Vice President, Branch Leader -Friendswood, TX

As the leader of a Fidelity branch team, you'll have the resources at your disposal to succeed. By educating the local market, you will drive national initiatives and grow local business. As a key leader in the Investor Center, you drive branch performance through talent development, operational excellence, and strategic leadership. Fidelity will not provide immigration sponsorship for this position. Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles.

Responsibilities

Lead a Fidelity branch team; Drive branch performance through talent development, operational excellence, and strategic leadership; Recruit, mentor, and coach associates; Manage branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance; Serve as the branch's general manager and build and execute strategies supporting associate development, business growth, and exceptional client experiences; Educate the local market, drive national initiatives, and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation

Requirements

5+ years in financial sales role; Active Series 9/10, 7, and 66 licenses; Insurance license; 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 have

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