Corporate Actions - Agency Lending, Mid Level Management

The Role

Do you want to make a difference in our customers’ lives and be part of a highly collaborative, cross-functional team committed to improving the value of our services within Fidelity Brokerage Operations & Technology (FBOT)?

As a leader with our Corporate Actions Team, you will have operational oversight of all announcement and reconciliation processes associated with corporate actions and income payments for the Fidelity Agency Lending business. We need a strategic thinker capable of staying abreast of corporate actions industry related trends and changes.

The Expertise and Skills You Bring

• 5+ years of Brokerage Operations experience required.
• Demonstrated ability to lead, coach and mentor a team of associates to their full potential
• Operational experience supporting international processing required.
• Perform daily reconciliation of corporate action events with custodians and brokers, ensuring all data is correctly captured and discrepancies are resolved.
• Experience supporting international stock lending
• Act as an intermediary between banks and borrowers focusing on the importance of timely and accurate communication.
• Manage expiration date events (and relevant liabilities) along with reconciliation of new entitlements for a variety of regionally specific corporate actions.
• Event and instruction management in proprietary Fidelity applications.
• Accountable for key talent management processes including hiring, on boarding, goal setting, performance evaluations and other career development activities for a team.
• Excellent interpersonal skills with the ability to collaborate, empower and communicate effectively and assertively with internal and external stakeholders.
• Ability to adjust team/departmental priorities to support changing needs.
• Participation as a key stakeholder in prioritization of enhancements and new releases of core functional systems.
• Track record of end-to-end process improvement delivering tangible business results.
• Series 99 or 7 required or obtained within 90 days

The compensation listed in this job posting is not accurate and is an automated statement. We have a very robust package base, bonus and more for the right candidate. Please do not let compensation deter you from exploring this amazing opportunity!

Note: Fidelity will not provide immigration sponsorship for this position.

The Team

This dynamic team is a part of FBOT within the Operations & Services Group (OSG), Asset Servicing division. The OSG team is responsible for the accurate and timely announcement and processing of Domestic and International Corporate Action and Income events in a high energy and fast-paced team environment. The team is responsible for supporting the Agency Lending business.

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.

Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.