Vice President, Branch Leader - Sacramento, CA

Fidelity Investments•Sacramento, CA

3d•$96,000 - $210,000•Onsite

About The Position

The Vice President, Branch Leader leads a Fidelity Investor Center branch, driving performance through talent development, operational excellence, and strategic leadership. The role builds local business by educating the market and using in-branch customer meetings, seminars, leads, and client appreciation activities to support national initiatives and grow the business. As the branch’s general manager, the leader develops and executes strategies for associate development, business growth, and exceptional client experiences, with decisions that influence branch success, market growth, and profitability. The position also manages branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance. The branch offers 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. The team delivers these services using sophisticated technology and an investment platform. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Some roles and locations currently require 100% onsite presence, while others require less; onsite expectations may evolve. This transition does not apply to fully remote roles. The position does not include immigration sponsorship.

Requirements

At least 5 years in a financial sales role.
Active Series 9, Series 10, Series 7, and Series 66 licenses are required.
An insurance license is required.
Broad 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.
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 certification highly preferred.

Responsibilities

Educate the local market and drive national initiatives and local business growth through customer meetings, seminars, lead utilization, and client appreciation.
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.
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.