Sr Manager, Product Management - Equity & Options

Fidelity Investments   •  

Smithfield, RI

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 55 days ago

This job is no longer available.

As a member of the Core Brokerage Products team in Fidelity Institutional Investment and Technology Solutions (FIITS), you will contribute your product management expertise in support of our Equities & Options trading tools and capabilities. Your work will ensure a strong offering to our clients: the registered investment advisors, correspondent broker-dealers, family offices, and other financial intermediaries who rely on Fidelity for clearing and custody solutions.

The ExpertiseWe’re Looking For

  • Bachelors or equivalent with 5+ years of experience, or Masters with 3+ years of experience at a financial services firm or service provider to the industry.
  • Knowledgeable in investments, with an understanding of how options (including complex strategies), are used for risk management and income generation.
  • Ideal candidate brings an understanding of institutional equities/options trading workflows in a clearing/custody environment.
  • Strong understanding of the registered investment advisor or broker/dealer marketplace is a plus
  • Series 7 & 63 required (pass within 90 days).

The Purpose of Your Role You will perform product management activities supporting the suite of equities and options tools and capabilities that our professional clients use in managing their customer portfolios. In this role you’ll interact directly with our clients, as well as with others inside and outside Fidelity including suppliers, technology, client/relationship management, legal/risk/compliance, operations, and service teams. You will drive new initiatives and help shape strategy in order to help Fidelity meet the needs of our clients in a changing competitive and regulatory environment. The SkillsYou Bring

  • You bring a focus on meeting the needs of clients, coupled with an ownership mentality.
  • You have strong communication, presentation, and product management skills.
  • You have strong analytical and problem-solving skills.
  • You are able to manage multiple priorities, meet deadlines, and deliver business results.
  • You are comfortable operating effectively in a dynamic and changing environment (often with unstructured and/or virtual teams).
  • You enjoy collaborating with business partners and coworkers to achieve a goal.

The ValueYou Deliver

  • Driving new product initiatives aligned to equities and options product strategy.
  • Contributing to the development and communication of product-line strategy.
  • Leading functional requirements gathering and authoring documents/presentations to build out commercially compelling business cases.
  • Supporting business partner inquiries on our products and handling client escalations
  • Being a key subject matter expert on our equities and options trading capabilities for our clearing, custody, and family office businesses.
  • Staying abreast of the competitive landscape for our services and relevant industry developments
  • Managing supplier relationships and supplier performance; monitoring supplier contracts
  • Understanding and articulating our product’s value proposition to clients, prospects, and internal partners

How Your Work Impacts the Organization Fidelity Institutional offers clearing, custody, investment products, brokerage and trading services to a wide range of financial intermediary firms. More than 13,000 financial advisory firms rely on Fidelity Institutional's innovative technology and deep expertise to help more than 8 million accounts make some of the most complex, important decisions of their lives. Fidelity Institutional's goal is to help clients thrive by supporting the growth of their businesses, enhancing their operational efficiency, and delivering insights that help to drive confidence, clarity, and results.