Active Trader Strategy Desk

Fidelity Investments•Smithfield, RI

2d•$79,000 - $153,000•Onsite

About The Position

In this role, you will help our clients fully leverage Fidelity’s trading capabilities to develop and implement sophisticated trading strategies and provide insight and analytics into the markets. The ideal candidate will help Fidelity increase customer dedication and drive business development opportunities in the brokerage space. As a member of Fidelity’s Trading Strategy Desk team, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing brokerage relationships with Fidelity’s traders. The Trading Strategy Desk team engages clients in deep trading strategy discussions that combine the principles of fundamental and technical analysis, position management, and advanced option strategies.

Requirements

FINRA Series 7 and 63 required
5-10 years trading brokerage experience required
College degree required
Excellent interpersonal, written, communication, and presentation skills
Strong market knowledge with focus on equities, options, ETFs, technical and fundamental analysis, volatility, and market mechanics
Working knowledge of option greeks
Comfortable speaking in front of large audiences
Passion for helping clients become more informed traders and growing our brokerage business
Understanding of statistics, including profitability and standard deviation
Advanced organizational skills, strong time management, and ability to prioritize multiple workstreams required

Nice To Haves

CMT (Chartered Market Technician), CFA, or CFP preferred – (or begin working towards designation within 3 months of hire date)

Responsibilities

Engage with customers via one-on-one appointments, lead virtual webinars, recorded sessions, and daily live market briefings
Promote and educate clients on the value of all Fidelity’s Brokerage offerings including Fidelity Trader plus web, desktop, and mobile tools
Present and apply the Fidelity Brokerage Value Proposition to improve customer retention and identify business growth opportunities
Participate in and represent the company at live events including trade shows, trade talks, trader summits, podcasts, webinars, YouTube/Reddit, and similar venues.
Develop and maintain strong knowledge of: equity and option strategies, fundamental, analysis, technical analysis, current news and events impacting the markets
Present and attend live events such as trade shows, trade talks, trader summits, podcasts, webinars, YouTube/Reddit, etc.
Develop and maintain strong knowledge of: equity and option strategies, fundamental analysis, technical analysis, recent developments and occurrences influencing the markets volatility