Vice President, Branch Leader - Sacramento, CA

Fidelity • Fair Oaks, CA

1d

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, informative seminars, lead utilization, and client appreciation. As the branch’s general manager, the leader develops and executes strategies that support associate development, business growth, exceptional client experiences, and profitability.

The role includes recruiting, mentoring, and coaching associates; managing branch infrastructure such as lobby and operational technology, back-office processing, and quality assurance; and coordinating cross-company partnerships and regional corporate relationships that can create business opportunities. Fidelity branches provide individual mutual fund and brokerage customers with investment guidance, wealth management, retirement planning, income strategies, and college planning services, supported by sophisticated technology and an investment platform.

Fidelity states that it is transitioning to a full-time onsite working model through a phased regional and role-based rollout. Current onsite expectations vary, and may evolve. The position does not offer immigration sponsorship. The base salary range is $96,000–$210,000 per year; placement depends on responsibilities, scope, location, relevant experience, and other factors. Depending on the position and eligibility, compensation may also include a bonus or other variable compensation.

Requirements

• At least 5 years of experience in a financial sales role.
• Active Series 9, Series 10, Series 7, and Series 66 licenses.
• An insurance license.
• 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 high integrity.

Nice To Haves

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

Responsibilities

• Drive branch performance through talent development, operational excellence, and strategic leadership.
• Educate the local market and grow local business through customer meetings, seminars, lead utilization, and client appreciation.
• 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 supporting associate development, business growth, and exceptional client experiences.
• Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Retirement benefits
• Paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources for career development

What This Job Offers

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