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VP, Branch Leader - Wall Street, NY

Fidelity Investments

Job Overview

Location

Nebraska, USA

Job Type

Full-time

Full Job Description

📋 Description

• Own and operate the Wall Street Investor Center as the VP, Branch Leader, acting as the general manager who sets the tone, culture, and performance trajectory for the entire location. You will be the face of Fidelity in one of the world’s most influential financial districts, translating national strategy into hyper-local execution.
• Build, inspire, and continuously develop a high-performing sales and service team—recruiting top talent, mentoring associates at every level, and creating individualized development plans that turn promising professionals into next-generation leaders. Your coaching directly drives revenue growth and client satisfaction.
• Drive business development by identifying and capitalizing on opportunities in the local market: hosting educational seminars, converting leads into loyal clients, deepening existing relationships, and expanding wallet share through comprehensive financial planning, brokerage, and mutual fund solutions.
• Serve as the chief strategist for the branch, setting ambitious yet achievable sales targets, monitoring KPIs, and adjusting tactics in real time. You will translate data into action, ensuring that every team member understands how their daily activities ladder up to branch and regional goals.
• Oversee flawless branch operations, including lobby experience, operational technology, back-office processing, and quality assurance. You will partner with risk, compliance, and corporate teams to maintain a pristine regulatory record while delivering friction-free client interactions.
• Cultivate cross-company partnerships and regional corporate relationships that open new revenue streams—working with retirement services, institutional divisions, and community organizations to position the branch as the go-to financial destination in lower Manhattan.
• Champion Fidelity’s brand and values in every interaction, ensuring that diversity, equity, and inclusion remain front and center. You will lead by example, fostering an environment where associates feel safe to innovate, share ideas, and deliver exceptional client experiences.
• Deliver measurable impact on market growth and profitability: your leadership decisions will directly influence P&L performance, client retention, and associate engagement scores, making you a pivotal figure in Fidelity’s broader success story.
• Leverage cutting-edge tools and market intelligence to stay ahead of industry trends, translating insights into actionable branch initiatives that keep the team agile and competitive in a rapidly evolving landscape.
• Model unwavering integrity and professionalism, setting ethical standards that resonate throughout the branch and reinforce Fidelity’s reputation as the most trusted name in financial services.

🎯 Requirements

• Active Series 7, 9, 10, and 66 FINRA licenses required
• Minimum five years of proven success in financial sales with documented revenue growth
• At least three years of management experience within a financial services environment
• Demonstrated expertise in brokerage, mutual funds, and comprehensive financial planning
• Bachelor’s degree (or equivalent experience) with strong analytical and strategic thinking skills

🏖️ Benefits

• Market-leading retirement plan with generous company contributions and immediate vesting
• Comprehensive health, dental, vision, and emotional-well-being coverage for you and your family
• Hybrid work schedule—onsite every other week at 165 Broadway plus flexibility to work remotely
• Annual bonus and variable compensation tied to personal, branch, and company performance
• Student loan repayment, tuition reimbursement, and extensive learning resources for ongoing career development

Skills & Technologies

Senior

Remote

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Fidelity Investments

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About Fidelity Investments

Fidelity Investments is a multinational financial services corporation offering asset management, brokerage, retirement planning, and wealth advisory services to individuals, institutions, and intermediaries worldwide. Founded in 1946, it operates through subsidiaries including FMR LLC, providing mutual funds, ETFs, trading platforms, and digital financial planning tools while serving over 40 million investors across North America, Europe, Asia, and Australia with discretionary and non-discretionary investment management solutions.

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