Branch Leader - Reston, VA

Fidelity Investments • Reston, VA

2d • $100,000 - $168,000

About The Position

The Branch Leader leads a team of sales and service associates and collaborates with senior management to prepare associates to lead their own branches. The role supports the Vice President, Branch Leader, builds a strong sales team, and develops service associates who generate revenue opportunities and promote customer satisfaction. The Branch Leader applies national initiatives to grow the business through customer engagement, local marketing, educational seminars, and client appreciation events. The position also coordinates branch operations, ensures compliance, resolves customer concerns, and develops and motivates associates to achieve individual and team success.

This is a developmental role for people aiming to lead their own branch. It provides exposure to branch management, including supporting hiring, leading a compliant and thriving office, growing the market, and mentoring associates. The program lasts 12–24 months and develops talent within the investor center network while supporting the assigned Vice President, Branch Leader. The role may involve working at more than one branch or having a different main branch during the program.

Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Onsite requirements currently vary, and expectations may evolve as the rollout continues. The transition does not apply to fully remote roles. Fidelity will not provide immigration sponsorship for this position.

Requirements

• At least five years of experience in a financial sales role.
• Series 7 and Series 66, or Series 63 and Series 65, are required.
• Must acquire Series 9 and Series 10 upon hire.
• Background in relationship management and a deep understanding of financial services.
• Strong time-management skills and ability to handle multiple priorities.
• Ability to influence others and develop their sales skills.
• Validated understanding of compliance and regulatory guidelines.
• Professional demeanor and excellent interpersonal skills.
• Positive attitude, business integrity, strong work ethic, and high level of integrity.

Nice To Haves

• Three or more years of management experience within a financial services environment.

Responsibilities

• Build a strong sales team and develop service associates.
• Support the Vice President, Branch Leader.
• Apply national initiatives to grow the business through customer engagement, local marketing, educational seminars, and client appreciation events.
• Coordinate branch operations, ensure compliance, and resolve customer concerns.
• Develop and motivate associates to achieve individual and team success.
• Support hiring, help lead a compliant and thriving office, grow the market, and mentor associates.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement benefits
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources for career development
• Bonus or other variable compensation, depending on position and eligibility

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed