Fidelity Investments · 1 week ago
Exchange Services Consultant
Fidelity Investments is a privately held company focused on making financial expertise accessible. The Exchange Services Consultant will manage relationships with exchanges, provide insights on pricing and policy changes, and coordinate contract administration workflows while driving initiatives that improve processes and outcomes.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Identify exchange pricing and policy changes, providing actionable insights to guide decision-making
Manage relationships with exchanges, developing strong partnerships and effective communication
Assist with monthly exchange reporting and usage monitoring, ensuring transparency and accuracy
Coordinate contract administration workflows in collaboration with partner teams
Consult with business partners on new and changing use cases and provide guidance to ensure alignment with exchange policies and standards
Manage projects, driving initiatives that improve processes and outcomes
Qualification
Required
Bachelor's degree required
Minimum of 2 years of market data experience and/or financial services industry exposure
Strong problem-solving skills with proven track record in financial and data analysis
Outstanding verbal and written communication abilities, with strong interpersonal skills suited for a professional financial services environment
Diligent, self-motivated, and adaptable—able to thrive in a fast-paced, evolving environment
Passionate, curious, and eager to understand both customer needs and vendor requirements
Comfortable with ambiguity and change, with the ability to adjust quickly to shifting priorities or new information
Skilled in Microsoft Office applications, including Access, Excel, Word, and PowerPoint
Preferred
Basic understanding of financial data technology is a plus
Experience with SQL, Python, and Power BI is highly desirable and will help drive sophisticated analytics, automation, and data visualization initiatives
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.
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
Recent News
2026-01-16
2026-01-16
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