Vice President, Branch Leader - Sarasota, FL

TalentAlly; Sarasota (FL); On-site; USD 90,000 - 150,000; Full time

Job summary

Fidelity is seeking a Branch Leader to head a local Investor Center, grow branch revenue, and enhance client experiences through strategic leadership.

You will recruit and mentor staff, manage operations and technology, and execute national initiatives at the branch level to drive profitability.

Strong finances, sales acumen, and licensing requirements apply; onsite work model is in effect across regions.

Qualifications

• Bachelor's Degree highly preferred.
• 5+ years in financial sales.
• 3+ years in financial services management.
• Active FINRA licenses: Series 9/10, 7, 66; CFP preferred.
• Brokerage and mutual fund knowledge and planning expertise.
• Experience hiring, mentoring, and developing new branch associates.

Responsibilities

• Lead a Fidelity branch team and drive performance.
• Recruit, mentor and coach branch associates.
• Oversee branch operations, lobby and back-office processes.
• Develop strategies to grow business and ensure client satisfaction.

Skills

Financial sales

Financial services management

Licenses Series 9/10/7/66

CFP preferred

Team leadership

Education

Bachelor's degree

Tools

Brokerage software

FINRA compliance tools

Job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

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 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.

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.