Posted 10 days ago
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**Active Trader Strategy Desk** Lead customer trading strategy development; highly skilled with 5-10 years brokerage experience and FINRA Series 7 & 63 certifications. Key responsibilities include client engagement, strategy presentations, market analysis, and driving business growth opportunities. Required skills focus on equity and options strategies, fundamental & technical analysis, and strong communication abilities. Preference for CMT, CFA, or CFP designations. Collaborate in a fast-paced team, enhancing brokerage customer retention. Fidelity is transitioning to a full-time onsite working model.
- Compensation
- $79,000 – $153,000 USD
- City
- Not specified
- Country
- Not specified
Currency: $ (USD)
Full Job Description
Job Description:
The Role
In this role, you will help our clients fully leverage Fidelitys trading capabilities to develop and implement sophisticated trading strategies and provide insight and analytics into the markets. The ideal candidate will help Fidelity increase customer dedication and drive business development opportunities in the brokerage space. In this role, you will have the opportunity to:
Engage with customers via one-on-one appointments, lead virtual webinars, recorded sessions, and daily live market briefings
Ability to promote and educate clients on the value of all Fidelitys Brokerage offerings including Fidelity Trader plus web, desktop, and mobile tools
Present and apply the Fidelity Brokerage Value Proposition to improve customer retention and identify business growth opportunities
Participate in and represent the company at live events including trade shows, trade talks, trader summits, podcasts, webinars, YouTube/Reddit, and similar venues.
Develop and maintain strong knowledge of: equity and option strategies, fundamental, analysis, technical analysis, current news and events impacting the markets, &Ability to promote and educate clients on the value of all Fidelitys Brokerage offerings including Fidelity Trader plus web, desktop, and mobile tools
Position and leverage the Fidelity Brokerage Value Proposition to enhance customer retention and uncover business growth opportunities
Present and attend live events such as trade shows, trade talks, trader summits, podcasts, webinars, YouTube/Reddit, etc.
Develop and maintain strong knowledge of: equity and option strategies, fundamental analysis, technical analysis, recent developments and occurrences influencing the markets volatility
The Expertise and Skills You Bring
FINRA Series 7 and 63 required
5-10 years trading brokerage experience required
College degree required
CMT (Chartered Market Technician), CFA, or CFP preferred (or begin working towards designation within 3 months of hire date)
Excellent interpersonal, written, communication, and presentation skills
Strong market knowledge with focus on equities, options, ETFs, technical and fundamental analysis, volatility, and market mechanics
Working knowledge of option greeks
Comfortable speaking in front of large audiences
Passion for helping clients become more informed traders and growing our brokerage business
Understanding of statistics, including profitability and standard deviation
Advanced organizational skills, strong time management, and ability to prioritize multiple workstreams required
The Team
As a member of Fidelitys Trading Strategy Desk team, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing brokerage relationships with Fidelitys traders. The Trading Strategy Desk team engages clients in deep trading strategy discussions that combine the principles of fundamental and technical analysis, position management, and advanced option strategies.
Fidelitys Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidates 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.
Please be advised that Fidelitys 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.
Certifications:
Series 07 - FINRA, Series 63 - FINRACategory:
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Benefits that balance life and work
From our fully paid parent leave to our on-site health and wellness centers, our benefits support the belief that more balance you have, the better you can achieve your goals.
Company overview
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 experience.
Reasonable accommodations
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, or by calling 800-835-5099, prompt 2, option 3.
Equal opportunity employer
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.
Applicant screening
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 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.
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