Vice President, Branch Leader - Sarasota, FL

Fidelity Investments • Sarasota, FL

2d • Onsite

About The Position

The Vice President, Branch Leader leads a Fidelity Investor Center team and drives branch performance through talent development, operational excellence, and strategic leadership. The role focuses on growing local business by educating the local market and using in-branch customer meetings, informative seminars, lead utilization, and client appreciation to support national initiatives and local opportunities.

As the branch’s general manager, the leader recruits, mentors, and coaches associates; manages branch infrastructure such as 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 role’s decisions directly influence branch success, market growth, and profitability.

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. Services are delivered through a sophisticated technology platform.

Requirements

• At least 5 years of experience 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, 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

• 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 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.
• 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