<span>Vice President, Branch Leader - Orange County Area</span>

Fidelity Investments • Mission Viejo, CA

389d • $115,000 - $200,000 • Onsite

About The Position

The Vice President, Branch Leader role at Fidelity Investments involves leading a branch team in the Orange County area, specifically in Mission Viejo and Irvine. The position focuses on driving business opportunities through employee development, collaboration, and customer engagement. The Branch Leader is responsible for building a strong sales and service team, cultivating revenue, and ensuring high levels of customer satisfaction while promoting the company brand.

Requirements

• At least five years of experience in a financial sales role.
• Three or more years of management experience in a financial services environment.
• Active Series 9/10, 7, and 66 licenses.

Nice To Haves

• Strong knowledge of brokerage and mutual funds.
• Passion for hiring and mentoring new associates.
• Ability to work collaboratively and improve productivity.
• Positive attitude and strong work ethic.

Responsibilities

• Lead and develop a sales and service team to drive business opportunities.
• Educate the local market to support national initiatives and grow local business.
• Conduct in-branch customer meetings and informative seminars.
• Utilize leads and organize client appreciation events.
• Mentor and coach branch associates to enhance their sales capabilities.
• Oversee branch infrastructure, including operational technology and quality assurance processes.
• Coordinate cross-company partnerships and regional corporate relationships.

Benefits

• Comprehensive health care coverage.
• Emotional well-being support.
• Market-leading retirement plans.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance including student loan repayment and tuition reimbursement.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees