Fidelity Investments · 1 day ago
Execution Services Team Lead
Salt Lake City, UT
Full-time
Hybrid
Senior Level
5+ years expFidelity Investments is focused on bringing emerging concepts to life in the digital asset arena. The Execution Services Team Lead will oversee trade execution operations, resolve trade discrepancies, and ensure client satisfaction by collaborating with various teams.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
No H1B
Responsibilities
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
Qualification
Required
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
Knowledge of trading technologies & API/FIX & other trading frameworks
Deep knowledge of 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
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
Preferred
Cryptocurrency knowledge an advantage
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
2026-01-08
2026-01-08
Company data provided by crunchbase