Associate Relationship Manager
Fisher Investments, Plano, TX, United States
This job is with Fisher Investments, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.
The Opportunity:
As an Institutional Sales Associate Relationship Manager, you will be an important asset to Fisher Investments Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organizations, financial institutions, defined contribution service providers, and multi-employer plans). You will partner with our Senior Sales Relationship Managers to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the worlds largest pensions, foundations, endowments, and corporations.
The Day-to-Day:
Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firms business development resources and orchestrate the institutional sales process within an assigned territory
Ensure accurate information about prospect personnel, decision-making processes, and search activity is regularly updated in the firms proprietary systems
Cold call, establish relationships, and conduct formal presentations to articulately convey the firms investment philosophy and strategies to prospects and their investment consultants
Lead market expansion efforts within our US territory, providing prospects with an introduction to FI and ensuring regulatory adherence
Your Qualifications:
At least 2 years of experience, and a demonstrated track record of success, selling investment management to institutions or high net worth individuals
Ability to set, monitor, and accomplish goals
Experience addressing complex challenges managing a broad opportunity set
Willingness to travel approximately 50% or more of the time
Solid investment knowledge; ideally previous institutional investment experience
Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
Ability to read, analyze, and interpret general business periodicals, professional journals
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. Its the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER
The Opportunity:
As an Institutional Sales Associate Relationship Manager, you will be an important asset to Fisher Investments Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organizations, financial institutions, defined contribution service providers, and multi-employer plans). You will partner with our Senior Sales Relationship Managers to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the worlds largest pensions, foundations, endowments, and corporations.
The Day-to-Day:
Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firms business development resources and orchestrate the institutional sales process within an assigned territory
Ensure accurate information about prospect personnel, decision-making processes, and search activity is regularly updated in the firms proprietary systems
Cold call, establish relationships, and conduct formal presentations to articulately convey the firms investment philosophy and strategies to prospects and their investment consultants
Lead market expansion efforts within our US territory, providing prospects with an introduction to FI and ensuring regulatory adherence
Your Qualifications:
At least 2 years of experience, and a demonstrated track record of success, selling investment management to institutions or high net worth individuals
Ability to set, monitor, and accomplish goals
Experience addressing complex challenges managing a broad opportunity set
Willingness to travel approximately 50% or more of the time
Solid investment knowledge; ideally previous institutional investment experience
Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
Ability to read, analyze, and interpret general business periodicals, professional journals
Why Fisher Investments:
We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. Its the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like:
100% paid medical, dental and vision premiums for you and your qualifying dependents
A 50% 401(k) match, up to the IRS maximum
20 days of PTO, plus 10 paid holidays
Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care
This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change.
FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER