Execution Services Team Lead

Job Description:

Job Title: Execution Services Team Lead

Location: Boston

Working Hours – Local Times

Boston: 8:30 am – 5pm (Shift rotation for every 4th weekend work)

The Purpose of Your Role

Fidelity Digital Asset Services ℠ is an exciting new business unit that is focused on bringing emerging concepts to life in the digital asset arena and delivering those solutions to Fidelity clients and prospects. The Execution Services Operations team is responsible for identifying and resolving trade breaks, proactively monitoring order flow, identifying, and escalating trade discrepancies, resolving trading and exchange-related disputes, and providing key external client support. To be effective, you will work closely with Custody Operations, Technology Support, Relationship Managers and Client Service Managers to ensure understanding of client trading and operational needs as well and drive overall satisfaction. With your knowledge and commitment, you will become a collaborative and resourceful member of the team, sharing best practices and driving successful results.

The Expertise we’re looking for

• Bachelor's Degree preferred

• 5+ years of trade & post trade execution support & knowledge of trading and industry practices/tools

• In depth knowledge of front to back trade lifecycle

• Daily workflow management experience in setting shifts and ensuring work is completed within SLA

• Strong attention to detail and experience in reviewing others work

• Experience and demonstration of working within a procedure and controls operational environment – familiar with audit process

• Strong process management & decision-making skills

• Prior experience in taking the lead on key projects or initiatives

• Experience in supporting testing in UAT & Production environments

• Deep knowledge of Retail & Institutional clients, accounts (e.g. hedge funds)

• Understanding and demonstration of quantitative & analytical skills and experience with associated platforms

• Relationship building skills across teams, business units, and national peers

• Proficient skills in various PC software applications to include Microsoft, Access, Excel, Word, Power point

• Cryptocurrency knowledge an advantage

The Skills You Bring

• Your excellent interpersonal, verbal, and written communication skills

• Your ability to work well on global teams and in fast-paced, cross-collaborative environments

• Your ability to think analytically and deliver solutions to complex challenges and recognize when escalation is required

• Your ability to think ahead, anticipate questions, plan for contingencies, and find alternative solutions

• Your passion for thought leadership in innovation & promotion of change amongst the group

• Your success in navigating and thriving in a dynamic, growing new business

• Your understanding of risk inherent to Institutional trade execution

The Value You Deliver

At Fidelity, collaboration isn’t just about working together, but also about improving lives together. Our success as a firm is due to the personal responsibility and pride that our associates take in getting things just right, and the compassion that drives us to go the extra mile for our customers and each other. Included in the value that you’ll deliver are:

• Coaching and developing a team of associates to deliver an outstanding experience to our clients

• Prioritizing and handling critical issues/exceptions that are received from clients/ business

• Participating in various projects and operational improvement initiatives focused on improving the existing workflow, quality, efficiency and policy & procedures

• Driving high satisfaction, quality, and efficiency for both the client and FDAS

• Delivering superior results quickly and efficiently, utilizing effective time management skills

• Driving innovation through curiosity and comprehensive understanding of business processes and challenges

Note: Fidelity is not providing immigration sponsorship for this position

Company Overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts