The Role
You are a people‑focused leader ready to take the next step in management. This role is an exciting opportunity for someone who enjoys coaching, influencing outcomes, and leading others through change. You will guide and support a team of 10–15 associates, helping them deliver strong results while growing their skills and confidence.
In this role, you’ll create an environment where associates feel supported, encouraged, and empowered to do their best work. You’ll coach key behaviors, foster collaboration, and help the team adapt in a fast‑moving business. You’ll also play a meaningful role in shaping customer experience and driving improvements through process optimization and technology partnerships.
This position offers hands‑on leadership experience within Alternative Investments—one of the fastest‑growing and most in‑demand areas in the financial services industry. If you have a strong foundation in brokerage operations and want to expand your impact, build leadership capability, and learn a complex asset class that is highly valued across the market, this role offers a compelling career path.
The Expertise and Skills You Bring
4+ years of experience in brokerage operations
2+ years of team lead or people‑management experience preferred
Interest in learning or growing expertise in Alternative Investments (experience is a plus)
College degree or equivalent work experience
Series 7 or 99 license (or ability to obtain within 90 days of hire)
Strong problem‑solving skills with the ability to think creatively and drive solutions
Clear, effective communication skills and the ability to influence others
Flexibility and adaptability in a changing business environment
Ability to build relationships and collaborate across teams
Desire to coach, develop, and support others in their professional growth
The Team
The Trading team supports the purchase and sale of complex Alternative Investment products, including hedge funds, non‑publicly traded REITs, funds of funds, private investment funds, and other asset classes. The team partners closely with client, product sponsors and internal stakeholders to research transactions, resolve complex issues, and ensure accurate, timely outcomes.
As a leader on this team, you’ll manage associates who support over $100B in customer assets and operate in a space where expertise is in high demand across the industry. Alternative Investments are complex and evolving, and this role provides hands‑on exposure to specialized operations, process improvement, and opportunities to introduce automation and drive better client outcomes.
This is a strong opportunity to grow as a people leader while building valuable experience in one of the most dynamic areas of financial services.
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.