Vice President, Branch Leader - Orland Park, IL

About the role

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.

Responsibilities

• Educate the local market through in-branch customer meetings, informative seminars, lead utilization, and client appreciation
• Drive branch performance through talent development, operational excellence, and strategic leadership
• Recruit, mentor, and coach associates to strengthen team capabilities and foster a high-performing culture
• Run branch infrastructure, including lobby and operational technology, back-office processing, and quality assurance
• Work alongside the VP, Branch Leader to build and lead strategies to develop your associates and their business
• Make significant impact on branch success, market growth, and profitability through leadership and decisions

Requirements

• 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

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
• 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

Skills

• 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

Benefits

Fidelity offers a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Pay

The base salary range for this position is $96,000-$210,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors. Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.

Schedule

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.