Vice President, Branch Leader - Austin, TX

Fidelity Investments • Austin, TX

1d

About The Position

The Vice President, Branch Leader helps drive a Fidelity branch’s performance, local business growth, and profitability. The role promotes national initiatives and educates the local market through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. It provides strategic leadership across talent development and operational excellence, including recruiting, mentoring, and coaching associates to build a high-performing team. The position also supports branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance. Working alongside the VP, Branch Leader in charge of the branch, this leader helps develop associates and their business. Fidelity will not provide immigration sponsorship for this position.

The branch team builds sales and service capabilities, cultivates revenue, and supports customer satisfaction. Branches offer individual mutual fund and brokerage customers investment guidance, wealth management, retirement planning, income strategies, and college planning services, using sophisticated technology and an investment platform.

Requirements

• At least 5 years of experience in a financial sales role.
• Active Series 9/10, Series 7, and Series 66 licenses required.
• All-encompassing brokerage and mutual fund knowledge and expertise in financial planning.
• Ability and enthusiasm for hiring, mentoring, and developing branch associates.
• Ability to work collaboratively, improve productivity, and implement ideas.
• Ability to coordinate and support cross-company partnerships and regional corporate relationships.
• Positive attitude, business professionalism, strong work ethic, and high integrity.

Nice To Haves

• Bachelor’s degree highly preferred.
• At least 3 years of financial services management experience is helpful.
• CFP highly preferred.

Responsibilities

• Drive branch performance through talent development, operational excellence, and strategic leadership.
• Recruit, mentor, and coach associates to strengthen team capabilities and foster a high-performing culture.
• Help run branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance.
• Work alongside the VP, Branch Leader in charge of the branch to develop associates and their business.
• Grow local business and drive national initiatives through customer meetings, seminars, lead utilization, and client appreciation.
• Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities.

What This Job Offers

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