Director, Prime Trading
Boston, NH - USA
Job Summary
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 Fidelitys Prime Services). Fidelitys 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
- Bachelors 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 Fidelitys 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: Fidelitywill not provide immigration sponsorship forthis position.
The base salary range for this position is $00 USD per year.Placement in the range will vary based on job responsibilities and scope geographic location candidates 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.
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.
Certifications:
Series 07 - FINRA Series 57 - FINRA Series 63 - FINRACategory:
Investment OperationsRequired Experience:
Director
About Company
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