Director role supporting Prime, Custody and Family Office clients at Fidelity Capital Markets. Responsible for trading across asset classes with a focus on client experience and operational coordination.
Responsibilities
Part of a dynamic team supporting Prime, Custody and Family Office clients
Emphasis on trading and related activities across all asset classes including equities, ETFs, options, and fixed income products
Close coordination with other trading desks, risk, compliance, and operations
Serve as the primary contact for family offices, RIA’s and Prime clients on trading and operational matters
Maintain strong relationships with internal trading desks, risk teams, and external market participants
Oversee daily trade-related support including order inquiries, execution status, trade adjustments, position breaks, and settlement issues
Analyze client activity, margin usage, and risk exposures
Requirements
Series 7, 57, and 63 licenses required
Bachelor’s degree in Finance, Accounting, or Economics
5 years of financial industry experience
Brokerage or trading experience strongly preferred
Proven ability to communicate effectively at all organizational levels
Collaborative, team-oriented, and proactive
Highly self-motivated with strong work ethics
Ability to balance and prioritize multiple tasks under tight deadlines
Benefits
comprehensive health care coverage and emotional well-being support
market-leading retirement
generous paid time off and parental leave
charitable giving employee match program
educational assistance including student loan repayment, tuition reimbursement, and learning resources
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