Vice President Branch Leader
Fidelity Investments is a privately held, Boston-headquartered financial services company providing investing, trading, retirement, wealth management, brokerage, workplace benefits, custody and clearing, and digital-asset services.
Maintainer signals as of 9/25/2026
About Fidelity Investments
Fidelity serves individual investors, employers, wealth-management firms, institutions, innovators, and charitable donors through diversified financial-services businesses. Current offerings include brokerage and trading, mutual funds and exchange-traded products, retirement and workplace savings, financial planning and advice, wealth management, institutional custody and clearing, and crypto/digital-asset products.
Skills
Candidate Availability
Required and preferred rules are kept separate and reflect the wording in the original posting.
About the Role
You will lead branch performance through talent development, operational excellence, and strategic leadership. You will recruit, mentor, and coach associates; manage branch infrastructure and processing; execute business-growth strategies; and deliver exceptional client experiences.
Requirements
- At least 5 years of financial sales experience.
- Financial-services management experience is helpful.
- Active FINRA Series 9, Series 10, Series 7, and Series 66 licenses.
- Brokerage, mutual fund, and financial planning knowledge.
- Bachelor's degree is highly preferred.
- CFP certification is highly preferred.
- Ability to coordinate cross-company partnerships and regional corporate relationships.
Responsibilities
- Educate the local market and drive national initiatives.
- Grow local business through customer meetings, seminars, lead utilization, and client appreciation activities.
- Recruit, mentor, and coach branch associates.
- Drive branch performance through talent development, operational excellence, and strategic leadership.
- Manage branch infrastructure, operational technology, back-office processing, and quality assurance.
- Build and execute strategies that support associate development, business growth, and client experiences.
Benefits
- Fully paid parental leave.
- On-site health and wellness centers.