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Senior Associate, Order Flow Management

AT Fidelity Investments
Fidelity Investments

Senior Associate, Order Flow Management

Boston, MA

Job Description:

The Role

Are you interested in having a say in how hundreds of millions of shares are executed every day in the markets while representing the interests of retail investors? The Order Flow Management role is an opportunity to influence how and where trading occurs, and to aid customers in getting the best possible executions for their orders! In this role, you will help develop the technology and routing strategies used to execute Fidelity customer order flow, support Fidelity's channel trading capabilities and customer offerings, and work closely with internal business partners across product, technology, operations and other teams to continuously improve upon capabilities.

  • Leverage product development approach, methods and tools to evolve the Order Flow Management team's capabilities across order routing, analytics and client support
  • Take a data-driven approach to understanding customer, business and regulatory needs, translate strategic objectives into action, and prioritize across competing initiatives
  • Serve as a day-to-day contact with exchanges and broker-dealers associated with the routing and analytics of Fidelity's order flow

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The Expertise and Skills You Bring

  • Bachelor's degree required
  • Series 7 & 63, or ability to acquire within 6 months
  • Series 24, or ability to acquire Series 24 within 1 year
  • Interest in and understanding of US equities & options markets
  • Standout colleague with a positive attitude and forward-thinking approach in delivering effective, innovative trading solutions
  • Strong verbal and written communication skills with the ability to translate and present complex technical problems to a wide audience
  • Strong organizational, time management, and prioritization skills with the ability to manage multiple complex projects simultaneously
  • Ability to conduct detailed data analysis with the keen ability to assimilate new information, draw conclusions and drive business outcomes
  • Ability to liaise with multiple internal departments (legal, risk, compliance, operations, technology, business partners) to build solutions for our customers
  • Proven ability to operate in the gray space, comfort with making trade-offs and getting the organization behind the decisions
  • Self-starter who embraces pace over perfection and enjoys working in a fast-paced, demanding environment
  • Ability to develop relationships with external market participants, including broker-dealers and exchanges, and develop an understanding of the trading ecosystem and competitive landscape to help drive Fidelity's positioning

The Team

The Order Flow Management team (OFM) is responsible for the routing and execution quality of equity and options orders for Fidelity's retail customers. The OFM Associate is a key contributor in deciding where and how customers' orders are executed, and ensuring customers receive the best possible executions when they trade! In addition, the associate works with Fidelity channel partners to respond to customer order handling inquiries and represents the firm with market centers. In doing so, the associate improves our customer's experience, delivers meaningful savings to our clients, assists in creating a competitive trading advantage and protects the firm's reputation.

Certifications:

Series 07 - FINRA, Series 55 - FINRA, Series 63 - FINRA

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.

Client-provided location(s): Boston, MA, USA
Job ID: Fidelity-2105341
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.