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Compliance Advisor

AT Fidelity Investments
Fidelity Investments

Compliance Advisor

Boston, MA

Job Description:

Compliance Advisor: Ethics Office, Trade Monitoring

The Ethics Office works closely with business, compliance, and legal partners to ensure ongoing regulatory compliance and protection of Fidelity's brand and reputation. We are passionate about the associate experience and committed to providing sound and consistent guidance that effectively mitigates conflicts of interest.

A critical component of the Ethics Office is the Personal Trade Monitoring Team. As a key member of this team, you will assist with the development and application of policies and procedures related to employee personal trading in digital assets, while also supporting the team's monitoring of employees' securities trading for compliance with Fidelity's Code of Ethics for Personal Investing. You will work closely with multiple business partners and apply sound judgement while answering questions related to Fidelity's rules about owning and trading securities or digital assets for personal benefit.

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The Expertise and Skills You Have

  • BA/BS degree required.
  • Minimum 5 years of financial services experience (compliance, trade operations, or investment support experience preferred).
  • Solid understanding and interest in the digital asset sector; including cryptocurrency trading, regulatory framework, and new product offerings.
  • Ability to understand complex issues, particularly with respect to digital assets, and provide clear and concise explanations in written and verbal communications.
  • Strong interpersonal skills to effectively collaborate with various departments to cultivate a culture of compliance.
  • Ability to establish priorities, work independently, and follow through on assignments with minimal supervision within a fast-paced and challenging environment.

The Value You Deliver

  • Assist in the development of policies, procedures, and eventual monitoring of employee personal trading in digital assets.
  • Execute day-to-day operations related to the monitoring and oversight of employee trading for compliance with Fidelity's Code of Ethics for Personal Investing.
  • Support the development, implementation, and maintenance of comprehensive compliance policies and procedures that align with both regulatory obligations and organizational objectives.
  • Educate and assist employees with their understanding of Fidelity's personal trading policies, particularly new policies related to digital assets.
  • Apply sound judgment to recognize issues, assess risks, and identify items requiring escalation.
  • Improve the associate experience while maintaining a strong culture of compliance.

Certifications:

Category:

Compliance
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Client-provided location(s): Boston, MA, USA; Smithfield, RI, USA
Job ID: Fidelity-2107123
Employment Type: Other

Perks and Benefits

  • Health and Wellness

    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
    • FSA
    • HSA
    • HSA With Employer Contribution
    • Fitness Subsidies
    • On-Site Gym
    • Pet Insurance
    • Mental Health Benefits
    • Virtual Fitness Classes
  • Parental Benefits

    • Birth Parent or Maternity Leave
    • Non-Birth Parent or Paternity Leave
    • Fertility Benefits
    • Adoption Assistance Program
    • Family Support Resources
    • Adoption Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
    • Hybrid Work Opportunities
  • Office Life and Perks

    • Commuter Benefits Program
    • Casual Dress
    • Snacks
    • Company Outings
    • On-Site Cafeteria
    • Holiday Events
  • Vacation and Time Off

    • Paid Vacation
    • Paid Holidays
    • Personal/Sick Days
    • Leave of Absence
  • Financial and Retirement

    • 401(K)
    • 401(K) With Company Matching
    • Company Equity
    • Performance Bonus
    • Relocation Assistance
    • Financial Counseling
    • Profit Sharing
  • Professional Development

    • Tuition Reimbursement
    • Promote From Within
    • Mentor Program
    • Shadowing Opportunities
    • Access to Online Courses
    • Lunch and Learns
    • Internship Program
    • Work Visa Sponsorship
    • Leadership Training Program
    • Associate or Rotational Training Program

Company Videos

Hear directly from employees about what it is like to work at Fidelity Investments.