The Expertise and Skills You Bring

• Bachelor's degree in Finance or related field
• 5+ years business experience within a large scale financial services environment
• Series 7 preferred
• Shown knowledge of the brokerage business, operations & accounting
• Deep understanding of margin and option strategies
• Excellent interpersonal, verbal and written communication skills
• Demonstrate strong investigative, technical, and analytical skills
• You are a proactive, driven leader with the ability to operate effectively from the conceptual stage through to a successful implementation
• You have a strong sense of accountability and ownership in your work
• You have strong analytical, influencing, and interpersonal relationship skills
• You demonstrate the ability to make timely, informed decisions that advance critical priorities, capitalize on new opportunities, and resolve problems
• You have excellent relationship and partnership skills to build networks across organizations
• You have the ability to effectively communicate sophisticated concepts to influence key decision-makers through a combination of knowledge, reasoning, and relationships
• You demonstrate expert analysis and decision-making skills to be deployed in your day-to-day responsibilities
• You have excellent presentation skills and the ability to communicate effectively up, down, and across the organization
• You are able to present complex information in a way that is easy for others to understand and articulate a point of view in a compelling and succinct manner

The Value You Deliver

• Analyzing and escalating of margin and cash accounts triggered by real-time trading, securities/money movement activities and market volatility to mitigate exposure
• Ensuring customer accounts maintain sufficient capital to withstand a wide range of probable and possible market conditions/events
• Interacting directly with all lines of business on account escalations
• Monitoring of Correspondent Proprietary trading and allocation accounts
• Being responsible for Correspondent Capital Markets trading activity "trade-away"
• Evaluating real-time exception requests across the Market Access program
• Ability to engage various risk groups and interested parties, and facilitate discussions and meetings of Market Risk policy
• Seeing opportunities to improve existing risk reporting and developing new key risk indicators

The base salary range for this position is $76,000-$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.

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 working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

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.