Vice President, Branch Leader Greater Boston, MA Area

The Company is seeking a Branch Leader to join their team. The successful candidate will be responsible for driving the branch's sales strategy, educating the local market, and growing the business through in-branch customer meetings, seminars, and client appreciation. This role requires a key leader who can drive branch performance through talent development, operational excellence, and strategic leadership. The Branch Leader will also be involved in managing branch infrastructure, including technology, back-office processing, and quality assurance, and will serve as the general manager, building and executing strategies that support associate development, business growth, and exceptional client experiences. Candidates for the Branch Leader position should have a Bachelor's degree, with a preference for a degree in a related field, and at least 5 years' experience in a financial sales role. A minimum of 3 years in financial services management is helpful, and active Series 9/10, 7, and 66 licenses are required, with a CFP being highly preferred. The ideal candidate will have a strong background in brokerage and mutual fund knowledge, as well as expertise in financial planning. They should be enthusiastic about hiring, mentoring, and developing new branch associates, and have a passion for working collaboratively to improve productivity. A positive attitude, strong work ethic, and high level of integrity are essential for this role.

Hiring Company

Fidelity Investments