Account Manager

Fidelity • Boston, MA

8d

About The Position

Fidelity is seeking an Account Manager to develop and support relationships with hedge fund and institutional clients across Fidelity Prime Services. The role works with the team and senior business partners to deliver portfolio financing, securities lending, brokerage, custody, and treasury solutions while acting as a trusted client partner. It offers exposure to institutional markets and the opportunity to build comprehensive knowledge of the prime brokerage ecosystem.

The Account Manager analyzes client portfolios, financing activity, and business trends to identify opportunities, strengthen engagement, and improve client outcomes. The role collaborates with clients and internal stakeholders on financing, trading, operational, and service-related matters, coordinating across multiple teams to deliver solutions. It also contributes to client reviews, business analyses, and strategic initiatives; participates in client meetings; and develops understanding of Fidelity’s financing, custody, and brokerage capabilities, market developments, industry trends, and regulatory considerations.

Prime Services partners with hedge funds and institutional investors, providing financing, securities lending, treasury, custody, and brokerage solutions. The position offers meaningful client exposure and a foundation for a career in relationship management, portfolio finance, and institutional markets. Fidelity will not provide immigration sponsorship for this position.

The base salary range is $80,000–$120,000 USD per year. Placement depends on responsibilities and scope, geographic location, relevant experience, and other factors. Depending on the position and eligibility requirements, compensation may also include a bonus or other variable compensation. The application window closes when the position is filled or unposted. Fidelity’s business is subject to laws and regulations that may restrict hiring or association with individuals with certain criminal histories.

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 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.
• Intellectual curiosity and strong interest in financial markets.
• Client-first mindset and commitment to delivering results.
• Ownership, accountability, and sound judgment.
• Ability to communicate effectively with clients and internal stakeholders.
• Proactive and collaborative approach to problem solving.

Nice To Haves

• Experience in prime brokerage, securities lending, treasury, custody, operations, or institutional sales.
• 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.

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 with 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 delivery of value-added solutions.
• Maintain awareness of market developments, industry trends, and regulatory considerations.

Benefits

• Comprehensive health care coverage
• Emotional well-being support
• Market-leading retirement benefits
• Generous paid time off
• Parental leave
• Charitable giving employee match program
• Educational assistance, including student loan repayment and tuition reimbursement
• Learning resources to develop your career
• Depending on position and eligibility, bonus or other variable compensation

What This Job Offers

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