Manager, Prime Trading

Support Prime, Custody and Family Office clients as well as the Fidelity Capital Markets organization. The role requires a heavy emphasis on trading and related activities across all asset classes including equities, ETFs, options, and fixed income products. This role requires close coordination with other trading desks, risk, compliance, and operations. A high degree of accuracy, market awareness, communication skills, and a commitment to delivering a superior client trading experience are essential.

Responsibilities

Support Prime, Custody and Family Office clients as well as the Fidelity Capital Markets organization; Serve as the primary point of contact for family offices, RIA's and Prime clients on trading and operational matters across all asset classes; Maintain strong, trusted 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; Monitor, track, and coordinate resolution of margin calls driven by market activity across multiple products; Communicate risk events, low-cash conditions, or collateral shortfalls proactively to clients and internal risk teams

Requirements

Series 7, 57, and 63 licenses required, or willingness to test for them within 90 days of hire; Bachelor’s degree in Finance, Accounting, or Economics; 4-7+ years of financial industry experience; 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

Nice to have

Brokerage or trading experience strongly preferred

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 to develop your career; Bonus or other variable compensation