Vice President, Branch Leader
Not Disclosed•Full-TimeOn-site
location_onTravis County Constable Precinct Five, 700, Lavaca Street, Austin, Travis County, Texas, 78701, United States
About the Role
As the leader of a Fidelity branch team, you will drive business opportunities by building a strong sales and service team that embraces the company brand and cultivates revenue while ensuring high levels of customer happiness. Your mission is to educate the local market, driving national initiatives and growing local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation.
You will function as a general manager for the branch, building and leading strategies to develop your associates and their business. Your leadership and decisions will have a significant impact on branch success, market growth, and profitability. As a key leader in the Investor Center, you will take team building seriously, recruiting and working closely with branch employees to develop sales capabilities through dedicated mentoring and coaching.
Beyond people development, you are an integral figure in running branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes. You will coordinate and support cross-company partnerships and regional corporate relationships that lead to new business opportunities, all while maintaining a positive attitude, empowering business professionalism, and a strong work ethic with a high level of integrity.
Company Context
Fidelity is committed to employee development and collaboration. With a focus on these core values, you will have the resources at your disposal to succeed in selling yourself, your company, and your product. Our business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities, and the rules and regulations of numerous self-regulatory organizations, including FINRA.
Please note that Fidelity is not providing immigration sponsorship for this position. Additionally, Fidelity's business is subject to laws and regulations that may restrict hiring and/or associating with individuals with certain criminal histories.
Work location
Work model: On-site
Travis County Constable Precinct Five, 700, Lavaca Street, Austin, Travis County, Texas, 78701, United States
Austin, Texas
Key Responsibilities
- check_circleLead and develop a strong sales and service team to drive revenue
- check_circleImplement quality assurance processes to ensure high service levels
- check_circleBuild and lead strategies to grow local business and market profitability
- check_circleManage branch infrastructure including lobby, technology, and back office processing
- check_circleCoordinate cross-company partnerships and regional corporate relationships
- check_circleConduct in-branch customer meetings and informative seminars to educate the market
- check_circleRecruit, hire, and mentor new branch associates to build capabilities
Requirements
- verified5+ years in financial sales role
- verified3+ years of management in financial services
- verifiedActive Series 9/10, 7 and 66 licenses
- verifiedUS work authorization (no immigration sponsorship)
Nice to Have
Three or more years of management within a financial services environment.
