Director, Product Management - IWMS Platform and Technology
Job Description:
The Role
As a Platform Product Manager/Trading Consultant, you blend extensive Product & Project management experience with deep trading lifecycle expertise for individual securities and Fund products with a passion for creative problem solving. Applying knowledge of the full range of Fidelity IWMS trading integration capabilities, institutional client offerings, and execution services, you will be the Product lead for various offerings and provide trading workflow consulting and solution engineering to help clients and prospects identify and achieve the most efficient outcomes for their business. Visual thinkers with strong organizational skills are likely to thrive in this role.
You’ll bring – or quickly develop – expertise in the operational and regulatory considerations applicable to broker dealers and Investment Advisers trading through and away from their clearing broker/custodian. You will cultivate a strong internal network to draw in experts as needed in service of client objectives.
In this role you will meet, engage, and present to prospective and existing clients. Additionally, you’ll interact regularly with other teams in the Fidelity IWMS brokerage businesses, sales and relationship managers, and internal and external partners.
The Expertise and Skills You Bring
- Bachelor’s or equivalent with demonstrated ability at a financial services firm or service provider to the industry. Would typically expect +/- 10 years of experience. Brokerage experience required.
- Solid understanding of the registered investment advisor and/or broker-dealer marketplace.
- Deep knowledge and experience with securities transaction workflows from order entry through to clearance and settlement.
- In depth knowledge of various security types: equities, fixed income, options, mutual funds, structured products, etc.
- Experience engaging clients in onsite and offsite environments; comfortable and confident with senior level audiences.
- Adept in discovery conversations and navigating through ambiguity to identify underlying client business challenges.
- Skilled in balancing priorities of simultaneous projects, with strong time management and organizational skills.
- Strength in analytical and problem-solving skills.
- Strong written and oral communication skills with experience presenting to Senior Mgmt and C-Suite clientele.
- SIE & Series 7 licensing required within 90 days of hire.
The Team
As part of Fidelity IWMS, the Trading Solutions group develops and supports key offerings for our Clearing and Custody clients. As a member of the product team, you will contribute by applying your skills to deliver high quality solutions that benefit our clients and help them service their unique needs. You will play a substantial role in identifying key requirements, benefits, and end goals for our products. You will collaborate across the organization to produce solutions that are effective and line up with the firm’s strategic goals.
Note: This req is not considering candidates that require sponsorship.
The base salary range for this position is $110,000-$185,000 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.