Vice President, Branch Leader - Berkeley, CA jobs in United States
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Fidelity Investments · 22 hours ago

Vice President, Branch Leader - Berkeley, CA

positionBurlingame, CA
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$115K/yr - $170K/yr
date5+ years exp

Fidelity Investments is a privately held company focused on making financial expertise accessible to help people live the lives they want. As a Vice President, Branch Leader, you will lead a branch team to drive business opportunities, develop associates, and ensure customer satisfaction while managing the branch operations.

Asset ManagementFinanceFinancial ServicesRetirementWealth Management
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Growth Opportunities

Responsibilities

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
Educate the local market to drive national initiatives and grow local business through in-branch customer meetings, informative seminars, lead utilization, and client appreciation
Lead, recruit, and work closely with branch employees, taking team building seriously
Develop sales capabilities through dedicated mentoring and coaching
Run branch infrastructure, including lobby and operational technology, back office processing, and quality assurance processes
Build and lead strategies to develop associates and their business

Qualification

Financial sales experienceManagement in financial servicesSeries 7 licenseSeries 66 licenseSeries 9/10 licensesBrokerage knowledgeFinancial planning expertiseTeam buildingMentoringCollaborationPositive attitudeWork ethic

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

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Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
dateFounded in 1946
location
Boston, Massachusetts, USA
people-size10001+ employees
web-link
https://www.fidelity.com

Funding

Current Stage
Late Stage
Total Funding
$152.82M
Key Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M

Leadership Team

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Abigail Johnson
Chairman & CEO
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Jeanmarie Ward
Senior Vice President of Architecture
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Recent News

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Company data provided by crunchbase