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Sr. Associate, Agency Lending Relationship Manager - Overnight

Fidelity

Fidelity

Customer Service
Boston, MA, USA · New York, NY, USA
USD 90k-155k / year
Posted on Apr 17, 2025
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Job Description:

The Role

The Relationship Management role is responsible for supporting Fidelity Agency Lending’s clients and helping drive the growth of Fidelity’s Agency Lending business! The primary functions of this position are to act as a contact for clients and support sales effort as it relates to marketing and on boarding new clients.

This position will be focused specifically on the international clients with the expectation of working non-standard hours: Mon-Fri, 2 AM -12:30 PM EST.

  • Thoughtful and proactive leader in the on-going management, compliance and daily oversight of client programs
  • Act as primary contact for clients on day-to-day activity, providing timely, accurate, and efficient responses
  • Thoughtful preparation and production of high-quality presentation materials including the sourcing of information from internal and external sources
  • Participate in, in person client meetings and presentations providing program and market insights, performance explanations, regulatory information, and other industry color
  • Understand all contractual obligations for assigned clients and ensure program is operating within those parameters
  • Aid in defining the future state of the business through product development and program enhancements
  • Leverage the breadth of Fidelity Investments and cultivate reciprocal and cross selling business opportunities

The shift requirements for this role will be Mon-Fri, 2 AM -12:30 PM EST. Please note this may be subject to change.

The Expertise and Skills You Bring

  • Bachelor’s degree required, MBA or CFA a plus
  • 4+ years of experience in relationship management at an Agent Lender
  • FINRA Brokerage licenses 7 & 63 (if not currently registered, such exams must be passed within six months of hire)
  • Detailed knowledge of the equity, fixed income, and economic policy, and how they interact with securities lending
  • Strong understanding of the securities lending industry, and the associated operational processes
  • Success in a strategic relationship management environment servicing asset managers and other helpful owners
  • Experience leading production targets from a tactical and strategic perspective
  • Strong communication and presentation skills, both written and verbal
  • Excellent interpersonal skills with the ability to create strong partnerships with stakeholders across matrixed organizations
  • Outstanding ability to leverage competitive strengths in building client relationships demonstrating proficiency and strategic thought
  • Exhibit a professional, helpful, proactive demeanor in addition to a strong work ethic. Working independently, as well as part of a team
  • Strong project management skills
  • Strong organizational skills and ability to quickly and effectively balance multiple priorities and assignments
  • Detail oriented with proven track record to see open issues to resolution
  • Experience on boarding new clients, and providing standard and ad hoc reporting
  • Strong Excel and PowerPoint skills, some coding experience a plus

The Team

The Relationship Management role will be an integral part of the growth and expansion of Fidelity Agency Lending! The team is part of the Securities Finance Division within Fidelity Capital Markets. Our mission is to provide our clients with outstanding client service and help with alpha generation by maximizing the value of the securities in their portfolios while minimizing operational and credit risk.

Note: Fidelity will not provide immigration sponsorship for this position

The base salary range for this position is $90,000 - $155,000 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 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.

Fidelity’s hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite every other week (all business days, M-F) in a Fidelity office.

Certifications:

Category:

Capital Markets Securities Finance

Company overview

At Fidelity, we are passionate about making our financial expertise broadly accessible and effective in helping people live the lives they want! We are a privately held company that places a high degree of value in creating and nurturing a work environment that attracts the best talent and reflects our commitment to our associates. We are proud of our diverse and inclusive workplace where we respect and value our associates for their unique perspectives and experiences. For information about working at Fidelity, visit FidelityCareers.com. Fidelity Investments is an equal opportunity employer. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to complete the application or interview process.

If you would like to request an accommodation, please contact us at:

accommodations@fmr.com

Apply

Join us

At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.

Fidelity's working model blends the best of working offsite with maximizing time together in person to meet associate and business needs. Currently, most hybrid roles require associates to work onsite all business days of one assigned week per four-week period (beginning in September 2024, the requirement will be two full assigned weeks).

We invite you to Find Your Fidelity at fidelitycareers.com.

Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.

Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com, or by calling 800-835-5099, prompt 2, option 3.

At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.

Benefits
Learning & development
Culture

Benefits that adapt to everything life sends your way

401(k) with company match

Medical, dental, vision and prescription drug coverage

16-week maternity leave & 12-week parental leave

Student loan assistance

Fidelity is invested in you

Committed to Professional Development

At Fidelity, we are constantly adapting to the changing needs of our customers, new technologies, and better ways of working. And we empower our employees to do the same, with an emphasis on developing skills and connections that will help propel you forward in your career while being able to make an impact for Fidelity’s customers around the world.

We offer a wide range of options for professional development including online, in-person, and mentor driven solutions. Special interest and networking groups are also part of our culture of empowerment, personal and professional enrichment, diversity and inclusion, and knowledge sharing.

Continuing Education & Training

  • Assess, build, and align your development plan through resources like our skill-building classroom and online courses.
  • Video-based training for technology, leadership, management & more.
  • Ongoing skills development and coaching opportunities.
  • Paid training with a facilitator who is dedicated to your onboarding and will track and evaluate your progress, giving you strategies to improve.
  • A range of talent development programs to support career mobility.

Mentoring

  • Utilize the skills of experienced leaders to enrich your career.
  • Dedicated mentors to help you grow into new areas of Fidelity’s business as you develop new skills.
  • An open atmosphere of knowledge sharing and collaboration.
  • Opportunities to pay it forward, sharing the knowledge you develop and as you help others define how they want their career to take shape.

Our Commitment to Diversity and Inclusion

"Fidelity believes in, and is committed to, fair and equitable treatment for every associate and customer, and to creating a safe and respectful environment, in which everyone is treated with kindness, compassion and respect." Abby Johnson | Chairman and CEO Fidelity Investments

At Fidelity, we are committed to building an enduring culture of inclusion and belonging that will attract, develop and retain a diverse workforce.

Fidelity’s ten affinity groups are self-organized groups of employees with common interests in areas such as race, ethnicity, gender or sexual orientation, or who share similar interests based on similar sets of experiences.

These Employee Resource Groups and Special Interest Groups are models of inclusion for Fidelity. They’re also a powerful form of engagement and development and can provide a pathway to visible leadership roles. Our affinity groups make a large contribution on the business, helping to ensure our products and services are delivered in a welcoming and equitable environment.

  • Over 22K employees participate in an affinity group.
  • Over 1,400 affinity group members volunteered for Fidelity Cares in 2020.
  • 74% increase in affinity group memberships over the last three years.

Giving Back to Our Communities

Throughout Fidelity, you’ll find a genuine commitment to social responsibility – where we strive to make an impact for customers, while also making an impact on the world.

Fidelity Cares

  • Provides associates with opportunities to actively volunteer and share their talents.
  • Hosts numerous company-wide volunteer events (in-person and virtual).
  • Partners with nonprofit organizations to support our local communities.
  • More than 12,000 associates donate time annually – from interns to SVPs.
  • Impact includes refurbishing schools, donating books and supplies, and teaching financial literacy.

Fidelity Charitable®

  • Created to make it easy for people to support charitable organizations they care about.
  • Helped deliver $7.3 billion in donor-recommended grants to charity in 2019.
  • Supported more than 300,000 unique charities around the world.
  • Since its inception, more than $42 billion has been given to public charities.

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