VP, Branch Leader - Rochester, NY

About the role

The Expertise We’re Looking For
We ask that you have at least five years in financial sales role.
We believe that three or more years of management within a financial services environment is helpful.
We require an active Series 9/10, 7 and 66 licenses.

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.
• Build and lead strategies to develop your associates and their business.
• Function as a general manager for the branch, leading, recruiting, and working closely with branch employees.
• Develop sales capabilities through dedicated mentoring and coaching.
• Coordinate and support cross-company partnerships and regional corporate relationships that lead to business opportunities.
• Lead and make decisions that significantly impact branch success, market growth, and profitability.

Requirements

• All-encompassing brokerage and mutual fund knowledge and expertise in financial planning.
• A contagious enthusiasm for hiring, mentoring, and developing new branch associates.
• An inspired passion for working collaboratively, improving productivity, and implementing ideas.
• A positive attitude, empowering business professionalism, and strong work ethic with high level of integrity.

Qualifications

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

Skills

• A contagious enthusiasm for hiring, mentoring, and developing new branch associates.
• An inspired passion for working collaboratively, improving productivity, and implementing ideas.
• A positive attitude, empowering business professionalism, and strong work ethic with high level of integrity.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• A market-leading retirement plan.
• Moderate paid time off and parental leave.
• A charitable giving employee match program.
• An educational assistance program 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.