Fidelity Investments · 1 month ago
Branch Leader - Framingham, MA
Framingham, MA
Full-time
Onsite
Senior Level
$105K/yr - $145K/yr
5+ years expFidelity Investments is seeking a Branch Leader to join their dynamic management team in Framingham, MA. The role involves leading a team of licensed associates, fostering their development, and ensuring excellent client service while upholding compliance and operational integrity.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Support the VP, Branch Leader in building a strong team who can deliver results while ensuring the highest levels of client satisfaction
Connect our people to our mission, applying timeless leadership principles to help every associate perform at, or above, their full potential
Build a culture of trust through compelling communication, collaboration and coaching
Uphold team commitments through supportive accountability, regular and individualized one-on-one conversations
Implement national initiatives and cultivate business through in-branch client contact, local marketing, educational seminars and client appreciation
Oversee operational activities, including supervision of local risk and compliance issues and client concerns
Qualification
Required
At least five years in financial services and planning
Three or more years of management within a financial services environment
Series 7 and 66 (or 63/65) are required
Obtain the Series 9/10 and Insurance licenses within 60 days of hire
Benefits
Comprehensive health care coverage and emotional well-being support
Market-leading retirement
Generous paid time off and parental leave
Charitable giving employee match program
Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-23
Livemint.com
2026-01-22
Company data provided by crunchbase