Account Manager

Fidelity Investments • Boston, MA

10d • $80,000 - $120,000

About The Position

The Account Manager develops and supports relationships with hedge fund and institutional clients across Fidelity Prime Services. Working with the team and senior business partners, this role helps deliver portfolio financing, securities lending, brokerage, custody, and treasury solutions and serves as a trusted client partner. The position offers exposure to institutional markets and the prime brokerage ecosystem, with opportunities to build expertise and a foundation for a career in relationship management, portfolio finance, and institutional markets.

The Account Manager analyzes client portfolios, financing activity, and business trends to identify opportunities and improve client outcomes; coordinates with clients and internal teams to address financing, trading, operational, and service matters; and contributes to client reviews, business analyses, and strategic initiatives. The role also involves participating in client meetings, developing knowledge of Fidelity’s capabilities, and maintaining awareness of market, industry, and regulatory developments.

Prime Services partners with hedge funds and institutional investors, providing financing, securities lending, treasury, custody, and brokerage solutions. Fidelity is transitioning toward a full-time onsite working model through a phased rollout, and onsite requirements currently vary by role and location. Fidelity will not provide immigration sponsorship for this position.

Requirements

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• 3–5 years of experience in financial services or capital markets.
• Strong analytical and problem-solving abilities.
• Series 7 and Series 63 licenses, or the ability to obtain them within a designated timeframe.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong organizational skills and attention to detail.
• Proven ability to collaborate across teams and build professional relationships.
• Excellent written and verbal communication skills.
• Knowledge of hedge funds, capital markets, and institutional investing.
• Understanding of securities settlement, custody, and brokerage accounting.
• Client-facing experience within a financial services environment.

Nice To Haves

• Experience in prime brokerage, securities lending, treasury, custody, operations, or institutional sales.
• Intellectual curiosity and a strong interest in financial markets.
• A client-first mindset and commitment to delivering results.
• Ownership, accountability, and sound judgment.
• A proactive and collaborative approach to problem solving.

Responsibilities

• Develop and support client relationships within Fidelity Prime Services.
• Analyze client portfolios, financing activity, and business trends to identify opportunities, deepen engagement, and improve client outcomes.
• Partner with clients and internal stakeholders to address financing, trading, operational, and service-related matters.
• Coordinate across securities lending, treasury, trading, operations, technology, legal, risk, and compliance teams to deliver solutions.
• Contribute to client reviews, business analyses, and strategic initiatives.
• Develop a strong understanding of Fidelity's financing, custody, and brokerage capabilities.
• Participate in client meetings and support the delivery of value-added solutions.
• Maintain awareness of market developments, industry trends, and regulatory considerations.

Benefits

• Comprehensive health care coverage and emotional well-being support.
• Market-leading retirement benefits.
• Generous paid time off and parental leave.
• Charitable giving employee match program.
• Educational assistance, including student loan repayment, tuition reimbursement, and learning resources.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level