Fidelity Investments Inc.
Overview
Job Title:
Execution Services Team Lead Location:
Boston Working Hours – Local Times Boston: 8:30 am – 5:00 pm (Shift rotation for every 4th weekend work) The Purpose of Your Role
Fidelity Digital Asset Services ℠ is an exciting new business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to Fidelity clients and prospects. The Execution Services Operations team is responsible for identifying and resolving trade breaks, proactively monitoring order flow, identifying, and escalating trade discrepancies, resolving trading and exchange-related disputes, and providing key external client support. To be effective, you will work closely with Custody Operations, Technology Support, Relationship Managers and Client Service Managers to ensure understanding of client trading and operational needs as well and drive overall satisfaction. With your knowledge and commitment, you will become a collaborative and resourceful member of the team, sharing best practices and driving successful results. Responsibilities
Identify and resolve trade breaks; proactively monitor order flow; identify and escalate trade discrepancies; resolve trading and exchange-related disputes; provide key external client support. Collaborate with Custody Operations, Technology Support, Relationship Managers and Client Service Managers to understand client trading and operational needs and drive satisfaction. Work as a collaborative and resourceful team member, sharing best practices and driving successful results. Qualifications
Bachelor's Degree preferred 5+ years of trade & post-trade execution support and knowledge of trading and industry practices/tools In-depth knowledge of front-to-back trade lifecycle Daily workflow management experience in setting shifts and ensuring work is completed within SLA Strong attention to detail and experience in reviewing others’ work Experience in a procedure and controls operational environment with familiarity with audit processes Strong process management and decision-making skills Prior experience leading key projects or initiatives Experience supporting testing in UAT & Production environments Deep knowledge of Retail & Institutional clients, accounts (e.g. hedge funds) Understanding and demonstration of quantitative and analytical skills and experience with associated platforms Relationship-building skills across teams, business units, and national peers Proficient in PC software applications (Microsoft Office: Access, Excel, Word, PowerPoint) Cryptocurrency knowledge an advantage The Skills You Bring
Excellent interpersonal, verbal, and written communication skills Ability to work well on global teams and in fast-paced, cross-collaborative environments Ability to think analytically and deliver solutions to complex challenges and recognize when escalation is required Ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions Passion for thought leadership in innovation and promotion of change amongst the group Success in navigating and thriving in a dynamic, growing new business Understanding of risk inherent to Institutional trade execution The Value You Deliver
At Fidelity, collaboration isn’t just about working together, but also about improving lives together. Our success as a firm is due to the personal responsibility and pride that our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. Included in the value that you’ll deliver are: Coaching and developing a team of associates to deliver an outstanding experience to our clients Prioritizing and handling critical issues/exceptions that are received from clients/business Participating in various projects and operational improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedures Driving high satisfaction, quality, and efficiency for both the client and FDAS Delivering superior results quickly and efficiently, utilizing effective time management skills Driving innovation through curiosity and comprehensive understanding of business processes and challenges Note: Fidelity is not providing immigration sponsorship for this position Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete 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. Certifications
Category:
Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.
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Job Title:
Execution Services Team Lead Location:
Boston Working Hours – Local Times Boston: 8:30 am – 5:00 pm (Shift rotation for every 4th weekend work) The Purpose of Your Role
Fidelity Digital Asset Services ℠ is an exciting new business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to Fidelity clients and prospects. The Execution Services Operations team is responsible for identifying and resolving trade breaks, proactively monitoring order flow, identifying, and escalating trade discrepancies, resolving trading and exchange-related disputes, and providing key external client support. To be effective, you will work closely with Custody Operations, Technology Support, Relationship Managers and Client Service Managers to ensure understanding of client trading and operational needs as well and drive overall satisfaction. With your knowledge and commitment, you will become a collaborative and resourceful member of the team, sharing best practices and driving successful results. Responsibilities
Identify and resolve trade breaks; proactively monitor order flow; identify and escalate trade discrepancies; resolve trading and exchange-related disputes; provide key external client support. Collaborate with Custody Operations, Technology Support, Relationship Managers and Client Service Managers to understand client trading and operational needs and drive satisfaction. Work as a collaborative and resourceful team member, sharing best practices and driving successful results. Qualifications
Bachelor's Degree preferred 5+ years of trade & post-trade execution support and knowledge of trading and industry practices/tools In-depth knowledge of front-to-back trade lifecycle Daily workflow management experience in setting shifts and ensuring work is completed within SLA Strong attention to detail and experience in reviewing others’ work Experience in a procedure and controls operational environment with familiarity with audit processes Strong process management and decision-making skills Prior experience leading key projects or initiatives Experience supporting testing in UAT & Production environments Deep knowledge of Retail & Institutional clients, accounts (e.g. hedge funds) Understanding and demonstration of quantitative and analytical skills and experience with associated platforms Relationship-building skills across teams, business units, and national peers Proficient in PC software applications (Microsoft Office: Access, Excel, Word, PowerPoint) Cryptocurrency knowledge an advantage The Skills You Bring
Excellent interpersonal, verbal, and written communication skills Ability to work well on global teams and in fast-paced, cross-collaborative environments Ability to think analytically and deliver solutions to complex challenges and recognize when escalation is required Ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions Passion for thought leadership in innovation and promotion of change amongst the group Success in navigating and thriving in a dynamic, growing new business Understanding of risk inherent to Institutional trade execution The Value You Deliver
At Fidelity, collaboration isn’t just about working together, but also about improving lives together. Our success as a firm is due to the personal responsibility and pride that our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. Included in the value that you’ll deliver are: Coaching and developing a team of associates to deliver an outstanding experience to our clients Prioritizing and handling critical issues/exceptions that are received from clients/business Participating in various projects and operational improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedures Driving high satisfaction, quality, and efficiency for both the client and FDAS Delivering superior results quickly and efficiently, utilizing effective time management skills Driving innovation through curiosity and comprehensive understanding of business processes and challenges Note: Fidelity is not providing immigration sponsorship for this position Company Overview
At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete 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. Certifications
Category:
Investment Operations Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. 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.
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