VP, Branch Leader - Marlton, NJ

Fidelity Investments • Marlton, NJ

1d • $96,000 - $210,000

About The Position

The VP, Branch Leader serves as the general manager of a Fidelity Investor Center branch, leading branch performance through talent development, operational excellence, and strategic leadership. The role involves recruiting, mentoring, and coaching associates; managing branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance; and developing and executing strategies that support associate development, business growth, and exceptional client experiences. The leader’s decisions directly influence branch success, market growth, and profitability.

The Branch Leader grows local business and drives national initiatives by educating the local market and conducting in-branch customer meetings, informative seminars, lead utilization, and client appreciation activities. The branch team provides individual mutual fund and brokerage customers with investment products and services, including personal needs-based investment guidance, wealth management, retirement planning, income strategies, and college planning.

The position is associated with Fidelity’s transition toward a full-time onsite working model. Onsite expectations vary by role and location and may evolve during the rollout; the posting does not specify the exact onsite requirement for this position. The base salary range is $96,000–$210,000 per year. Total compensation may also include bonus or other variable compensation, subject to position and eligibility requirements.

Requirements

• At least 5 years of experience in a financial sales role.
• Active Series 9, Series 10, Series 7, and Series 66 licenses are required.
• All-encompassing brokerage and mutual fund knowledge and expertise in financial planning.
• Ability to coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities.
• Positive attitude, empowering business professionalism, strong work ethic, and a high level of integrity.
• Fidelity will not provide immigration sponsorship for this position.

Nice To Haves

• Bachelor’s degree highly preferred.
• At least 3 years of financial services management experience is helpful.
• CFP certification highly preferred.
• Enthusiasm for hiring, mentoring, and developing new branch associates.
• Passion for collaboration, improving productivity, and implementing ideas.

Responsibilities

• 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 supporting associate development, business growth, and exceptional client experiences.
• Educate the local market and drive national initiatives and local business growth through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.
• Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities.
• Lead a sales and service team that cultivates revenue and supports high levels of customer happiness.

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
• Possible bonus or other variable compensation, depending on position and eligibility requirements

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed