About the Role
This role requires a heavy emphasis on trading and related activities across all asset classes including equities, ETFs, options, and fixed income products. This role requires close coordination with other trading desks, risk, compliance, and operations. A high degree of accuracy, market awareness, communication skills, and a commitment to delivering a superior client trading experience are essential.
Responsibilities
- Serve as the primary point of contact for family offices, RIA’s and Prime clients on trading and operational matters across all asset classes including equities, ETFs, options, and fixed income.
- Maintain strong, trusted relationships with internal trading desks, risk teams, and external market participants.
- Oversee daily trade‑related support including order inquiries, execution status, trade adjustments, position breaks, and settlement issues.
- Ability to analyze client activity, margin usage, and risk exposures
- Monitor, track, and coordinate resolution of margin calls driven by market activity across multiple products.
- Communicate risk events, low-cash conditions, or collateral shortfalls proactively to clients and internal risk teams.
Requirements
- Series 7, 57, and 63 licenses required, or willingness to test for them within 90 days of hire
- Brokerage or trading experience strongly preferred
- Proven ability to communicate effectively at all organizational levels
- Collaborative, team‑oriented, and proactive
- Highly self‑motivated with strong work ethics
- Ability to balance and prioritize multiple tasks under tight deadlines
- Fidelity will not provide sponsorship for this position.
Skills
- Demonstrated understanding of markets, trading, and liquidity characteristics across equities, ETFs, options, and fixed income.
Location
- Onsite
Work Type
- Full-time
Experience Level
- 4-7+ years of financial industry experience
Education Level
- Bachelor’s degree in Finance, Accounting, or Economics
Salary/Compensations
- $74,000-141,000 USD per year
Benefits
- Comprehensive health care coverage and emotional well-being support
- Market-leading retirement
- Generous paid time off and parental leave
- Charitable giving employee match program
- Educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
About the Company
- 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 Fidelity’s own businesses. FCM 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.
Equal Opportunity
- Please be advised that Fidelity’s 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.
