Automobile

Global Custody Management Program Manager

The Opportunity: As a GCM Global Program Manager, you will provide strategic leadership for high-impact, multi-region projects that sit at the intersection of clients, custodians/external partners, and company partners. You will set direction, translate firm and GCM priorities into clear roadmaps, and align teams on outcomes across domains such as custodian system integrations, global expansion efforts, risk reviews, and custodian process improvements. You will influence decision-making by framing trade-offs, managing program risks, and ensuring consistent execution in partnership with our teams and key external providers. You will lead and support a variety of projects that contribute to critical projects and influence improvements that directly impact client service. You will report to a GCM Team Leader, The Day-to-Day: Execute and oversee groupwide projects and programs within GCM, ensuring all components meet business, operational, and client service requirements Build and maintain detailed project plans, including defining scope, milestones, timelines, and deliverables; track progress and adjusts plans as priorities, capacity, or requirements change Delegates project tasks to regional teams, providing oversight, guidance, and quality review. Support coaching, knowledge sharing, and training of team members on project-related processes, tools, and standards Facilitate cross-team collaboration, coordinating with multiple internal groups to align priorities, resolve conflicts, and keep projects on track Make independent decisions within program boundaries and elevate material updates, program risks, trade-offs, and recommendations to GCM leadership Prepare and deliver clear status updates, reporting, and program documentation to stakeholders and management, including holistic views of assigned programs (e.g., Trading Enhancements, API/System Enhancements, Client Onboarding Digital Enhancements) Contribute to the development and refinement of tools, templates, and best practices for training, project execution, and change management within GCM Your Qualifications: Minimum 5 years of project management experience, B2B and/or in financial services Experience successfully managing multiple complex projects simultaneously to completion Strong interpersonal, verbal, and written communication skills Exceptional project management, organizational and time management skills Thrive in a fast-paced environment, demanding flexibility and creativity Comfortable identifying complex operational challenges and coordinating between internal and external partners to achieve resolution Microsoft Excel and JIRA experience preferred, not required 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

New Client Counselor

Are you a financial advisor burdened with wearing too many hats? Are you looking to move away from cold calling? Does a hybrid service and sales environment without prospecting appeal to you? Join Fisher Investments, a privately held multi-billion-dollar global investment firm, as a New Client Counselor in our New Client Conversion (NCC) group. If you are passionate about sales, financial planning, and educating clients on portfolio strategies, we want to hear from you. The Opportunity: The New Client Counselor is a lucrative professional-level role within our Private Client Group (PCG), where you serve as the short-term point of contact for our high-net-worth clients. Welcome new clients by applying your financial planning knowledge and consultative approach to contribute to Fisher Investments’ growth. You will receive ongoing sales coaching in an energetic environment while benefiting from our internal support teams including Research, Operations and the Investment Policy Committee (IPC). You will positively influence your clients and promote our mission to better the investment universe while upholding our fiduciary responsibility. You will report to your group manager whose experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Partner with Fisher’s sales professionals to onboard new clients who have expressed a desire to hire Fisher Investments Help bring in new assets through client referrals Educate clients on Fisher’s investment philosophy and what it means to work with Fisher Investments Align our portfolio strategy with clients’ goals Oversee clients onboarding process, including transfer of assets Collaborate with several teams to provide unparalleled service Introduce clients to their long-term relationship manager Your Qualifications: 3 years’ experience working in financial services Hold Series 65 license or required upon hire Understanding of capital markets and investment products Manage complexity in a high-volume environment Compensation: This role offers uncapped performance-based compensation with the possibility to earn well into 6-figures 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 FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Saint Petersburg, FL

  • no content

Application Development Associate - Azure

Are you looking to join a global technology department for an industry-leading financial advisory firm? Fisher Investments is looking for an Application Development Associate (Azure) to support our Portfolio Management Group. If you are looking for an opportunity to make a difference as we develop scalable and strategic solutions to support our global growth, we want to hear from you! We are important to supporting our firm's diverse businesses, and we're excited to continue solidifying that foundation as we add more experienced developers to our strong Development teams. The Opportunity: The Application Development Associate (Azure) provides internally-developed and third-party software solutions to meet business needs. You will use advanced expertise to serve as technical contributor and collaborate with one or more scrum teams on technical delivery and mentor more junior members. You will report to an Application Development Manager (Team Lead). The Day-to-Day: Responsible for technical development and testing of software from inception through user acceptance for medium- to large-scale projects, typically involving multiple departments and high risk situations Work with your scrum team collaboratively on technical design and implementation (coding) Work with the Product Owner(s) on helping estimate and refine upcoming work Learn proactively from technical leadership, understand technical direction, and participate in technical discussions Support production software operations Your Qualifications: 1 year experience developing software Experience working with Azure technologies, Event-driven programming, API programming and relational databases in .NET and Microsoft SQL Server Experience building REST-based API services, micro service architectures, messaging frameworks such as EventHub, Service Bus Experience in Testing and Automation is desired Experience in Azure ADF is desired Bachelor's degree in computer science, math, or other science field required or equivalent experience 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

Salesforce Marketing Cloud Engineer

The Opportunity: We are hiring a Salesforce Marketing Cloud (SFMC) Engineer to help design, build, and scale our global marketing communications platform. You will focus on allowing high-volume, personalized, and compliant communications across client and prospect channels, while partnering closely with Marketing, Corporate Communications, and Technology teams. This is a hands-on engineering role responsible for both delivery and platform stability, with a strong emphasis on data-driven marketing, automation, and operational scale. You will report to the Team Leader. The Day-to-Day: Design and build scalable solutions across Salesforce Marketing Cloud (Journey Builder, Automation Studio, Email Studio, Contact Builder) Develop and manage complex customer journeys for onboarding, engagement, and lifecycle communications Implement and improve data models, segmentation, and personalization using SQL, AMPscript, and SSJS Integrate SFMC with Salesforce CRM and external systems to ensure seamless data flow and campaign execution Manage high-volume campaign execution, including scheduling, batching, and throughput optimization Ensure email deliverability, domain health, and compliance with global marketing and privacy regulations Troubleshoot production issues, monitor campaign performance, and improve platform reliability and scalability Collaborate with teams and provide technical guidance to junior engineers and vendor partners Your Qualifications: 5 years of hands-on experience with Salesforce Marketing Cloud Strong expertise in Journey Builder, Automation Studio, Email Studio, and Contact Builder Proficiency in AMPscript, SSJS, and SQL for data manipulation and personalization Experience integrating SFMC with Salesforce CRM and external APIs Understanding of email deliverability, subscriber management, and domain strategies Experience implementing and supporting high-volume campaigns at scale 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

Fulfillment Associate

Are you looking for a great place to work and grow your career? Come join our Fisher Investments Fulfillment team and support our rapidly growing global investment firm. Fulfillment Associates will be responsible for fulfillment marketing, office supply requests, maintaining client files, shipping and receiving functions and hospitality functions. The Opportunity: As a Fulfillment Associate, you will oversee a range of responsibilities differing daily. Reporting to a Fulfillment Team Leader, you will handle office supply requests, shipping and receiving, maintaining client file, different hospitality functions, and more. The Day-to-Day: Data entry of prospect and client information Monitor office supply inventory Sort and distribute incoming mail and packages Process UPS, DHL and FedEx shipments Help with office moves, mounting equipment and cleaning Prepare marketing kits for prospective clients Your Qualifications: Proficient in desktop PC's, printers and scanners Experience with UPS, FedEx and DHL Proficiency in Microsoft Word, Excel and Outlook Ability to lift and move packages up to 50lbs as needed Comfortable sitting, standing, walking and performing repetitive tasks for extend periods 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

Senior Portfolio Engineer

We are seeking a passionate fixed income professional interested in playing a critical role in the investment decision making process. The ideal candidate is highly engaged, and eager to contribute beyond their seat—collaborating with peers to make portfolio decisions and expand the fixed income platform. The Opportunity: As a Senior Portfolio Engineer covering Fixed Income at Fisher Investments you will collaborate with a team to develop and implement portfolio ideas and support our Investment Policy Committee's decision- making across all fixed income strategies. Further, you will lead efforts to scale fixed income strategies across our global client base and develop new strategies to address client objectives. You will work closely with our Research Analysts, Trading and Implementation peers and other Portfolio Engineers to develop expertise across aspects of portfolio management processes, including leading rebalances and overseeing trade life cycles. In this highly impactful role, you will communicate your strategy expertise and insights to internal clients and to the firm's largest, most sophisticated clients and prospects, via client meetings and written/visual deliverables. You will report directly to the Group Vice President of Portfolio Engineering for support and development. The Day-to-Day: Leverage market knowledge with macroeconomic and quantitative/risk analysis to support the Investment Policy Committee in the construction, implementation, and ongoing management of all fixed income strategies Review portfolios to ensure alignment with Investment Policy Committee views, investment guidelines and support portfolio adjustments including rebalancing and risk guidelines Proactively translate top-down and sector views into portfolio level tilts in duration, curve shape, sector weights and security selection Lead new strategy development across global client base to address areas of opportunity in fixed income space Participate in external client meetings and respond to ad hoc client requests Maintain and develop portfolio tools to improve the performance and scalability of fixed income portfolio management Your Qualifications: 7 years of fixed income experience in a similar portfolio management role, including buy-side research and trading experience A strong desire to lead growth initiatives across teams A demonstrated history of communicating insights and driving portfolio impact Manage and manipulate large data sets, proficiency in financial data systems You have a desire to leverage your knowledge and skills to support our clients Compensation: $95,000 – $150,000 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

Global Business Process Management Analyst

The Opportunity: The Global Business Process Management Group is looking for a Business Process Analyst to help drive measurable business process improvements aligned with Global Private Client Group (PCG) goals. The Business Process Analyst works cross-functionally within Global PCG to understand and develop our primary value chain, unify our business processes, and measurably increase efficiency while improving the user experience for both our internal and external clients. The Day-to-Day: Drive measurable business process improvements aligned with Global PCG objectives Work cross-functionally with Global PCG, PMG, external vendors, and technology partners to implement solutions to key business problems with an ability to take an idea from ideation to implementation Partner with the business and technology stakeholders to assess areas for improvement Conduct root cause analysis formulating clear problem statements, process assessments, and plans for improvement Lead process redesign and re-engineering workshops with end users Work within the Scrum structure to write, refine and test users stories, and conduct hypercare in production Effectively communicate to stakeholders, leadership, and users throughout the project lifecycle Maintain business processes and project plan documentation Your Qualifications: 3 years of experience as a Business Process Analyst or similar position Experience communicating with management and executives Experienced in process improvements and managing projects working with multiple partners Process mapping using MS Visio or similar tools Project tracking with software like Atlassian Confluence or Jira Experience with the software development life cycle including the Agile Methodology 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

Tax Support Associate – Retail

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal basis. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to help customers navigate their tax needs. As a Tax Associate – Retail On-Site, you will focus on bringing in new customers and serving as their trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity Around the World.” In this role, you will work on-site from a TurboTax location, and play a key role in growing TurboTax’s client base within the local community, establishing long-term relationships and driving customer loyalty. You will leverage TurboTax marketing support and software to empower you in building a thriving business that fosters prosperity for both you and your community. You will serve customers both in-person and virtually using Intuit TurboTax products. You will leverage your tax expertise to provide full service tax return preparation, tax advice, calculations, and software/product support. Your ability to demonstrate understanding of each customer’s unique situation, and connect with them on a personal level is critical to alleviating the stress some may feel when tackling their taxes. This role is nonexempt and requires onsite presence at a TurboTax location in the United States on a seasonal basis. What You Will Do: Be a Proactive Community Ambassador Enthusiastically represent TurboTax locally, serving as a fixture and public face of TurboTax in the community. Engage with new prospects, nurture leads, and convert prospects into long-term clients through proactive outreach. Lead local events with the support of TurboTax, participate in local marketing, and make the topic of taxes accessible and approachable. Provide Tax Expertise Give hands-on tax advice and complete preparation services for TurboTax clients, handling simple to complex tax situations (e.g., personal and business income, deductions optimization, amendments). Facilitate discovery sessions and tax reviews to uncover deductions, minimize tax liabilities, maximize refunds, and provide future tax planning advice. Utilize resources such as government websites, professional tools, and team expertise to deliver accurate tax solutions in personalized everyday language. Deliver a Best in Class Customer Experience Create an exceptional customer experience through professionalism, and genuine interest in helping clients achieve their financial goals (e.g., saving for retirement, college funds, weddings, or vacations). Connect with people to build the long-term trust that turns a one-time transaction into a loyal, multi-year relationship. Interact with customers both in-person and through Intuit’s state-of-the-art video communication tools. Address client inquiries while helping them overcome tax-related challenges. Key Qualifications: You must possess or be able to obtain any related State licenses, certificates, permits, or bonds and an active Preparer Tax Identification Number (PTIN). Minimum of 3 years of paid experience filing 50 or more federal and state individual 1040 tax returns per tax season using professional tax preparation software. Familiarity with Circular 230. Have full availability for a flexible 25–34 hour weekly schedule, including afternoons, evenings, and weekends, with the ability to increase hours during peak seasons. Enjoys working in a collaborative team setting, and treats co-workers with respect. Values a culture of feedback and continuous improvement. Is adaptable to working in a constantly evolving and, at times ambiguous, environment. Thrives in a collaborative team setting and demonstrates respect for colleagues. Committed to a culture of continuous improvement through actively soliciting and responding to feedback. Highly adaptable and comfortable navigating an ever-changing and sometimes ambiguous work environment. Interest in building a local and online social presence as a TurboTax associate, creating accessible tax-related content and resources for your community in accordance with Intuit’s policies. Bilingual (English/Spanish) communication skills are a plus. Experience in holistic tax advisory services beyond tax filing. Attributes and skills: Passionate about empowering customers and helping them overcome the complexities of taxation. Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Excited to be showcased as a Tax Associate– Retail On-Site in local and national marketing efforts. Exceptional customer service skills and a friendly, professional demeanor that forms long-lasting relationships. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio. Strong verbal and written communication skills. Ability to work in a fast-paced environment independently while managing multiple priorities. Proficient with technology, including tax preparation software and CRM/sales tools. Entrepreneurial and self-driven with a business ownership mindset to grow your customer portfolio for example, through targeted outreach activities such as networking and canvassing, or themed marketing and customer learning events externally or in the store, including tax preparation software and CRM/sales tools. Additional Requirements: Must reside within the United States. Must possess or be able to obtain any related State licenses, certificates, permits, or bonds. Intuit provides a competitive compensation package with a strong pay for performance rewards approach. The expected base pay range for this position is: California $25.50 - $28.50 Colorado $24.50 - $27.00 Hawaii $25.50 - $28.50 Illinois $24.50 - $27.00 Maryland $24.50 - $27.00 Massachusetts $25.50 - $28.50 Minnesota $22.00 - $24.50 New Jersey $25.50 - $28.50 New York $25.50 - $28.50 Ohio $22.00 - $24.50 Vermont $24.50 - $27.00 Washington $25.50 - $28.50 Washington DC $24.50 - $27.00 This position will be eligible for a cash bonus, equity rewards and benefits, in accordance with our applicable plans and programs (see more about our compensation and benefits at Intuit®: Careers | Benefits ). Pay offered is based on factors such as job-related knowledge, skills, experience, and work location. To drive ongoing pay equity for employees, Intuit conducts regular comparisons across categories of ethnicity and gender.

  • Frisco, TX

  • no content

Enterprise Architect – Data, AI

It's an exciting time to join Fisher Investments! We're continuing to invest in the future of our firm's technology and information security. Our business is growing internationally, which emphasizes the need to build an unparalleled global team that inspires future scale through strategic solutions, innovation, mentoring, and tight knit teamwork. The Opportunity: The Enterprise Architect will bring strong cross‑domain expertise, strategic thinking, and executive presence. This is not just a governance‑only role. You will BE a strategic leader, facilitator, and a diplomat—someone who can influence CXO‑level stakeholders and remain deeply involved in execution. You will work across domains to lead enterprise‑wide architecture decisions that prepare us for scalable data and AI modernization. In an individual contributor role, you will work in a fast‑moving, mid‑size, highly collaborative environment. You will report to the Vice President, Enterprise Architecture and Standards. The Day-to-Day: Drive enterprise‑level architecture across multiple business domains, ensuring alignment with organizational strategy Lead discussions with senior stakeholders and bring clarity to complex technical decisions Lead the standardization of metadata practices across domains, ensuring discoverability, lineage, and governance Design and evolve enterprise-level semantic data models, including logical and conceptual models, ontologies, and domain definitions Partner with product, engineering, data, and AI teams to ensure data supports reporting, analytics, and AI use cases Provide feedback that directly shapes the next generation of AI models Knowledge of Machine Learning Operations (MLOps) workflows and tools for deploying, managing, and monitoring AI models in production Actively participate in design, discussions, and delivery—not just governance—with hands‑on engagement Review AI-generated code to ensure it is accurate, efficient, and high quality. Stay current on AI and data trends to help the organization evolve. Your Qualifications: 15 years of experience in IT 5 years of experience: In an Enterprise Architect role AI and ML Architectures 2 years of experience: Data-focused A1 tools Lead Enterprise Architecture initiatives Proficient in tools such as Purview, Unity catalog, Erwin, or other semantic/metadata platforms Deep experience with Microsoft Azure and their AI and data services Experience working with Financial Services Industry Bachelor’s degree in computer science, Information Systems, Engineering, or equivalent experience through work experience 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

Sr. Manager, Wealth Advisor - Schwab Wealth Advisory

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets disciplined investing as we challenge the status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment advisory solution built on trust, personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll collaborate closely with an experienced advisory team to support clients through complex financial decisions while helping them stay focused on long‑term goals. This role is ideal for someone who thrives in a relationship‑driven environment, communicates with clarity and empathy, and takes ownership of client outcomes. Your work directly supports client confidence, long‑term retention, and advisory excellence. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. Required Qualifications Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust. Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs. Financial Planning: Proven ability to develop and communicate holistic financial plans for high-complexity scenarios (e.g., concentrated positions, tax-aware strategies, multi-goal planning), synthesizing inputs into recommendations that align portfolios to client objectives, risk profile, and long-term outcomes. Coachability: Demonstrates a senior learning mindset by seeking input from peers and leaders, integrating feedback into measurable behavior changes, and sharing best practices—coaching others informally to raise advisory quality and client experience. Self-Awareness: Exercises sound judgment and risk awareness—recognizing when situations exceed scope or require additional expertise, surfacing concerns early, and escalating with clear context and options to protect the client experience and meet fiduciary and regulatory expectations. What you have Additional Requirements CFP® designation or CFA® designation Bachelor’s degree Active FINRA Series 7 license May be obtained with a 120-day condition of employment Active FINRA Series 66 license (or equivalent) May be obtained within the first 120 days In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you – both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance

  • Irvine, CA

  • no content

Senior Network Engineer

This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Join Spectrum as a Network Engineer III and play a critical role in building, optimizing, and supporting highly complex network environments that power reliable connectivity and communication. In this role, you will help plan and design network architecture, implement enhancements, troubleshoot routing, switching, security, voice, video, and wireless services, and lead maintenance and upgrade efforts that keep systems performing at their best. This is an exciting opportunity for a skilled network professional who thrives in a fast-paced environment and enjoys solving complex technical challenges while driving continuous improvement. The ideal candidate brings deep experience in network engineering, security, routing and switching, and protocol design, along with the ability to support cross-functional projects and escalated operational issues. You will work with leading technologies such as Fortinet, Meraki, Cisco, and Adtran, contribute to technical standards and procedures, and help maintain critical managed services infrastructure. Working in this operational environment requires strong networking skills: Work experience and advanced knowledge in Network Security and Firewalls (Fortinet, Meraki) Work experience and advanced knowledge in Network Routing and switching (Cisco, Adtran) Work experience and advanced knowledge in Voice and Video technology Troubleshooting of all routing, switching, security, voice, video, and wireless services. If you are passionate about network performance, enjoy hands-on problem-solving, and are ready to make a measurable impact in a dynamic organization, Spectrum offers the opportunity to grow your career while helping deliver exceptional service. How You’ll Make an Impact Participate in network planning, network architecture design and engineering Integrate and schematically depict communication architectures, topologies, hardware, software, transmission and signaling links and protocols into complete network configurations Evaluate new products, perform network problem resolution Assist in the development and documentation of technical standards Develop and implement approved methods of procedure Design and establish protocol compatibility standards, develop and implement network enhancements and make recommendations for improvement Work on projects/systems/issues of medium to high complexity surrounding network planning, configuration and optimization Provide escalated tier support across organizations and to third party vendors Work on one or more projects as a project team member, occasionally as a project team lead Adhere to industry specific local, state, and federal regulations, as applicable Working Conditions Office Environment Perform routine maintenance during the company change maintenance window 12 am – 6 am May work in Network Lab environment Depending on business group, on-call work may be an essential function of the job Occasional travel as required What You’ll Bring to Spectrum Required Qualifications Education Bachelor's Degree in Computer Science, Electrical Engineering, or related field or equivalent work experience Experience 5 years data network experience Skills Ability to read, write and speak the English language Ability to use personal computer and software applications like Microsoft Office Demonstrated in-depth data networking knowledge (OSI Model, TCP/IP, Optical Transport) Ability to work in a team environment, perform duties in a very fast-paced environment and ability to learn new technology quickly Demonstrated in-depth knowledge of related industry specifications and standards IEEE, ANSI, Fiber (Multimode, Single mode, UTP, etc.), Bridging, Switching, Routing, Ethernet and Transport technologies and protocols Demonstrated in-depth knowledge in network design, network architecture, network protocols, network topology, network devices, and network appliances Demonstrated in-depth knowledge in using ticketing and software tools to support the current operations. Demonstrated in-depth knowledge of network designing software, such as Visio Preferred Qualifications Education Experienced in scripting languages: Python Selenium Skills Experienced with administration and development of MS SharePoint Sites and Chalk LI-RC1 ENE311 2026-73626 2026 Here, our employees don’t just have jobs, they're building careers. That’s why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life. A qualified applicant’s criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand. Our offerings include Spectrum Internet®, TV, Mobile and Voice. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. When you join our team, you’ll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more. Grow Your Career Here We’re committed to growing a workforce that reflects the customers and communities we serve – providing opportunities for employment and advancement to all team members. Spectrum is an Equal Opportunity Employer, including job seekers with disabilities and veterans. Learn about Life at Spectrum.

  • Charlotte, NC

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Salesforce Marketing Cloud Engineer

The Opportunity: We are hiring a Salesforce Marketing Cloud (SFMC) Engineer to help design, build, and scale our global marketing communications platform. You will focus on allowing high-volume, personalized, and compliant communications across client and prospect channels, while partnering closely with Marketing, Corporate Communications, and Technology teams. This is a hands-on engineering role responsible for both delivery and platform stability, with a strong emphasis on data-driven marketing, automation, and operational scale. You will report to the Team Leader. The Day-to-Day: Design and build scalable solutions across Salesforce Marketing Cloud (Journey Builder, Automation Studio, Email Studio, Contact Builder) Develop and manage complex customer journeys for onboarding, engagement, and lifecycle communications Implement and improve data models, segmentation, and personalization using SQL, AMPscript, and SSJS Integrate SFMC with Salesforce CRM and external systems to ensure seamless data flow and campaign execution Manage high-volume campaign execution, including scheduling, batching, and throughput optimization Ensure email deliverability, domain health, and compliance with global marketing and privacy regulations Troubleshoot production issues, monitor campaign performance, and improve platform reliability and scalability Collaborate with teams and provide technical guidance to junior engineers and vendor partners Your Qualifications: 5 years of hands-on experience with Salesforce Marketing Cloud Strong expertise in Journey Builder, Automation Studio, Email Studio, and Contact Builder Proficiency in AMPscript, SSJS, and SQL for data manipulation and personalization Experience integrating SFMC with Salesforce CRM and external APIs Understanding of email deliverability, subscriber management, and domain strategies Experience implementing and supporting high-volume campaigns at scale Compensation: $120,000 - $165,000 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

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