VP, Branch Leader - Wall Street, NY
$115k/y-$170k/y
Fidelity Investments2 days ago
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HybridFull-timeExecutive
Summary
Fidelity Investments is seeking a VP, Branch Leader to join their team in Wall Street, NY. The role focuses on leading a branch team to drive business opportunities and cultivate revenue while ensuring high levels of customer satisfaction.
About the Role
As the VP, Branch Leader, you will be responsible for building and leading a strong sales and service team, educating the local market, and driving national initiatives. Your leadership will significantly impact branch success, market growth, and profitability. You will also oversee branch infrastructure and develop sales capabilities through mentoring and coaching.
About You
Required:
- At least five years in a financial sales role.
- Three or more years of management experience within a financial services environment.
- Active Series 9/10, 7, and 66 licenses.
Preferred:
- All-encompassing brokerage and mutual fund knowledge and expertise in financial planning.
- A passion for hiring, mentoring, and developing new branch associates.
- Experience in coordinating cross-company partnerships and regional corporate relationships.
Benefits
- Comprehensive health care coverage and emotional well-being support.
- Market-leading retirement plan.
- Generous paid time off and parental leave.
- Charitable giving employee match program.
- Educational assistance including student loan repayment and tuition reimbursement.
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve. Fidelity’s strength comes from the scale of our diversified, market-leading financial services businesses that serve individuals, families, employers, wealth management firms, and institutions. With assets under administration of 5.9 trillion as of March 31, 2025, we focus on meeting the unique needs of a broad and growing customer base. Privately held for 78 years, Fidelity employs more than 77,000 associates across the United States, Ireland, and India. For our Terms and Conditions, please visit http://go.fidelity.com/LIterms
New York, NY