JobMesh

Director, Prime Trading

Fidelity Investments · San Francisco, California, US

Job Description: The Role This individual will be part of a dynamic team supporting Prime, Custody and Family Office clients as well as the Fidelity Capital...

Job description

Job Description: The Role This individual will be part of a dynamic team supporting Prime, Custody and Family Office clients as well as the Fidelity Capital Markets organization. The role requires a heavy emphasis on trading and related activities across all asset classes including equities, ETFs, options, and fixed income products. This role requires close coordination with other trading desks, risk, compliance, and operations. A high degree of accuracy, market awareness, communication skills, and a commitment to delivering a superior client trading experience are essential. Client Coverage and Relationship Management: Serve as the primary point of contact for family offices, RIA’s and Prime clients on trading and operational matters across all asset classes including equities, ETFs, options, and fixed income. Maintain strong, trusted relationships with internal trading desks, risk teams, and external market participants. Trading Support and Daily Operations: Oversee daily trade‑related support including order inquiries, execution status, trade adjustments, position breaks, and settlement issues. - Demonstrated understanding of markets, trading, and liquidity characteristics acros...