Execution Services Team Lead at Fidelity Investments

Job Description:

The Purpose of Your Role

Fidelity Digital Asset Services is an exciting 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 FDA team, sharing best practices and driving successful results.

The Expertise we’re looking for

• Bachelor's Degree preferred
• 5+ years of trade & post trade execution support & 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 and demonstration of working within a procedure and controls operational environment – familiar with audit process
• Strong process management & decision-making skills
• Prior experience in taking the lead on key projects or initiatives
• Experience in supporting testing in UAT & Production environments
• Understanding and demonstration of quantitative & analytical skills and experience with associated platforms
• Relationship building skills across teams, business units, and national peers
• Proficient skills in various PC software applications to include Microsoft, Access, Excel, Word, Power point
• Cryptocurrency knowledge an advantage

The Skills You Bring

• Your excellent interpersonal, verbal, and written communication skills
• Your ability to work well on global teams and in fast-paced, cross-collaborative environments
• Your ability to think analytically and deliver solutions to complex challenges and recognize when escalation is required
• Your ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions
• Your passion for thought leadership in innovation & promotion of change amongst the group
• Your success in navigating and thriving in a dynamic, growing new business
• Your 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 FDA
• Delivering superior results quickly and efficiently, utilizing effective time management skills
• Driving innovation through curiosity and comprehensive understanding of business processes and challenges

Working Hours – Local Times

Boston: 8:30am – 5pm (Shift rotation for every 4th weekend work)

How Your Work Impactsthe Organization

Fidelity Digital Assets is an emerging business unit, dedicated to serving existing customers as well as a growing new customer base within the Fidelity enterprise. This role represents an exciting opportunity to help develop crypto trading capabilities within FDA and help bring the vision for the future to life.

Interviews will begin the week of January 6th

Certifications:

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.