Vice President, Branch Leader - Burlingame, CA

Fidelity Investments • Burlingame, CA

4d • $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 recruits, mentors, and coaches associates; manages branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance; and builds and executes strategies that support associate development, business growth, and exceptional client experiences. The branch leader’s decisions influence branch success, market growth, and profitability.

The position drives local business and national initiatives by educating the local market and using in-branch customer meetings, informative seminars, lead utilization, and client appreciation. The branch team 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.

Fidelity describes a phased transition to full-time onsite work across regions and roles. Onsite expectations vary by role and location and may evolve. The position is based in Burlingame, California. Fidelity will not provide immigration sponsorship for this position.

Requirements

• At least 5 years of experience in a financial sales role.
• Active Series 9/10, Series 7, and Series 66 licenses required.
• Insurance license required.
• All-encompassing brokerage and mutual fund knowledge and 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 a high level of integrity.

Nice To Haves

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

Responsibilities

• Lead branch performance through talent development, operational excellence, and strategic leadership.
• Recruit, mentor, and coach branch 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.
• Educate the local market and drive national initiatives and local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.
• Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior