CDP Technology Lead (SAINT PETERSBURG)

The Opportunity: We are looking for a Technology Lead to own and scale personalization, customer data, and consent management capabilities across Fisher's digital ecosystem. This role sits at the intersection of engineering, data, and marketing and is responsible for connecting our CDP (Tealium), enterprise data platform (Databricks), and activation channels (web, Client Center, LMS, SFMC). You will report to the Team Leader. The Day-to-Day: Manage CDP (Tealium), personalization (Dynamic Yield), and consent management capabilities, including identity resolution, segmentation, and activation across all digital channels Define and implement the decisioning layer that connects Databricks, CDP, and activation platforms (web, Client Center, SFMC, OTT) Establish standards for event tracking, tagging, data flows, and consent capture to allow real-time and batch personalization and communication use cases Lead design and execution of personalization and consent strategies, ensuring consistent targeting, compliance, and experience delivery across channels Partner with Marketing, Product, Data, and Compliance teams to translate our goals and regulatory requirements into scalable, measurable solutions Your Qualifications: 8 years of experience in software engineering, digital platforms, or marketing technology Hands-on experience with CDP platforms (Tealium, Segment, Adobe RTCDP, or similar) Experience implementing personalization or decisioning platforms (Dynamic Yield, Optimizely, Adobe Target, etc.) Experience with event-driven architecture, data pipelines, and API-based integrations Experience working with consent management, privacy frameworks, or regulated data environments Translate business and regulatory requirements into technical solutions 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

Investment Counselor (Financial Advisor Alternative) (DALLAS)

Stop prospecting! Come join our firm as an Investment Counselor for a provided roster of high-net-worth clients. Since 1995, Fisher Investments has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a typical Financial Advisor. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an Investment Counselor, you are the voice of Fisher Investments to our clients in the United States. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Your Qualifications: 2 years of instilling trust and building client relationship within the finance industry Series 65 (we will help you obtain upon starting) Bachelor's degree or equivalent work experience A thoughtful consultative approach with an emphasis on client focus 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

Critical Care Advanced Practice Provider Nurse Practitioner - Physician Assistant (SAN ANTONIO)

University Health in San Antonio is seeking board-certified Advanced Practice Providers (Acute Care Nurse Practitioners and Physician Assistants) to join a high-acuity, multidisciplinary critical care team at University Hospital. This role supports a 24/7, high-intensity ICU model serving complex patient populations including solid organ transplantation, cardiothoracic surgery, cardiac care, and ECMO therapy. Our collaborative model integrates Surgical Critical Care and Anesthesia Critical Care services to deliver comprehensive, patient-centered care across all ICU service lines. About the Program The critical care team is structured to provide: 24/7 on-site coverage by Faculty Intensivists and Advanced Practice Providers (APPs) Support from multidisciplinary Residents and Critical Care Fellows Clearly defined structures and processes to ensure quality and consistency of care Real-time collaboration across service lines to develop and implement conjoint care plans Qualifications Board-certified Acute Care Nurse Practitioner (ACNP) or Physician Assistant Active or eligible for Texas licensure ICU experience strongly preferred Demonstrated ability to thrive in a high-acuity, team-based environment Strong clinical judgment, communication, and collaboration skills Why Join University Health? University Health is proud to offer a supportive and rewarding work environment, including: Competitive total compensation package Affordable medical insurance and comprehensive benefits Loan repayment program up to $50,000 over 5 years Annual professional business expense allowance plus CME days Annual tuition reimbursement and certification support Deferred compensation retirement plan with employer match Generous paid time off Opportunity to work alongside highly skilled and respected physicians Strong culture of teamwork and peer camaraderie About University Health University Health is a nationally recognized academic health system committed to delivering high-quality care, advancing medical education, and improving community health across South Texas. Why San Antonio? San Antonio offers an exceptional quality of life with a low cost of living, rich cultural heritage, a vibrant culinary and arts scene, and easy access to the Texas Hill Country. The city combines major metropolitan amenities with a welcoming, family-friendly atmosphere and year-round outdoor activities.

Financial Counselor (DALLAS)

Are you currently a CFA Level 1 holder working in the United States and looking to service clients living in Canada? Come join our firm as an International Investment Counsellor to service a roster of high-net-worth clients. Since 2009, Fisher Investments International has developed a specialized approach focused on our private clients. With a firm structure that practices separation of sales and client service, you don't have to wear the many hats of a typical Financial Professional. No prospecting required. Now is your opportunity to use your finance experience to better the investment universe. The Opportunity: As an International Investment Counsellor, you are the voice of Fisher Investments to our clients in Canada. You will partner with our internal portfolio decision-makers, auxiliary research teams, client service associates, and renowned sales team to give our clients the best service possible. With our commitment to being a fee-only fiduciary firm, you'll appreciate knowing our compensation structure aligns with our clients' best interests without relying on commissions. Through our unique training program, Fisher Investments offers an elevated finance and capital markets education to understand our firm's unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX. The Day-to-Day: As an International Investment Counsellor, you are the central voice of Fisher Investments Canada, working from the United States. You will: Work with our Canadian clients to build a trusting and professional relationship Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape Rely on our sales team to gradually build your roster of high-net-worth clients within the first year Qualifications: CFA (passed any level) and Series 65 (we will help you obtain upon starting) 4 years of experience with portfolio management and client relationship building Bachelor's degree A thoughtful consultative approach with an emphasis on client focus 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

Institutional Client Operations Analyst (PLANO)

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

Vice President of Sales – Wealth Management (CLEVELAND)

Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a local territory within driving distance and manage the other parts of your business remotely. There is no cold calling as qualified lead flow is provided. Join our privately held, multi-billion-dollar, global investment firm to put our clients first and better the investment universe. The Opportunity: Present Fisher Investments wealth management solutions to high-net-worth prospects. You will report to the Director of Sales who will make sure you have the training and resources to experience success. You will also be supported by sales support, client services, marketing, research and more. Positions are available in several territories and states across the country. The Day-to-Day: Convert prospects to clients by showcasing the Fisher difference Engage with high-net-worth prospects to evaluate their personal financial situation and provide solutions Educate prospective clients on the variety of Fisher Investments offerings Partake in ongoing training in advanced phone sales techniques, finance, capital markets and portfolio management Home office position with the expectation to meet prospects face-to-face or virtually in your local territory Your Qualifications: 5 years experience working in financial services FINRA Series 65 or a combination of FINRA Series 7 and 66 preferred Multi-year track record of success driving results Experience in high-volume phone activity and in-person meetings Compensation: This is a commission-first position with uncapped earning potential. Base pay starts at $100,000, moving to a fully commissioned role by the start of year 3. Monthly commission is a percentage of estimated first year’s management fees. 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 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

Institutional Client Operations Analyst (TAMPA)

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