Business Transitions Case Manager
FINRA
Electronic Sales Trader
Fidelity Investments
full-time
Posted on:
Origin: • 🇺🇸 United States • Massachusetts, New York
Visit company websiteSalary
💰 $110,000 - $185,000 per year
Job Level
Mid-LevelSenior
About the role
- Partner with institutional clients to deliver execution consultation, grow relationships, and drive electronic trading revenue
- Leverage deep market knowledge and data-driven insights to help clients optimize workflows, achieve best execution, and unlock new opportunities
- Serve as a trusted advisor across automation, TCA, OMS integration, and market structure strategy
- Build, expand, and deepen client relationships with quants, head traders, and portfolio managers
- Deliver workflow strategies that improve performance and efficiency
- Drive revenue growth through high-quality execution service and tailored trading solutions
- Provide market and client feedback to enhance the Electronic Brokerage Services (EBS) platform
Requirements
- Bachelor’s degree required; graduate degree a plus
- 5+ years in equities electronic trading sales and/or coverage with a track record of revenue generation
- Expert knowledge of U.S. equity liquidity, ATSs, market microstructure, algorithms, and DMA trends
- FINRA Series 7 & 63 required; Series 55 preferred
- Certifications listed: Series 07 - FINRA, Series 57 - FINRA, Series 63 - FINRA
- Strong communication skills, collaborative mindset, and ability to operate independently in a fast-paced environment
- Note: Fidelity will not provide immigration sponsorship for this position.
