Solutions Engineer, PB Optimize
Solutions Engineer, PB Optimize
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Job Description
Job Description:
The Role
As a Solutions Engineer at PB Optimize you will play a pivotal role in executing product distribution and go-to-market strategies that support Fidelitys Prime Sales initiatives. This position is essential in establishing PB Optimize as a core component of the Prime Services value proposition. You will work closely with both internal stakeholders and external clients to align resources with high-impact opportunities and to differentiate PB Optimize in a competitive technology landscape.
In this role you will serve as a subject matter expert on the market landscape and competitive positioning of PB Optimize. You will support the sales process by independently leading product demonstrations and presentations while also contributing to the product roadmap by identifying priorities that enhance competitiveness and address client needs.
The Expertise and Skills You Bring
- Bachelors degree with 3 years of relevant experience
- Proven track record in distributing financial technology solutions to sophisticated buy-side clients
- High energy adaptability and responsiveness to evolving business and client needs
- Exceptional interpersonal skills with the ability to build strong internal and external relationships
- Strong technical acumen particularly with client-facing platforms and protocols
The Team
PB Optimize is a portfolio finance treasury and analytics technology platform designed primarily for hedge fund managers. Launched in 2012 it currently serves approximately 280 clients. The PB Optimize team is a high-performing cross-functional group that thrives at the intersection of client experience product development and strategic consulting. We collaborate closely to deliver innovative solutions ensuring exceptional outcomes for clients while driving continuous product evolution and excellence.
Certifications:
Category:
Capital Markets ProductFidelitys hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days M-F) in a Fidelity office.
Please be advised that Fidelitys 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.
Employment Type
Full-Time
