Description

Job Description:

The Role:

This individual will work as part of a team that spans support across Levered SMA, FOS, Pro Trader and Prime businesses (henceforth known as Fidelity's Prime Services). Fidelity's Prime Services client base and product offerings continue to expand. This role is Pro Trader focused and will require you to establish yourself as a Pro Trader point person across the Fidelity Enterprise as well as with asset a growing client base of Retail long/short investors. Pro Trader is a professional trading platform focused on sophisticated retail traders and smaller institutions (hedge funds / family offices).

The role requires coordination with external clients and various internal teams including legal, risk, compliance, operations, product management, service, relationship management, and senior management, both within and outside of Fidelity Capital Markets. Attention to detail, communication skills and a dedication to client excellence are required for this role to drive value for both Fidelity Capital Markets and our clients as we manage the growth and development of the Pro Trader and the growing Trader platform.

The Expertise and Skills You Bring:

• Series 7, 63, licensed
• Bachelor's degree - Finance, Accounting, and Economics
• 7-10+ years financial industry experience
• Brokerage Experience
• Ability to communicate and interact effectively across the organization at all levels.
• Collaborative and team-oriented
• Self-Motivated and Diligent
• Ability to balance and prioritize multiple responsibilities under tight deadlines
• Establish yourself as a Pro Trader point person across the Fidelity Enterprise as well as with Fidelity Retail, Fidelity Capital Markets, RIAs and Business partners.
• Provide education and support to internal counterparts, Managers and clients on all Pro Trader related matters.
• Build and maintain strong working relationships with key stakeholders including business partners and senior leaders across Fidelity and external parties.
• Serve as a primary daily coverage contact for clients, triaging the team inbox, responding to client inquiries and escalating time-sensitive requests appropriately.
• Lead support for new clients, assisting clients with Trading, navigating Trader and collecting feedback to improve the development of the platform.
• Monitor and coordinate resolution of margin calls, collateral requirements and working with clients and internal teams to ensure timely and compliant action.
• Identification of potential risk and operational opportunities across the platform.
• Build relationships with new and existing trading focused clients, collect feedback and identify opportunities to bring in outside assets.

The Team

Fidelity Capital Markets is the institutional trading arm of Fidelity Investments, providing trading products and services to a wide array of clients, including buy-side institutions and hedge funds, as well as to Fidelity's own businesses. FCM offers a suite of electronic brokerage products and execution services across multiple asset classes including equities, fixed income, options, and forex, as well as prime brokerage, securities lending, and municipal and bank issued brokered CD underwriting. Our product coverage includes Equity Block Sales/Trading, Program/Electronic Trading, SAM Trading, International Equity Trading, Prime Brokerage, Soft Dollars, and New Accounts.

Note: Fidelity will not provide immigration sponsorship for this position.
The base salary range for this position is $103,000-211,000 USD 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.

We offer 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. Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.

Certifications:
Series 07 - FINRA, Series 57 - FINRA, Series 63 - FINRA

Category:

Investment Operations



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