Vice President, Branch Leader - Sarasota, FL

Fidelity • Sarasota, FL

1d

About The Position

The Vice President, Branch Leader serves as the general manager of a Fidelity Investor Center branch, leading branch performance through talent development, operational excellence, and strategic leadership. The role builds and executes strategies that support associate development, business growth, and exceptional client experiences. The leader’s decisions directly influence branch success, market growth, and profitability.

The position drives local business and national initiatives by educating the local market and engaging customers through in-branch meetings, informative seminars, lead utilization, and client appreciation. It also manages branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance.

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 uses sophisticated technology and a world-class investment platform to deliver these services.

Requirements

• Five or more years in a financial sales role.
• Active Series 9, Series 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 new branch associates.
• Ability to work collaboratively, improve productivity, and implement ideas.
• Positive attitude, empowering business professionalism, strong work ethic, and a high level of integrity.

Nice To Haves

• Bachelor’s degree highly preferred.
• Three or more years of financial services management is helpful.
• CFP certification highly preferred.

Responsibilities

• 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.
• Build and execute strategies supporting 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.
• Manage branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance.
• Build a strong sales and service team that cultivates revenue while ensuring high levels of customer happiness.
• 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: Manager