Account Manager

Fidelity will not provide immigration sponsorship for this position.

Job Description:

NOTE: Fidelity will not be providing immigration sponsorship for this role.

The Role

We are seeking an Account Manager who will be responsible for developing and supporting relationships with hedge fund and institutional clients across Fidelity Prime Services. You will work closely with the team and senior business partners to deliver portfolio financing, securities lending, brokerage, custody, and treasury solutions while serving as a trusted partner to clients.

You will gain valuable exposure to institutional markets while developing comprehensive knowledge of the prime brokerage ecosystem. This role is well suited for individuals with strong analytical and critical-thinking skills, a talent for building relationships, and a passion for solving complex problems. Successful candidates are naturally curious, highly client-focused, and motivated to continuously learn and grow.

Your Responsibilities

• Develop and support client relationships within Fidelity Prime Services.
• Analyze client portfolios, financing activity, and business trends to identify opportunities, deepen client engagement, and improve client outcomes.
• Partner with clients and internal stakeholders to address financing, trading, operational, and service-related matters.
• Coordinate across securities lending, treasury, trading, operations, technology, legal, risk, and compliance teams to deliver solutions.
• Contribute to client reviews, business analyses, and strategic initiatives.
• Develop a strong understanding of Fidelity's financing, custody, and brokerage capabilities.
• Participate in client meetings and support the delivery of value-added solutions.
• Maintain awareness of market developments, industry trends, and regulatory considerations.

What Will Make You Successful

• Intellectual curiosity and a strong interest in financial markets.
• A client-first mindset and commitment to delivering results.
• Ownership, accountability, and sound judgment.
• The ability to communicate effectively with clients and internal stakeholders.
• A proactive and collaborative approach to problem solving.

The Expertise and Skills You Bring

• Bachelor's degree in Finance, Economics, Accounting, Business, or a related field.
• 3-5 years of experience in financial services or capital markets.
• Strong analytical and problem-solving abilities.
• Series 7 and Series 63 licenses, or the ability to obtain them within a designated timeframe.

• Experience in prime brokerage, securities lending, treasury, custody, operations, or institutional sales.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong organizational skills and attention to detail.
• Proven ability to collaborate across teams and build professional relationships.
• Excellent written and verbal communication skills.
• Knowledge of hedge funds, capital markets, and institutional investing.
• Understanding of securities settlement, custody, and brokerage accounting.
• Client-facing experience within a financial services environment.

The Team

Prime Services partners with hedge funds and institutional investors to provide a comprehensive suite of financing, securities lending, treasury, custody, and brokerage solutions. As a strategic partner, we leverage deep market expertise, innovative capabilities, and exceptional client service to help our clients achieve their investment objectives and navigate complex market environments.

As an Account Manager, you will gain meaningful client exposure, develop expertise across the prime brokerage ecosystem, and build a strong foundation for a career in relationship management, portfolio finance, and institutional markets.

Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.

Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.   

We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home.  These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.  Note, the application window closes when the position is filled or unposted.

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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