Manager, Beacon Sales Support

Fidelity Investments

• $80K — $153K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's Degree required
  • Series 7 and 63 preferred (must be passed within six months if not already registered)
  • 3-5 years of brokerage experience, particularly in Fixed Income trading or back-office operations
  • Strong multitasking skills in a high-paced trading environment
  • Excellent communication skills for both phone and electronic interactions
  • Proactive, analytical mindset with a collaborative attitude
  • Comfortable and proficient with technology

Responsibilities

  • Advocate for Fidelity Capital Markets clients with Bond Beacon Product and Technology teams
  • Serve as the main contact for clients on trade issues, cancellations, corrections, and order status
  • Source street inventory and execute fixed income trades for clients, ensuring compliance checks align with needs
  • Educate clients on Bond Beacon's features and trading capabilities
  • Identify areas for improvement in the Bond Beacon platform based on client feedback
  • Work closely with FCM Trading & Operations and ECN counterparties for optimal client support
  • Provide ongoing support in a fast-paced team environment

Benefits

  • Comprehensive health care coverage
  • Emotional well-being support
  • Market-leading retirement plan
  • Generous paid time off and parental leave
  • Charitable giving employee match program
  • Educational assistance including student loan repayment and tuition reimbursement
  • Access to learning resources for career development
Full Job Description
Job Description:

NOTE: Fidelity will not provide sponsorship for this position.

The Role

Bond Beacon is Fidelity's award-winning proprietary Fixed Income trading platform. As a Support Associate on Fidelity Capital Market's Fixed Income Sales team, you will support Custody and Clearing clients' use of Bond Beacon. You will act as a Bond Beacon subject matter expert resolving trade issues and identifying areas for improvement.

  • Advocating for FCM clients in conjunction with Bond Beacon Product and Technology teams to identify and develop improvements to the trading platform.
  • Act as FCM customer's main point of contact for facilitating cancels, corrections, trade breaks and order status with Bond Beacon contra parties
  • Source street inventory based on client need and execute fixed income trades on their behalf, assuring that appropriate compliance checks and reporting configuration aligns with client's needs.
  • Familiarize clients with the features, functions, and trading capabilities of Bond Beacon


The Expertise and Skills You Bring
  • Bachelor's Degree required
  • Series 7 and 63 preferred (if not currently registered, such exams must be successfully passed within six months of hire)
  • 3-5 years of brokerage industry experience, preferably in Fixed Income trading or back-office operations
  • A demonstrated ability to multi-task and assist multiple distribution channels in a fast-paced trading floor environment
  • Capacity for effective client communication - phone and electronic
  • A proactive and analytical mindset, working collaboratively with sales team and clients.
  • Comfort and proficiency with technology


The Team

The Bond Beacon Client Support group collaborates with the Beacon Product team, FCM Trading & Operations & ECN counterparties to support client use of the Bond Beacon platform, providing trading and organizational support in a fast-paced team-oriented environment.

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 $80,000-$153,000 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.

Certifications:

Category:

Trading

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