Vice President, Branch Leader - Orland Park, IL

Fidelity Investments•Orland Park, IL

2d•$96,000 - $210,000•Onsite

About The Position

As a leader of a Fidelity branch team, you'll have the resources at your disposal to succeed on each count. By educating the local market, you will drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation. As one of the key leaders in the Investor Center, you drive branch performance through talent development, operational excellence, and strategic leadership. By recruiting, mentoring, and coaching associates, you strengthen team capabilities and foster a high-performing culture. You are an integral figure in running branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance. You will work alongside the VP, Branch Leader in charge of the branch in building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.

Requirements

5+ years in financial sales role
Active Series 9/10, 7, and 66 licenses required
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

Nice To Haves

Bachelor’s Degree highly preferred
3+ years of financial services management is helpful
CFP highly preferred

Responsibilities

Educating the local market to drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.
Driving branch performance through talent development, operational excellence, and strategic leadership.
Recruiting, mentoring, and coaching associates to strengthen team capabilities and foster a high-performing culture.
Running branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance.
Building and leading strategies to develop associates and their business.
Making leadership decisions that have significant impact on branch success, market growth and profitability.