Job Description:
The Role
Are you ready to take the next leap in your career? Have you been waiting for the chance to gain experience on strategic projects? Are you ready to grow your knowledge in advanced financial topics such as Order Entry, Settlements and Allocations? If you answered YES then you are the perfect candidate for Fidelity’s most exciting and dynamic roles as a Associate Analyst!
Our goal is to hire YOU, the curious and growth-minded individual, who is ready to immerse yourself in the complex world of Trading Services. Your mission: To learn, analyze problems and connect dots for business partners, customers, and your team. Your reward: To excel at providing award-winning service and problem solving every day for our customers. The environment will be customer focused, ambitious, and heavily team oriented. In addition to curiosity and growth, you have a desire to be innovative and strategic – these are must haves!
You will Analyze complex business needs that will involve a large scope of products, services, trends, data and advanced financial applications
You will Apply your advanced skills daily and work closely with leadership and colleagues to identify the most significant areas of opportunity for the business
You will Engage with business partners across the broader Fidelity enterprise as wells as external market makers and work to resolve the most complex issues facing our top customers
You will Envision and execute bold new strategies to improve the business through various initiatives and projects
You will Develop every day to prepare the business for the future, advancing your career through variety of stretch assignments and work
The Expertise and Skills You Bring
At least 3 years of financial industry or trade support experience required
A 2+ year commitment to become a subject matter expert is strongly preferred
College degree or equivalent work experience preferred
Ability to provide white glove service for our award-winning service organization and lean into complex situations for our top clients
Strong willingness to assists team members and develop a wide network across Fidelity’s adjacent business units, including – Clearing, Custody, Client Management, OSG and PI
Ability to coordinate projects and execute strategic work. Our core business goals are focused heavily on reducing inbound service volume, innovations to our digital training platform and growing our new Hybrid Work model
Experience using financial industry tools such as DTCC, Citi, Broadridge, FII, ICE, Thomson Reuters, Bloomberg, Wealthscape and FBSI are a plus
FINRA Licenses – Series 7, 9, 10, 24 and 99 are NOT required for the role, but can be held and supported by the business
The Team
As a member of the Client Experience Team, you will take on the role of a Brokerage Operations Rep. You will be given an overview course of the industry, and niche training to help you master brokerage operations. You will also get an exclusive peek behind the scenes of one of the most successful privately-owned companies in the world.
The base salary range for this position is $48,000-91,000 USD per year.Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
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.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Please consult with your recruiter for the specific expectations for this position.