Vice President, Branch Leader - Del Mar, CA

Fidelity Investments • San Diego, CA

398d • $115,000 - $200,000 • Onsite

About The Position

As the Vice President, Branch Leader at Fidelity Investments, you will lead a branch team focused on driving business opportunities and cultivating revenue while ensuring high levels of customer satisfaction. Your role will involve building a strong sales and service team, educating the local market, and implementing strategies to enhance branch performance and profitability.

Requirements

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

Nice To Haves

• Strong knowledge of brokerage and mutual funds.
• Passion for hiring and mentoring new associates.
• Ability to work collaboratively and improve productivity.
• Positive attitude and strong work ethic.

Responsibilities

• Lead and develop a sales and service team to drive business opportunities.
• Educate the local market to support national initiatives and grow local business.
• Conduct in-branch customer meetings and informative seminars.
• Utilize leads and organize client appreciation events.
• Mentor and coach branch associates to enhance their sales capabilities.
• Oversee branch infrastructure, including operational technology and quality assurance processes.
• Build and maintain cross-company partnerships and regional corporate relationships.

Benefits

• Loan repayment program
• Health insurance
• Tuition reimbursement
• Paid time off
• Parental leave

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed