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 lead the branch through strategic leadership, talent development, operational excellence, and local business growth. You will recruit, mentor, and coach associates; manage branch infrastructure and quality assurance; run client meetings and seminars; and execute strategies that improve client experiences, market growth, and profitability.
Requirements
- 5+ years in a financial sales role
- Financial services management experience preferred
- Active Series 9/10, 7, and 66 licenses
- Brokerage and mutual fund knowledge
- Financial planning expertise
Responsibilities
- Lead branch performance and strategic execution
- Recruit, mentor, and coach branch associates
- Develop local business through client meetings, seminars, and lead utilization
- Manage branch infrastructure and operational technology
- Oversee back-office processing and quality assurance
- Build strategies for associate development, business growth, and client experiences
- Coordinate cross-company and regional corporate relationships