Vice President, Branch Leader - Ashburn, VA

Fidelity Investments•Ashburn, VA

5d•$96,000 - $210,000•Onsite

About The Position

The Vice President, Branch Leader is responsible for leading a Fidelity branch team with a focus on employee development and collaboration. The role drives business opportunities by building a strong sales and service team that embraces the company brand, cultivates revenue, and ensures high levels of customer happiness. This involves educating the local market, driving national initiatives, and growing local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The leader functions as a general manager for the branch, building and leading strategies to develop associates and their business, with decisions significantly impacting branch success, market growth, and profitability.

Requirements

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

Nice To Haves

All-encompassing brokerage and mutual fund knowledge and expertise in financial planning.
Contagious enthusiasm for hiring, mentoring and developing new branch associates.
Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas.
Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities.
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity.

Responsibilities

Drive business opportunities by building a strong sales and service team.
Embrace the company brand and cultivate revenue while ensuring high levels of customer happiness.
Educate the local market to drive national initiatives and grow local business.
Conduct in-branch customer meetings, informative seminars, lead utilization, and client appreciation events.
Lead, recruit, and work closely with branch employees, taking team building seriously.
Develop sales capabilities through dedicated mentoring and coaching.
Manage branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes.
Build and lead strategies to develop associates and their business.
Make decisions that significantly impact branch success, market growth, and profitability.