Vice President, Branch Leader - Austin, TX

Fidelity • Austin, TX

7d

About The Position

The Vice President, Branch Leader helps drive branch performance and local business growth through customer meetings, seminars, lead utilization, and client appreciation. The role leads through talent development, operational excellence, and strategic leadership, including recruiting, mentoring, and coaching associates to build a high-performing team. It also supports branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance. Working alongside the VP, Branch Leader in charge of the branch, this position develops associates and their businesses and contributes to branch success, market growth, and profitability.

Fidelity branches provide 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 through a technology-supported investment platform.

Fidelity will not provide immigration sponsorship for this position. Fidelity is transitioning to a full-time onsite working model through a phased regional and role-based rollout; onsite expectations vary currently and may evolve. This transition does not apply to fully remote roles.

Requirements

• At least 5 years in a financial sales role.
• Active Series 9/10, Series 7, and Series 66 licenses are 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, 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 is helpful.
• CFP highly preferred.

Responsibilities

• Educate the local market and grow local business through in-branch customer meetings, informative 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.
• Help run branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance.
• Work alongside the VP, Branch Leader in charge of the branch to develop and lead strategies for associates and their businesses.
• Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities.

What This Job Offers

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