Marvin Hardiman
PNC Wealth Management
South Bend,USA
1
Certification
18
years of professional experience
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.
Work History
Financial Advisor
9 Months- Advised clients on investment strategies, retirement planning, and asset allocation decisions.
- Built comprehensive financial plans aligned with clients' wealth goals and risk tolerance.
- Conducted portfolio reviews to identify opportunities for rebalancing and improved diversification.
- Maintained strong client relationships through proactive communication and responsive service.
Vice President Branch Leader
5 Years 2 Months- All-encompassing brokerage and mutual fund knowledge and expertise in financial planning.
- 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.
- Coordinated and supported cross-company partnerships and regional corporate relationships to generate business opportunities.
- A contagious enthusiasm for hiring, mentoring, and developing new branch associates.
- Increased client satisfaction by 20% on average, led the market.
- Sustained staffing levels at 120% of target over five years.
- Engaged local workplace sales, achieving $131 million in 401k closes in 2024.
- Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities.
- Oversaw quality assurance efforts to maintain high standards of product and service delivery.
- Oversaw quality assurance efforts, ensuring high standards in product and service delivery.
Manager Financial Services
1 Year 5 Months- Assigned, prioritized, and delegated tasks to departmental employees to improve workflow efficiency.
- Conducted regular staff meetings to enhance communication and align team performance with departmental goals.
- Conducted regular staff meetings to foster effective communication and performance.
- Assigned, prioritized, and delegated tasks and responsibility to departmental employees.
- Recruited and hired qualified candidates to strengthen team capabilities and meet operational needs.
Executive Sponsor
2 Years 7 Months- Assisted at Lynnwood Branch of Boys and Girls Club to support children’s programs.
- Collaborated with facility director to manage building and vehicle maintenance tasks.
- Directed strategic planning, aligning youth development programs with community needs and organizational priorities.
- Managed board communications, preparing updates, governance materials, and executive recommendations.
Vice President Branch Manager
2 Years 10 Months- Increased branch revenues and expanded client base through targeted sales initiatives.
- Collaborated with team of financial consultants and associate financial consultants to implement firm-wide sales strategies and develop localized strategies.
- Inspired sales and client service professionals to provide investment guidance and support through face-to-face client 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 sharing best practices.
- Performed the compliance and administrative tasks inherent in the industry.
Sponsorship Executive
6 Years 5 Months- Coordinated mentorships and facilitated financial literacy for high school juniors and seniors.
- Coordinated executive calendars, prioritizing meetings, deadlines, and district commitments.
- Prepared board materials, presentations, and correspondence for leadership review.
- Managed confidential records, ensuring accurate file organization and secure information handling.
Education
High School Diploma
Skills
Client Relationship Building
Business Development
Sales and marketing leadership
Operations Management
Talent Acquisition
Client Advisory
Training and Mentoring
Results-Driven
Critical Thinking
Team Leadership
Sales leadership
Financial analysis
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
AWARDS
National Coach of the Year - Fidelity 2024, Manager of the Year - Charles Schwab 2000, Chairman's Club - Charles Schwab 1995 and 1999
Personal Information
Title: Branch Manager, Financial Services
Timeline
Financial Advisor
PNC Wealth Management
01.2026 - CurrentRead More
Vice President Branch Leader
Fidelity Investments
06.2019 - 08.2024Read More
Manager Financial Services
Prudential
01.2018 - 06.2019Read More
Executive Sponsor
Boys and Girls Club
01.2015 - 08.2017Read More
Vice President Branch Manager
Charles Schwab & Company
10.2014 - 08.2017Read More
Sponsorship Executive
Indianapolis Public Schools
05.2008 - 10.2014Read More
Butler University
High School Diploma
Read More