Associate Relationship Manager (PLANO)

The Opportunity:

A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible. 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. xevrcyc This program is subject to change.

FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER