Vice President, Branch Leader - Burlingame, CA

Fidelity Investments • Burlingame, CA

321d • $115,000 - $200,000 • Hybrid

About The Position

As the Vice President, Branch Leader at Fidelity Investments, you will lead a branch team with a focus on employee development and collaboration. You will have the resources to succeed in selling yourself, your company, and your product. The mission in the branch is to drive business opportunities by building a strong sales and service team that embraces the company brand and cultivates 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.

Requirements

• At least five years in a financial sales role.
• Three or more years of management experience in a financial services environment.
• Active Series 9/10, 7, and 66 licenses.

Nice To Haves

• All-encompassing brokerage and mutual fund knowledge.
• Experience in financial planning.
• A passion for hiring, mentoring, and developing new branch associates.
• Ability to coordinate and support cross-company partnerships.

Responsibilities

• Lead and manage the branch team to drive business opportunities.
• Build and develop a strong sales and service team.
• Educate the local market and drive national initiatives.
• Conduct in-branch customer meetings and informative seminars.
• Utilize leads and organize client appreciation events.
• Mentor and coach branch associates to develop their sales capabilities.
• Oversee branch infrastructure, including lobby and operational technology.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree