Vice President, Branch Leader

3 weeks ago

Alexandria, Virginia, United States Fidelity TalentSource LLC Full time
Job Description:

Fidelity Investments is seeking a highly skilled and experienced Branch Leader to join our team. As a key member of our leadership team, you will be responsible for driving business growth and developing a strong sales and service team that embodies the company brand.

The Expertise We're Looking For

  • At least five years of experience in financial sales roles
  • Three or more years of management experience in a financial services environment is highly desirable
  • Active Series 9/10, 7, and 66 licenses are required

The Purpose of Your Role

As a Branch Leader, you will be responsible for driving business opportunities by building a strong sales and service team that will cultivate revenue while ensuring high levels of customer happiness. You will educate the local market, drive national initiatives, and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.

The Skills You Bring

  • 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 high levels of integrity

The Value You Deliver

You will be a key leader in the Investor Center and beyond. As someone who leads, recruits, and works closely with branch employees, team building is something you take seriously. You develop sales capabilities through dedicated mentoring and coaching. You are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.

How Your Work Impacts the Organization

You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have a significant impact on branch success, market growth, and profitability.

Certifications:

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 63 - FINRA

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their clients' money.

Why Fidelity?

We value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations, and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Equal Opportunity Employer

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop, and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Accommodation Requests

We will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to

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