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.
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 drive branch performance through talent development, operational excellence, and strategic leadership. You will recruit, mentor, and coach associates; manage branch infrastructure and quality assurance; grow local business through client meetings and seminars; and build strategies that improve branch success and profitability.
Requirements
- 5+ years in a financial sales role
- Active Series 9/10 license
- Active Series 7 license
- Active Series 66 license
- Insurance license
- Brokerage knowledge
- Mutual fund knowledge
- Financial planning knowledge
- Financial services management experience
- Project coordination
Responsibilities
- Drive branch performance
- Recruit, mentor, and coach associates
- Manage branch infrastructure and operational technology
- Oversee back-office processing and quality assurance
- Grow local business through client meetings and seminars
- Develop branch strategies
- Coordinate cross-company partnerships and regional corporate relationships
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Retirement benefits
- Paid time off
- Parental leave
- Charitable giving employee match program
- Student loan repayment
- Tuition reimbursement
- Learning resources