VP, Branch Leader - South Bend, IN

Fidelity Investments • South Bend, IN

1d • Onsite

About The Position

As the 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 a key leader 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 play a critical role in managing branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance. Serving as the branch's general manager, you build and execute strategies that support associate development, business growth, and exceptional client experiences. Your leadership and decisions directly influence 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

• Drive national initiatives and 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.
• Build a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager