Vice President, Branch Leader - Burlingame, CA

Fidelity • Burlingame, CA

2d • Onsite

About The Position

The Vice President, Branch Leader serves as the general manager of a Fidelity branch, driving branch performance through talent development, operational excellence, and strategic leadership. The role builds and executes strategies supporting associate development, business growth, and exceptional client experiences, with leadership decisions directly influencing branch success, market growth, and profitability.

The Branch Leader grows local business by educating the local market and driving national initiatives through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The position includes responsibility for branch infrastructure such as lobby and operational technology, back-office processing, and quality assurance.

Fidelity branches offer investment products and services to individual mutual fund and brokerage customers, including needs-based investment guidance, wealth management, retirement planning, income strategies, and college planning. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles; onsite expectations vary by role and location and may evolve. The position does not offer immigration sponsorship.

Requirements

• At least 5 years of experience in a financial sales role.
• Active Series 9, Series 10, Series 7, and Series 66 licenses required.
• Insurance license required.
• All-encompassing brokerage and mutual fund knowledge, with expertise in financial planning.
• 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, empowering 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.
• Educate the local market and drive national initiatives to grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.
• Manage branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance.
• Build and execute strategies that support associate development, business growth, and exceptional client experiences.
• Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities.
• Help lead a sales and service team that cultivates revenue while maintaining high levels of customer happiness.

Benefits

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

What This Job Offers

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