Director, Fixed Income Strategy

Job Description:

Director, Fixed Income Strategy

The Role

This is a new position, reporting to the VP of Fixed Income Strategy and working alongside two other Directors of Fixed Income Strategy in Fidelity's Brokerage Product and Offerings organization. One of the Director's primary responsibilities upon joining will be in the development and curation of a defined set of bond cusips for their display on Fidelity.com and in ensuring their successful trading working with partners in Brokerage Products Delivery and Fidelity Capital Markets. In addition, the Director will work with the team's Municipal Supervisory Principal (MSP) to gain an understanding of how Fidelity's bond offering is compiled and monitored on a daily basis. The Director is expected to become proficient in performing and documenting the required inventory and trade reviews with the MSP, and independently over time.

Note: Fidelity is not providing immigration sponsorship for this position

The Expertise and Skill You Bring

• The work will involve creating and maintaining a database that will distill the bond offerings from our wider list of bond offerings by integrating multiple data sources and reference libraries.
• Thorough developing an understanding of Fidelity's fixed income brokerage business, the Director will be able to fully contribute to the team's process of, competitor monitoring, idea-screening and evaluation, and in the prioritization of new product development proposals.
• You will have the opportunity to work with internal Distribution, Research, and Delivery partners as well as outside vendors.
• The range and scope of the work is broad, contributing at both an operational level with marketing and representative communications, and in contributing towards assessing future product development opportunities to grow our fixed income business.
• Experience and a strong interest in investing, and in fixed income markets in particular.
• Proficiency in data analysis, Excel or other database skills. Coding abilities a plus.
• A passion for product development and to create software products that will be valued by customer and outshine those of Fidelity's competitors.
• Strong presentation skills.
• A team player who enjoys a high degree of work autonomy while also being committed to becoming a reliable and accountable colleague.
• A bachelor's degree in economics, business, or STEM field. Advanced degrees a plus.
• Series 7, 63 required or commitment to acquire withing 3-4 months in role.

The Team

The Fixed Income Strategy team is responsible for ensuring the day to day operating capabilities of Fidelity's individual bond & CD brokerage offering, as well as setting the strategic direction for future product development. As such the team works closely with partners across Fidelity such as Brokerage Delivery, Brokerage Marketing, Fidelity Capital Markets, Procurement, as well as several Technology organizations across the Firm.

Certifications:

Series 07 - FINRA, Series 24 - FINRA, Series 63 - FINRA

Category:

Product Management
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.

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.

Client-provided location(s): North Smithfield, RI

Job ID: Fidelity-2121613

Employment Type: OTHER

Posted: 2026-01-06T18:51:08