Finance

Sr. Paid Media Buyer

As a Sr. Paid Digital Media Buyer, you'll drive global growth through campaigns across Google Display & Demand Gen and native platforms. The primary platfroms will be Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain. Your expertise will directly fuel high-quality lead generation for our global sales team. The Opportunity: Reporting to the Digital Media Team Lead, this role is ideal for a data-driven digital media buyer who is comfortable managing large monthly budgets. You'll use data, testing, and audience insights to continuously improve results and uncover new opportunities to reach our target audience. The Day-to-Day: Fuel global lead generation by designing, managing and implementing digital media campaigns within digital ad platforms to meet and exceed our client acquisition and return on investment goals Develop and refine audience strategies using first and third-party data, including segmentation, retargeting, and lookalike modeling Perform in-depth data analysis to campaign performance metrics, identify trends and implement data-backed strategies to maximize ROAS Partner closely with Strategy and Planning, and our in-house creative agency to develop high impact ads, creative testing frameworks and messaging strategies Lead ongoing testing programs across audiences, creative, formats, and placements to unlock incremental performance gains Collaborate with platform partners (Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain) to stay ahead of best practices, identify test opportunities and maximize performance Your Qualifications: 3 years of hands-on paid digital media experience as a buyer/planner, digital media analyst, or account manager managing full funnel digital campaigns Deep experience managing and optimizing campaigns on ad platforms such as Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain, including audience strategy, creative testing, and budget management Analyze and interpret performance data using Excel (formulas, pivot tables). Experience applying web analytics tools (Google Analytics, Power BI, or similar) to inform optimization decisions 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. It's 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

  • Tampa, FL

  • no content

Financial Planning Counselor

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities. The Day-to-Day: You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients You will complete financial plans and other detailed analyses for existing clients Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns Report on feedback, trends and more to the Private Client Group Programs management You will host sessions for internal and external clients Your Qualifications: 5 years of experience within financial services You have in-depth knowledge of financial planning topics (CFP beneficial) You communicate with a wide array of audiences by phone and email Manage complexity and coordinate across several departments under strict timelines 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. It's 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

  • Saint Petersburg, FL

  • no content

Financial Planning Counselor

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities. The Day-to-Day: You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients You will complete financial plans and other detailed analyses for existing clients Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns Report on feedback, trends and more to the Private Client Group Programs management You will host sessions for internal and external clients Your Qualifications: 5 years of experience within financial services You have in-depth knowledge of financial planning topics (CFP beneficial) You communicate with a wide array of audiences by phone and email Manage complexity and coordinate across several departments under strict timelines 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. It's 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

  • Arlington, TX

  • no content

Institutional Client Operations Analyst

The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more! The Opportunity: The Client Operations Analyst works directly with our Asset Management Sales and Client Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. You will report to the Team Leader who will support your skill and career development. You will also act as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets. The Day-to-Day: Manage the onboarding of new institutional segregated and fund accounts primarily based in the Americas and Asia Pacific (APAC) regions Subject matter expert as it relates to international institutional funds and separately managed accounts Assist the Institutional Sales and Client Services Relationship Managers with complex client service requests Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations Coordinate with custodians to support institutional accounts, along with leading contract negotiation and revisions between clients and internal teams Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements Communicate detailed international institutional investor account information to senior members of the Company Aid the Institutional Client Operations Team Leader with the ongoing development of the team Your Qualifications: Bachelor's degree or equivalent combination of education/experience At least 4-5 years professional experience in the financial services industry; experience working with APAC clients is helpful Familiar with securities, financial markets and institutional account types Excellent communication skills and experience with customer/client service Project management experience, ability to adjust workload based on priority, and passion with process improvements Responsible, accountable, detail-oriented and internally motivated Compensation: $65,000 - $105,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance 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. It's 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

  • Salmon Creek, WA

  • no content

Institutional Client Operations Analyst

The Fisher Investments Institutional Group (FIIG) provides asset management to a diverse client base of investors, including corporate, pension funds, insurance and financial institutions, healthcare organizations, governments and more. The Institutional Group is a global team that works together to handle service and sales for institutional investors, internationally. Together, we serve clientele across multiple subsidiary businesses, over 30 countries, and several investment strategies, currencies, languages, time zones, and more! The Opportunity: The Client Operations Analyst works directly with our Asset Management Sales and Client Service Relationship Managers, international institutional clients and consultants, international custodians, and various internal groups to on-board and maintain accounts for international institutional investors. You will report to the Team Leader who will support your skill and career development. You will also act as a project manager to improve current processes, along with resolving operational issues associated with the complex workings of international accounts that trade in overseas equity markets. The Day-to-Day: Manage the onboarding of new institutional segregated and fund accounts primarily based in the Americas and Asia Pacific (APAC) regions Subject matter expert as it relates to international institutional funds and separately managed accounts Assist the Institutional Sales and Client Services Relationship Managers with complex client service requests Create, develop, document and implement workflows and process improvements to serve the needs of our international institutional investors Responsible for understanding and documenting the nonstandard operational issues typical of accounts trading in international markets, directed brokerage relationships, and other unique institutional trading operations Coordinate with custodians to support institutional accounts, along with leading contract negotiation and revisions between clients and internal teams Understand and monitor the compliance issues revolving around the international institutional industry, unique codes of ethics, and internal requirements Communicate detailed international institutional investor account information to senior members of the Company Aid the Institutional Client Operations Team Leader with the ongoing development of the team Your Qualifications: Bachelor's degree or equivalent combination of education/experience At least 4-5 years professional experience in the financial services industry; experience working with APAC clients is helpful Familiar with securities, financial markets and institutional account types Excellent communication skills and experience with customer/client service Project management experience, ability to adjust workload based on priority, and passion with process improvements Responsible, accountable, detail-oriented and internally motivated 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. It's 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

  • Plano, TX

  • no content

Financial Planning Counselor

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities. The Day-to-Day: You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients You will complete financial plans and other detailed analyses for existing clients Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns Report on feedback, trends and more to the Private Client Group Programs management You will host sessions for internal and external clients Your Qualifications: 5 years of experience within financial services You have in-depth knowledge of financial planning topics (CFP beneficial) You communicate with a wide array of audiences by phone and email Manage complexity and coordinate across several departments under strict timelines Compensation: $85,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance 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. It's 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

  • Camas, WA

  • no content

Senior Application Developer - Charles River Development (CRD)

We are looking for a Senior Application Developer to join our Charles River Development (CRIMS) team within Fisher Investments Technology. You will combine deep business domain expertise with hands‑on technical skills using Java, Python, C#, SQL, REST APIs, and CRD's own API and automation frameworks. The Opportunity: You will support Charles River–driven workflows across Portfolio Engineering, Optimization, Guidelines, Implementation, Trading, and Trade Operations. You will collaborate with Portfolio Managers, Traders, and Technology teams to implement CRD enhancements, API integrations, portfolio optimization workflows, and automation solutions. You'll report to the AVP – PMG Technology Services The Day-to-Day: Lead end-to-end delivery of CRD enhancements: requirements, design, CRD configuration, integrations, testing, deployment, and ongoing support Configure Manager Work Bench or Central Work Bench layouts, workflows, rules, and result sets Hands-on work with the Charles River API Framework, including: Frontend APIs – UI workflows, triggers, CRD interaction points Backend APIs – data calls, order submissions, guideline checks, reference data, trading flows Build and support integration workflows using REST APIs, services, and messaging frameworks Apply working knowledge of portfolio optimization concepts (risk models, constraints, exposures, and transaction cost analysis) Familiarity with industry optimization platforms including Axioma (portfolio construction, risk model integration) and OMEGA Point (optimization and risk analytics tools) Collaborate with Portfolio Engineering teams to support optimization workflows feeding CRD Ensure Start‑of‑Day readiness for CRD and support ongoing system stability Translate our requirements into detailed functional and technical specifications, user stories, diagrams, and interface documentation Your Qualifications: 10 years experience in Application Development: Advanced SQL – complex queries, performance tuning Java or C# – ability to interpret, collaborate, and support integrations REST API integration, testing, and troubleshooting 5 experience in: Python Programming Investment/Wealth Management industry 3 years’ experience in CRD or any other Order Management System (OMS) Implementation / Customization , Workbench (Manager or Central) configuration experience Experience with Order Management System (OMS) Batch Automation, including monitoring and exception handling Hands-on experience with the Order Management System API Framework (frontend and backend) Familiarity with portfolio optimization concepts (risk factors, constraints, optimization models) Experience with optimization tools such as Axioma and OMET/Gap Point. Experience with Order Management workflows, markets, and trading processes (Equities & Fixed Income) Experience using Agile SDLC, process diagramming, and workflow mapping. Bachelor's degree in finance, Economics, Computer Science, Engineering, Math, or equivalent 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. It's 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

  • Addison, TX

  • no content

Pharmacist - $35,000 Sign-On Bonus Available

Join Our Team at Walgreens as a Pharmacist! Why Walgreens – For You, For Your Family, For Your Future At Walgreens, pharmacists are medication experts and trusted healthcare providers reshaping the future of patient-focused care. With industry-leading resources, career advancement opportunities, and a strong commitment to work-life balance, we invest in you so you can invest in your patients. For You – Competitive Pay & Flexible Scheduling Competitive pay – Competitive wage offered based on geography and other business-related factors Paid Time Off (PTO) – Available after three months of service (subject to state law) because work-life balance matters Flexible scheduling - Flexible scheduling options to fit your lifestyle For Your Family – Comprehensive Health & Wellness Benefits Comprehensive benefits package including medical, prescription drug, dental, vision, disability and life insurance for qualifying team members. Plus free flu shots for all team members and other voluntary benefits 365 Get Healthy Here & Life365 Employee Assistance Program (EAP) - Mental health support and wellness programs Family-forming support - Walgreens provides financial support for fertility treatments, including medical procedures and prescription medications. Eligible team members can also receive reimbursement for qualified adoption and surrogacy-related expenses For Your Future – Growth, Education & Exclusive Perks Opportunities for growth – Many pharmacists advance quickly into leadership roles in pharmacy operations, retail management, multi-site leadership, and corporate support functions Walgreens University – Free training, certifications, and leadership development, plus tuition discounts at 30 universities Employee discounts – 25% off Walgreens brands and 15% off national brands, plus exclusive savings on electronics, travel, and more 401(k) with company match – Contribute to your retirement, and Walgreens provides matching contributions after one year and 1,000 hours of service. Additionally, Walgreens matches qualifying student loan payments as if they were 401(k) contributions What You’ll Do Provide compassionate, expert-level pharmacy consulting services to patients Educate and consult patients on medication usage, side effects, and cost-effective options Deliver clinical healthcare services, including immunizations, diagnostic testing, and medication therapy management Ensure medication safety through accurate compounding, dispensing, and regulatory compliance Mentor and train pharmacy team members in a collaborative and supportive environment Who You Are Patient-focused & service-driven – You’re committed to making healthcare personal A collaborative team leader – You support, inspire, and uplift those around you A lifelong learner – You stay ahead of industry advancements and professional growth A problem-solver – You navigate challenges, from insurance claims to medication management, with ease Apply Today & Build Your Future with Walgreens! This is more than just a job—it’s a career with purpose. See below for more details! About Us Founded in 1901, Walgreens (www.walgreens.com) proudly serves more than 9 million customers and patients each day across its approximately 8,000 stores throughout the U.S. and Puerto Rico. Walgreens has approximately 211,000 team members, including roughly 85,000 healthcare service providers, and is committed to being the first choice for pharmacy, retail and health services, building trusted relationships that create healthier futures for customers, patients, team members and communities. Basic Qualifications BS in Pharmacy or Pharmacist Degree from an accredited educational institution. Current pharmacist licensure in the states within the district. Certified Immunizer or willing to become an immunizer within 90 days of hire. Preferred Qualifications At least 1 year experience as a pharmacist in a retail setting including prescription filling and verification, records and legal compliance, pharmacy operations, pharmacy software and technology systems and insurance. We will consider employment of qualified applicants with arrest and conviction records. An Equal Opportunity Employer, including disability/veterans. The Salary below is being provided to promote pay transparency and equal employment opportunities at Walgreens. The actual hourly salary within this range that you will be offered will depend on a variety of factors including geography, skills and abilities, education, experience and other relevant factors. This role will remain open until filled. To review benefits, please click here jobs.walgreens.com/benefits. If you are applying on a job board or unable to click on the link, please copy and paste this URL into your browser jobs.walgreens.com/benefits Salary Range: Pharmacist - $60.90/hr-$82.30/hr

  • Bakersfield, MO

  • no content

Senior Accountant

The Corporate Accounting Team (CAT) is an integral part of Corporate Finance at Fisher Investments, ensuring our accounting processes, controls, and reporting are executed accurately and efficiently in accordance with U.S. GAAP and applicable local standards. The Opportunity: As Senior Accountant, you will play a key role in maintaining the integrity of our financial records, supporting month-end close activities, and collaborating across finance functions to ensure reliable financial information for decision-making. Alongside a growing team of accountants, you will also contribute to the success of our annual financial statement audits, regulatory financial filings, and international expansion efforts. You will report to CAT Management, who will identify a portfolio of work that seeks to maximize your positive impact and long-term development opportunities. The Day-to-Day: Own and execute ongoing accounting processes and month-end close activities within assigned areas, which may include intercompany accounting, fixed assets, prepaids, accruals, and other core accounting activities Prepare and review journal entries, account reconciliations, and variance analyses – identifying and resolving issues proactively Ensure accounting practices remain compliant with U.S. GAAP and applicable local standards Drive system and process improvements to enhance accounting efficiency and accuracy Provide task-based feedback to preparers to foster ongoing improvement across accounting functions Partner with other finance teams (AP, AR, Revenue, FP&A, Tax, and Treasury) to optimize data flows, processes, and reporting Create and analyze financial statements Liaise with external financial statement auditors, coordinating audit deliverables and resolving queries to ensure successful completion of annual financial statement audits Research, analyze, review, prepare and/or support financial regulatory filings in accordance with applicable rules and regulations Your Qualifications: Bachelor’s degree in accounting or related field 5 years relevant work experience in public and/or corporate accounting; experience with a large public accounting firm and/or complex, multinational corporation preferred Strong understanding of U.S. GAAP, comfort with audit standards and best practices, and experience working with sophisticated accounting systems (SAP, Oracle, NetSuite, etc.) CPA or progress toward certification preferred Proficiency in Microsoft Excel Excellent analytical, problem-solving, and communication skills Ability to manage multiple priorities and deadlines in a fast-paced environment Compensation: $100,000 - $135,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance 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. It's 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

  • Gresham, OR

  • no content

Senior Application Developer - Charles River Development (CRD)

We are looking for a Senior Application Developer to join our Charles River Development (CRIMS) team within Fisher Investments Technology. You will combine deep business domain expertise with hands‑on technical skills using Java, Python, C#, SQL, REST APIs, and CRD's own API and automation frameworks. The Opportunity: You will support Charles River–driven workflows across Portfolio Engineering, Optimization, Guidelines, Implementation, Trading, and Trade Operations. You will collaborate with Portfolio Managers, Traders, and Technology teams to implement CRD enhancements, API integrations, portfolio optimization workflows, and automation solutions. You'll report to the AVP – PMG Technology Services The Day-to-Day: Lead end-to-end delivery of CRD enhancements: requirements, design, CRD configuration, integrations, testing, deployment, and ongoing support Configure Manager Work Bench or Central Work Bench layouts, workflows, rules, and result sets Hands-on work with the Charles River API Framework, including: Frontend APIs – UI workflows, triggers, CRD interaction points Backend APIs – data calls, order submissions, guideline checks, reference data, trading flows Build and support integration workflows using REST APIs, services, and messaging frameworks Apply working knowledge of portfolio optimization concepts (risk models, constraints, exposures, and transaction cost analysis) Familiarity with industry optimization platforms including Axioma (portfolio construction, risk model integration) and OMEGA Point (optimization and risk analytics tools) Collaborate with Portfolio Engineering teams to support optimization workflows feeding CRD Ensure Start‑of‑Day readiness for CRD and support ongoing system stability Translate our requirements into detailed functional and technical specifications, user stories, diagrams, and interface documentation Your Qualifications: 10 years experience in Application Development: Advanced SQL – complex queries, performance tuning Java or C# – ability to interpret, collaborate, and support integrations REST API integration, testing, and troubleshooting 5 experience in: Python Programming Investment/Wealth Management industry 3 years’ experience in CRD or any other Order Management System (OMS) Implementation / Customization , Workbench (Manager or Central) configuration experience Experience with Order Management System (OMS) Batch Automation, including monitoring and exception handling Hands-on experience with the Order Management System API Framework (frontend and backend) Familiarity with portfolio optimization concepts (risk factors, constraints, optimization models) Experience with optimization tools such as Axioma and OMET/Gap Point. Experience with Order Management workflows, markets, and trading processes (Equities & Fixed Income) Experience using Agile SDLC, process diagramming, and workflow mapping. Bachelor's degree in finance, Economics, Computer Science, Engineering, Math, or equivalent 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. It's 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

  • Arlington, TX

  • no content

Senior Application Developer - Charles River Development (CRD)

We are looking for a Senior Application Developer to join our Charles River Development (CRIMS) team within Fisher Investments Technology. You will combine deep business domain expertise with hands‑on technical skills using Java, Python, C#, SQL, REST APIs, and CRD's own API and automation frameworks. The Opportunity: You will support Charles River–driven workflows across Portfolio Engineering, Optimization, Guidelines, Implementation, Trading, and Trade Operations. You will collaborate with Portfolio Managers, Traders, and Technology teams to implement CRD enhancements, API integrations, portfolio optimization workflows, and automation solutions. You'll report to the AVP – PMG Technology Services The Day-to-Day: Lead end-to-end delivery of CRD enhancements: requirements, design, CRD configuration, integrations, testing, deployment, and ongoing support Configure Manager Work Bench or Central Work Bench layouts, workflows, rules, and result sets Hands-on work with the Charles River API Framework, including: Frontend APIs – UI workflows, triggers, CRD interaction points Backend APIs – data calls, order submissions, guideline checks, reference data, trading flows Build and support integration workflows using REST APIs, services, and messaging frameworks Apply working knowledge of portfolio optimization concepts (risk models, constraints, exposures, and transaction cost analysis) Familiarity with industry optimization platforms including Axioma (portfolio construction, risk model integration) and OMEGA Point (optimization and risk analytics tools) Collaborate with Portfolio Engineering teams to support optimization workflows feeding CRD Ensure Start‑of‑Day readiness for CRD and support ongoing system stability Translate our requirements into detailed functional and technical specifications, user stories, diagrams, and interface documentation Your Qualifications: 10 years experience in Application Development: Advanced SQL – complex queries, performance tuning Java or C# – ability to interpret, collaborate, and support integrations REST API integration, testing, and troubleshooting 5 experience in: Python Programming Investment/Wealth Management industry 3 years’ experience in CRD or any other Order Management System (OMS) Implementation / Customization , Workbench (Manager or Central) configuration experience Experience with Order Management System (OMS) Batch Automation, including monitoring and exception handling Hands-on experience with the Order Management System API Framework (frontend and backend) Familiarity with portfolio optimization concepts (risk factors, constraints, optimization models) Experience with optimization tools such as Axioma and OMET/Gap Point. Experience with Order Management workflows, markets, and trading processes (Equities & Fixed Income) Experience using Agile SDLC, process diagramming, and workflow mapping. Bachelor's degree in finance, Economics, Computer Science, Engineering, Math, or equivalent 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. It's 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

  • Saint Petersburg, FL

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Financial Planning Counselor

Are you passionate about helping others build their best version of the financial future? Do you enjoy solving complex problems and sharing knowledge with others? Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial planning knowledge, work with multiple departments in the firm and have in-depth conversations with clients to help them determine the right path for their financial future. You will report to your Team Manager who will aid in your training for the role and professional development for future growth opportunities. The Day-to-Day: You will use your expertise in financial planning topics to help support our internal Relationship Managers and clients You will complete financial plans and other detailed analyses for existing clients Proactively look for efficiency improvements, suggest solutions and elevate issues or concerns Report on feedback, trends and more to the Private Client Group Programs management You will host sessions for internal and external clients Your Qualifications: 5 years of experience within financial services You have in-depth knowledge of financial planning topics (CFP beneficial) You communicate with a wide array of audiences by phone and email Manage complexity and coordinate across several departments under strict timelines Compensation: $85,000 - $130,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance 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. It's 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

  • Clackamas, OR

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