Vice President, Branch Leader - Omaha, NE
About The Position
This leadership position will be located in a new Fidelity Investor Center branch in Omaha, Nebraska. The Branch Leader drives branch performance through talent development, operational excellence, and strategic leadership. The role includes recruiting, mentoring, and coaching associates, managing branch infrastructure such as lobby and operational technology, back-office processing, and quality assurance, and serving as the branch’s general manager. The leader builds and executes strategies that support associate development, business growth, and exceptional client experiences, influencing branch success, market growth, and profitability. The Branch Leader educates the local market and grows local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation, while advancing national initiatives. The branch offers individual mutual fund and brokerage customers investment products and services including needs-based investment guidance, wealth management, retirement planning, income strategies, and college planning. Fidelity is transitioning to a full-time onsite working model through a phased rollout; onsite expectations vary by role and location and may evolve.
Requirements
- At least 5 years of experience in a financial sales role.
- Active Series 9/10, Series 7, and Series 66 licenses 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.
- Ability to coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities.
- Positive attitude, business professionalism, strong work ethic, and high level of 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.
- 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.
- Educate the local market and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.
- Drive national initiatives and contribute to branch success, market growth, and profitability.
- Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities.
Benefits
- Comprehensive health care coverage
- Emotional well-being support
- Market-leading retirement benefits
- Generous paid time off
- Parental leave
- Charitable giving employee match program
- Educational assistance, including student loan repayment and tuition reimbursement
- Learning resources for career development
- Potential bonus or other variable compensation, depending on position and eligibility
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
