Vice President, Branch Leader -Century City, CA

Fidelity Investments•Los Angeles, CA

1d•$96,000 - $210,000•Onsite

About The Position

As the leader of a Fidelity branch team, you will have the resources to succeed by educating the local market, driving national initiatives, and growing local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. You will drive branch performance through talent development, operational excellence, and strategic leadership by recruiting, mentoring, and coaching associates to strengthen team capabilities and foster a high-performing culture. You will manage branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance. Serving as the branch's general manager, you will build and execute strategies that support associate development, business growth, and exceptional client experiences. Your leadership and decisions will directly influence branch success, market growth, and profitability.

Requirements

Bachelor’s Degree highly preferred
5+ years in financial sales role
3+ years of financial services management is helpful
Active Series 9/10, 7, and 66 licenses required
CFP highly preferred
All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
Contagious enthusiasm for hiring, mentoring, and developing new branch associates
Inspired by passion for working collaboratively, improving productivity, and implementing ideas
Ability to coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities
Positive attitude, empowering business professionalism and strong work ethic with high level of integrity

Responsibilities

Educate the local market to drive national initiatives and grow local business.
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.
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.
Influence branch success, market growth, and profitability through leadership and decision-making.
Build a strong sales and service team that embraces the company brand and cultivates revenue while ensuring high levels of customer happiness.
Provide a full range of investment products and services to individual mutual fund and brokerage customers.