Director, Prime Trading

Fidelity Investments•Boston, MA

1d•Hybrid

About The Position

This individual will work as part of a team that spans support across Levered SMA, FOS, Pro Trader and Prime businesses (henceforth known as Fidelity’s Prime Services). Fidelity’s 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.

Requirements

Series 7, 63, licensed
Bachelor’s 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

Nice To Haves

Series 57 - FINRA

Responsibilities

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.