Fidelity TalentSource LLC
Fidelity TalentSource LLC | Director, Exchange Services NH | merrimack, nh
Fidelity TalentSource LLC, Merrimack, New Hampshire, United States,
Job Description:
The Role The Director of Exchange Services reports to the VP, Research and Market Data Services within Fidelity Fund and Investment Operations (FFIO). The role provides leadership to a team of associates and is a subject matter expert on the use of Exchange data across Fidelity. The Director partners with business units across the firm to mitigate risk and consults on solutions for Exchange data use cases. In addition, the team the Director leads is responsible for all Exchange reporting, audits, and budgets.
Leading, directing, and mentoring a team to achieve high-quality results.
Analyzing and interpreting exchange policies and making recommendations to ensure compliance
Identifying and prioritizing opportunities for automating and/or technological improvements
Providing strategic direction and prioritization \u00A0
Explaining and delivering specific recommendations on business use cases, policy adherence and products
Collaborating with cross-functional teams on the contract and negotiation process to effectively represent budgets and business requirements
Serving as a strong business communicator with senior leaders and business partners, both internal and external
Keeping up to date with policy changes, market developments, and trends
The Expertise and Skills You Bring
Bachelor s Degree
Experience: 8+ years in financial service, ideally with an asset management or brokerage firm or a market data vendor
Familiarity with exchange policies and obligations
Understanding of exchange reporting requirements and audit procedures
Understanding of both brokerage and asset management business
Strong project management and data analysis skills
Ability to work with all levels of management and make high impact decisions efficiently
Innovation mentality ability to identify and drive forward new ways to improve current processes
Excellent written and verbal communications skills and strong presentation capability
Proficiency in various PC software applications to include Microsoft, Access, Excel, Word, and PowerPoint
Certifications:
Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to
Find Your Fidelity
at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
The Role The Director of Exchange Services reports to the VP, Research and Market Data Services within Fidelity Fund and Investment Operations (FFIO). The role provides leadership to a team of associates and is a subject matter expert on the use of Exchange data across Fidelity. The Director partners with business units across the firm to mitigate risk and consults on solutions for Exchange data use cases. In addition, the team the Director leads is responsible for all Exchange reporting, audits, and budgets.
Leading, directing, and mentoring a team to achieve high-quality results.
Analyzing and interpreting exchange policies and making recommendations to ensure compliance
Identifying and prioritizing opportunities for automating and/or technological improvements
Providing strategic direction and prioritization \u00A0
Explaining and delivering specific recommendations on business use cases, policy adherence and products
Collaborating with cross-functional teams on the contract and negotiation process to effectively represent budgets and business requirements
Serving as a strong business communicator with senior leaders and business partners, both internal and external
Keeping up to date with policy changes, market developments, and trends
The Expertise and Skills You Bring
Bachelor s Degree
Experience: 8+ years in financial service, ideally with an asset management or brokerage firm or a market data vendor
Familiarity with exchange policies and obligations
Understanding of exchange reporting requirements and audit procedures
Understanding of both brokerage and asset management business
Strong project management and data analysis skills
Ability to work with all levels of management and make high impact decisions efficiently
Innovation mentality ability to identify and drive forward new ways to improve current processes
Excellent written and verbal communications skills and strong presentation capability
Proficiency in various PC software applications to include Microsoft, Access, Excel, Word, and PowerPoint
Certifications:
Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join Us At Fidelity, you ll find endless opportunities to build a meaningful career that positively impacts peoples lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don t need a finance background to succeed at Fidelity\u2014we offer a range of opportunities for learning so you can build the career you ve always imagined.
Fidelity s hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry . Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to
Find Your Fidelity
at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.