the Year - Fidelity 2024
- Manager of the Year - Charles Schwab 2000
- Chairman's Club - Charles Schwab 1995 and 1999
Accomplishments
- Management Coach of the Year, Fidelity 2023
- Manager of the Year Charles Schwab
Certification
- SIE
- Series 6, 7, 8, 9, 10, 66
- Life and Health Insurance
Timeline
Vice President Branch Leader
Fidelity Investments
06.2019 - 08.2024
Manager Financial Services
Prudential
01.2018 - 06.2019
Executive Sponsor
Boys and Girls Club
01.2015 - 08.2017
Vice President Branch Manager
Charles Schwab & Company
10.2014 - 08.2017
Sponsorship Executive
Indianapolis Public Schools
05.2008 - 10.2014