OpeningsFirst
How it worksPricingLog in
OpeningsFirst › Jobs in the United States › Jobs in Westlake, Texas

Senior Representative, Brokerage Operations

Fidelity Investments · fidelity.com
WestlakeRemoteSenior2+ yrs
Apply on Fidelity Investments’s site

Share this job on LinkedIn · X

Straight from the company’s own careers site.

The job in short

Settling Federal Reserve brokerage trades and handling settlement exceptions.

Compliance

Details

Found
8 d ago · posted 2026-10-29
Location
Westlake, TX

Full description

Fidelity will not provide immigration sponsorship for this position. Job Description: The Role The Senior Representative, Brokerage Operations will be expected to deliver world class service to internal and external clients by settling their trade and transfer obligations timely and accurately while adhering to policies, procedures, and regulatory guidelines. • The associate will utilize internal as well as external systems and partner with various departments to settle FED related transactions. • Responsibilities will include reviewing and processing exceptions and other tasks associated with FED Settlements. The Expertise and Skills You Bring • College degree preferred • 2+ years of relevant settlement experience or 2+ years of brokerage operations experience required • Knowledge of FED settlement systems (Bank of New York BDC, JP Morgan, CITI Bank) • Understanding of industry regulations • Attention to details while being efficient and effective • Ability to communicate effectively with internal and external business partners • Highly motivated with the ability complete assigned tasks in a timely and accurate manner • Ability to work effectively in a team-oriented environment The Team The Operations and Services Group (OSG) provides superior customer service to Fidelity’s brokerage businesses through innovation, dedication, and commitment to excellence. With seven operating divisions located throughout the country, OSG provides securities execution, clearance, and information management services to retail, institutional, and correspondent clients. OSG manages tens of thousands of daily Federal Reserve settlement activities, including settling U.S. Treasuries, mortgage-backed securities, and other FED-eligible securities. OSG has a need for a Brokerage Operations Representative in FED Settlements. The FED Settlements team exists to ensure FED Settlements related transaction exceptions are resolved in a timely manner. Resolution of exceptions ensures transaction completion for our clients. Our stakeholders are our internal and external business partners, and, ultimately, Fidelity’s clients. 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. Certifications: Category: Brokerage Operations 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.

All Fidelity Investments jobs · Senior and manager-level jobs in Westlake, Texas · Senior roles at Fidelity Investments

Get jobs like this every morning

Jobs in India · Jobs in the US · Who’s hiring in India · Who’s hiring in the US · How OpeningsFirst works · Free jobs widget · Leadership jobs in India · Leadership jobs in the US · Senior jobs in India · Senior jobs in the US · Fresher jobs in India · Entry-level jobs in the US · Remote jobs in the US · Jobs paying $150k+ · Leadership hiring this week · Guides
OpeningsFirst · Use with AI · Terms · Privacy · Refunds · Contact · Follow us on LinkedIn · X