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Active Trader Strategy Desk

Fidelity Investments

RemoteNY State Work From HomeSenior$79k – $153k/yr
Sign in to applyVerified 1h ago
Location
NY State Work From Home
Work model
Remote
Level
Senior
Salary
$79k – $153k/yr
Posted
Sep 4, 2026

About this role

Job Description

The Role   In this role, you will help our clients fully   leverage   Fidelity’s trading capabilities to develop and implement sophisticated trading strategies and provide insight and analytics into the markets. The ideal candidate will help Fidelity increase customer dedication and drive business development opportunities in the brokerage space. In this role, you will have the opportunity to:    Engage with customers via one-on-one appointments, lead virtual webinars, recorded sessions, and daily live market briefings   Ability to promote and educate clients on the value of all Fidelity’s Brokerage offerings including Fidelity Trader plus web, desktop, and mobile tools   Present and apply the Fidelity Brokerage Value Proposition to improve customer retention and   identify   business growth opportunities    Participate in and represent the company at live events including trade shows, trade talks, trader summits, podcasts, webinars, YouTube/Reddit, and similar venues.    Develop and maintain strong knowledge   of:   equity and option strategies, fundamental, analysis, technical analysis, current news and events impacting the markets, &Ability to promote and educate clients on the value of all Fidelity’s Brokerage offerings including Fidelity Trader plus web, desktop, and mobile tools   Position and   leverage   the Fidelity Brokerage Value Proposition to enhance customer retention and uncover business growth opportunities   Present and attend live events such as trade shows, trade talks, trader summits, podcasts, webinars, YouTube/Reddit, etc.   Develop and   maintain   strong knowledge   of:   equity and option strategies, fundamental analysis, technical analysis, recent   developments   and occurrences influencing the   markets   volatility   The Expertise and Skills You Bring    FINRA Series 7 and 63   required   5-10 years trading brokerage experience   required   College degree   required   CMT (Chartered Market Technician), CFA, or CFP preferred – (or begin working towards designation within 3 months of hire date)   Excellent interpersonal, written, communication, and presentation skills   Strong market knowledge with focus on equities, options, ETFs, technical and fundamental analysis, volatility, and market mechanics   Working knowledge of   option   greeks   Comfortable speaking in front of large audiences   Passion for helping clients become more informed traders and growing our brokerage business   Understanding of statistics, including profitability and standard deviation   Advanced organizational skills, strong time management, and ability to prioritize multiple workstreams   required     The Team   As a member of Fidelity’s Trading Strategy Desk team, you will be an integral part of a fast-paced, team-oriented environment that is focused on enhancing brokerage relationships with Fidelity’s traders. The Trading Strategy Desk team engages clients in deep trading strategy discussions that combine the principles of fundamental and technical analysis, position management, and advanced   option   strategies.    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. The base salary range for this position is $79,000-153,000 USD per year.   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

Listing verified 1h ago. Applications go through the company's official careers site.

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Active Trader Strategy Desk at Fidelity Investments, NY State Work From Home | Yoinka