Vice President, Branch Leader -Johnson City, TN
About The Position
The Vice President, Branch Leader leads a Fidelity branch team and drives branch performance through talent development, operational excellence, and strategic leadership. The role grows local business by educating the market and advancing national initiatives through in-branch customer meetings, seminars, lead utilization, and client appreciation. Serving as the branch’s general manager, the leader recruits, mentors, and coaches associates; manages branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance; and develops and executes strategies supporting associate development, business growth, and exceptional client experiences. Leadership and decisions directly influence branch success, market growth, and profitability. Fidelity branches provide investment products and services to individual mutual fund and brokerage customers, including personal needs-based investment guidance, wealth management, retirement planning, income strategies, and college planning. The role is subject to securities, investment, retirement-related, and other applicable legal and regulatory requirements that may restrict hiring or association based on certain criminal histories. Fidelity will not provide immigration sponsorship for this position.
Requirements
- At least 5 years in a financial sales role.
- Active Series 9/10, Series 7, and Series 66 licenses required.
- All-encompassing brokerage and mutual fund knowledge, with expertise in financial planning.
- Enthusiasm for hiring, mentoring, and developing new branch associates.
- Ability to work collaboratively, improve productivity, and implement ideas.
- 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 certification highly preferred.
Responsibilities
- Educate the local market and drive national initiatives to grow local business 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
