Description review
Active Trader Strategy Desk
Fidelity Investments · United States · back to the listing
HR standards
61/100
needs work
Title ↔ description
41/100
poor
Reads as
Customer Success Manager
92% confident
What this role officially is
client relations manager — ESCO, the EU occupation classification
Client relations managers act as the middle person between a company and its customers. They ensure that the customers are satisfied by providing them with guidance and explanation on their accounts and services received by the company. They also have possible other tasks such as developing plans or delivering proposals.
Also known as: customer service executive, client service manager, client relationship manager, customer service representative, consumer relations manager, client manager
How others title the same work
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What the listing never says
- 19 bullet points. Long requirement lists deter qualified candidates, who read them as hard gates. Scope clarity
- No pay range published. Candidates cannot tell whether applying is worth their time. Pay transparency
The listing, marked up
Nothing in the wording of this listing tripped a check. The scores above still judge how complete and coherent it is.
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:
• 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 Fidelity’s Brokerage offerings including Fidelity Trader plus web, desktop, and mobile tools
• Present and apply the Fidelity Brokerage Value Proposition to improve customer retention andidentifybusiness 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 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
• Position andleveragethe 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 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
• 5-10 years trading brokerage experiencerequired
• College degreerequired
• 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 ofoptiongreeks
• 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 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 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 Fidelity’s 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:
Customer ServiceOriginally posted on Himalayas
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:
• 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 Fidelity’s Brokerage offerings including Fidelity Trader plus web, desktop, and mobile tools
• Present and apply the Fidelity Brokerage Value Proposition to improve customer retention andidentifybusiness 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 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
• Position andleveragethe 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 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
• 5-10 years trading brokerage experiencerequired
• College degreerequired
• 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 ofoptiongreeks
• 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 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 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 Fidelity’s 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:
Customer ServiceOriginally posted on Himalayas