Vice President, Branch Leader - Austin, TX

Fidelity Investments Inc.; Austin (TX); On-site; USD 100,000 - 150,000; Full time

Job summary

Fidelity Investments Inc. in Austin, TX, seeks a proven branch leader to drive performance through coaching, operations, and strategic leadership. You’ll recruit, mentor, and develop associates while strengthening relationships with clients and cross-company partners.

As a top collaborator with the VP, Branch Leader, you’ll guide lobby management, back-office processes, and service quality to grow local market share and profitability with a high-performing team.

Qualifications

• Bachelor’s Degree highly preferred.
• 5+ years in financial sales role.
• 3+ years of financial services management is helpful.
• Active Series 9/10, 7, and 66 licenses required, CFP highly preferred.
• All-encompassing brokerage and mutual fund knowledge and expertise in financial planning.

Responsibilities

• Lead branch performance through talent development, operational excellence, and strategic leadership.
• Recruit, mentor, and coach associates to strengthen team capabilities.
• Oversee branch infrastructure, lobby and back-office processing, and quality assurance.

Skills

Series 9/10 licenses

Series 7 license

Series 66 license

CFP preferred

Brokerage and mutual fund knowledge

Leadership and mentoring

Hiring and development of associates

Collaboration and cross-company?

Education

Bachelor’s Degree

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Note: Fidelity will not provide immigration sponsorship for this position.

The Role

It's said that the key to a successful sales strategy is to sell yourself, sell your company, and sell your product. As a 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 one of the key leaders 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 are an integral figure in running branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance. You will work alongside the VP, Branch Leader in charge of the branch in building and leading strategies to develop your associates and their business. Your leadership and decisions will have significant impact on branch success, market growth and profitability.

The Expertise and Skills You Bring

• Bachelor’s Degree highly preferred
• 5+ years in financial sales role
• 3+ years of financial services management is helpful
• Active Series 9/10, 7, and 66 licenses required, CFP highly preferred
• 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

The Team

Our mission is to drive business opportunities by building a strong sales and service team that will embrace the company brand and cultivate revenue while ensuring high levels of customer happiness. Our branches offer a full range of investment products and services to individual mutual fund and brokerage customers – including personal, needs-based investment guidance, wealth management, retirement planning, income strategies, and college planning services. The team provides vital product and service offerings maintained through sophisticated technology; all delivered via a world-class investment platform.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Series 07 - FINRA, Series 09 - FINRA, Series 10 - FINRA, Series 66 - FINRA

Category:

Sales

Please be advised that Fidelity’s 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, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.