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Director, PB Optimize Product

Fidelity


Job Location:

Boston, MA - USA

Monthly Salary: $ 100000 - 185000
Posted: 6 June 2026 (30+ days ago)
Application Deadline: 3 September 2026
Vacancies: 1 Vacancy
The job posting is outdated and position may be filled

Job Summary

Job Description:

The Role

This role willresidewithin the PB OptimizeProduct Management Product Manager will support the PB Optimize platform with a primary focus onsolutioningmargin replication collateral analytics and stress-based financing workflows. The role blends product ownership analytical depth and client facing responsibilities. It requires the ability to collaborate with Riskteams Technology Sales and Account Management while engaging sophisticated hedge fund clients. This candidate will help drive the evolution of PB Optimize by delivering key product enhancementsandcontributing to thought leadership in financing afast pacedand challengingcompetitive environmentwhile supporting ateam-orientedculture.

*PB Optimize is aportfolio finance / treasury technology solutionoffered primarily to hedge fundclients of Fidelity Prime Services.It initially launched in 2012 and currently services200clients.

  • Support the design and enhancement of margin replication capabilities that align withPB Optimize strategic initiatives

  • Contribute to collateral management workflows and ensureaccurate transparent margin and exposure outputsfor clients

  • Monitor and analyze market trends and movements.This involvesobservingmarket trends and estimating the significance they will have onplatform andclient portfolios.

  • Respond to changing market conditions by conducting ad-hoc exposure analyses across thehedge fund industry often at the request of senior management and/or business partners.

  • Partner withSMEsto ensure the platform reflects real world risk practices and control expectations

  • Translate business and client requirements into clear product specifications and user stories.

  • Support roadmap planning and participate in delivery cycles with Technology teams.

  • Conduct testing andvalidatereleases to ensure improved accuracy performance and usability.

  • Participate in client meetings and discussions including in person sessions with hedge funds that use PB Optimize for financing and risk workflows.

  • Gather client feedback andidentifyneeds that guide enhancements and new features.

  • Assistin presenting product capabilities and explaining risk concepts to sophisticated users.

The Expertise and Skills You Bring

  • Bachelorsor equivalent with8 years of experience orMasterswith 3 years of experience

  • Prime Brokerageindustry knowledge coupledfamiliaritywith hedge fund trading strategies financing mechanics and portfolio risk drivers.

  • CFA or progress towards CFA preferred

  • Experience with Agile developmentmethodologypreferred

  • Strong technical background particularly with consumer-facing platforms and protocols.

  • Familiarity with user-interface and information architecture principles.

  • Strong business and data analysis skills.

  • High-energy performer withabilityto be responsive toshiftingbusiness and customer needs.

  • Self-driven and able to manage multiple initiatives end to end in afast pacedsetting

  • Excellent interpersonal skills with the ability to createstrong teaminternaland customer relationships.

  • Excellent productmanagement and tracking skills.

  • Strong written and verbal communication skills.

  • Strong presentation skillsa plus.

  • Experience with internet platforms distributed applicationsandprotocolsa plus.

  • Experience with Prime Brokerageand securities financetechnologiesa plus.

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. Fidelity Capital Markets 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.

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 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:

Category:
Capital Markets Product

Required Experience:

Director


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