Fidelity Investments · 10 hours ago
VP, Branch Leader - Wall Street, NY
New York, NY
Full-time
Hybrid
Mid, Senior Level
$115K/yr - $170K/yr
5+ years expFidelity Investments is seeking a VP, Branch Leader to drive business opportunities by leading a strong sales and service team. This role focuses on employee development, mentoring, and building strategies to enhance branch success and customer satisfaction.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Building and leading strategies to develop associates and their business
Driving business opportunities by building a strong sales and service team
Educating the local market to drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation
Mentoring and coaching branch employees to develop sales capabilities
Coordinating and supporting cross-company partnerships and regional corporate relationships that lead to business opportunities
Qualification
Required
at least five years in financial sales role
three or more years of management within a financial services environment
active Series 9/10, 7 and 66 licenses
All-encompassing brokerage and mutual fund knowledge and expertise in financial planning
A contagious enthusiasm for hiring, mentoring and developing new branch associates
Inspired by a real passion for working collaboratively, improving productivity, and implementing ideas
Coordinating and supporting 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
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
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.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-16
2026-01-16
Company data provided by crunchbase