Director, Margin

Primary Responsibilities

• Apply margin expertise to identify solutions that improve our products
• Analyze data and develop data-visualizations and reporting
• Manage product backlogs and work with minimum-viable-product definitions
• Use SQL and reporting tools such as business objects or Tableau to pull ad-hoc data and create reports
• Develop automation that improves customer service, reduces risk and reduces costs. This involves working in cooperation with technology groups that support our business while writing business requirements, creating visual designs, verifying accuracy and transitioning automation to users.
• Establish and maintain strong relationships with various business and technology partners
• Collaborate with systems partners to create use cases and test scripts
• Design, supervise and execute user acceptance testing of margin projects and production validation.
• Drive program planning, including identification, definition and prioritization of deliverables
• Work closely with the business and subsystem owners to define and formalize project scope and requirements
• Establish resource plans and work collaboratively with technology partners to deliver solutions and participate in production validation of system installs.
• Develop and implement quality solutions, communications and training materials that meet or exceed business needs

Education and Experience

• College Degree preferred or equivalent work experience
• 10+ years of margin experience or product management experience

Skills and Knowledge

• Series 4, 7, 63 preferred
• Knowledge of Regulation T, FINRA Rule 4210 and Rule 15c3-3
• Knowledge of multi-leg options strategies
• Knowledge of Microsoft Office applications and Visual Basic
• Background in analyzing data and developing data visualizations and reporting
• Proficient using SQL, Oracle and Snowflake
• Prior experience with reporting tools such as business objects or Tableau is a plus
• High level of proficiency with Access, Excel and pivot tables.
• Experience managing product backlogs and working with minimum viable product definitions

The base salary range for this position is $85,000-$144,000 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.

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.

Certifications:

Company Overview

Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.

Join Us

At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.

Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.