Active Trader Strategy Desk

Job Description:

The Role

In this role, you will help our clients fullyleverageFidelity’s 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:

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Engage with customers via one-on-one appointments, lead virtual webinars, recorded sessions, and daily live market briefings

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Ability to promote and educate clients on the value of all Fidelity’s Brokerage offerings including Fidelity Trader plus web, desktop, and mobile tools

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Present and apply the Fidelity Brokerage Value Proposition to improve customer retention andidentifybusiness growth opportunities

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Participate in and represent the company at live events including trade shows, trade talks, trader summits, podcasts, webinars, YouTube/Reddit, and similar venues.

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Develop and maintain strong knowledgeof: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 Fidelity’s Brokerage offerings including Fidelity Trader plus web, desktop, and mobile tools

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Position andleveragethe Fidelity Brokerage Value Proposition to enhance customer retention and uncover business growth opportunities

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Present and attend live events such as trade shows, trade talks, trader summits, podcasts, webinars, YouTube/Reddit, etc.

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Develop andmaintainstrong knowledgeof:equity and option strategies, fundamental analysis, technical analysis, recentdevelopmentsand occurrences influencing themarketsvolatility

The Expertise and Skills You Bring

- FINRA Series 7 and 63required

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5-10 years trading brokerage experiencerequired

- College degreerequired

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CMT (Chartered Market Technician), CFA, or CFP preferred – (or begin working towards designation within 3 months of hire date)

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Excellent interpersonal, written, communication, and presentation skills

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Strong market knowledge with focus on equities, options, ETFs, technical and fundamental analysis, volatility, and market mechanics

- Working knowledge ofoptiongreeks

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Comfortable speaking in front of large audiences

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Passion for helping clients become more informed traders and growing our brokerage business

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Understanding of statistics, including profitability and standard deviation

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Advanced organizational skills, strong time management, and ability to prioritize multiple workstreamsrequired

The Team

As a member of Fidelity’s 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 Fidelity’s 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 advancedoptionstrategies.

Fidelity’s 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.
The base salary range for this position is $79,000-153,000 USD per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s 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