Healthcare

Financial Content Writer

The Opportunity: Our Creative Content Team is seeking an experienced long-form writer with strong previously established knowledge in investing and capital markets. This individual will create, develop, and review a wide range of content, including in-depth articles, video scripts, talking points, press releases, and other materials distributed to clients globally or published across our public-facing channels—such as corporate websites, our mobile app, YouTube, and other third-party platforms. They will also supports the management of our content development calendar and project trackers, helping ensure timely, organized execution across initiatives. The Creative Content Analyst is responsible for producing and reviewing content on topical capital markets developments, the firm’s investment philosophy, retirement and financial planning topics, and the ways we serve clients around the world. This in-office role works closely with the Creative Content Team leader, Corporate Communications leadership, and fellow Creative Content team members. The ideal candidate ensures all content aligns with our writing standards, brand and entity guidelines, and maintains a consistent voice, tone, and visual identity. They will also ensure messaging accurately reflects firm perspectives and is appropriately tailored to the local markets we serve. Success in this role requires a strong working knowledge of capital markets, a passion for continuous learning, and the ability to quickly develop a deep understanding of the firm’s investment philosophy. The Day-to-Day: Manages all phases of various projects from envisioning through deployment Identifies potential process improvements, recommends and implements solutions to improve the efficiency of the department Coaches, mentors and motivates team members Responsible for contributing to the editorial process, including writing, editing and reviewing, exercising discretion throughout Take core investment management topics and produce engaging, easy to understand, content for general audiences Contributes to a variety of group-wide projects targeted at enhancing the firm’s content offerings Acts as a reviewer for the group, rewriting text to enhance clarity, flow, voice, tone, appropriateness and consistency with firm philosophy Organizes and implements content across various distribution channels Researches and identifies new opportunities for content development and distribution Your Qualifications: Bachelor’s degree or equivalent combination of education and experience required Highly developed qualitative and/or quantitative skills required Previously established knowledge of capital markets and a passion to learn more Ability to analyze various situations and develop creative solutions Excellent verbal and written communication skills High level of attention to detail Ability to adapt to changes in a fast paced, team environment Ability to prioritize workload and manage time across various tasks Proficient in Microsoft Office software 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

Responsible Investment Program Manager

The Fisher Investments Institutional Group (FIIG) serves a global client base of diverse investors, including corporate, public and multi-employer pension funds, foundations and endowments, insurance and financial institutions, and governments. FI currently manages ~$27B AUM with Responsible Investments/ESG/SRI guidelines (Environmental, Social, Governance/Socially Responsible Investing) for clients around the globe. The Opportunity: As the Responsible Investments (RI) Program Manager, you will lead the lifecycle of FIIG’s RI-related investment offerings which today include a diverse set of ESG/Sustainable/Impact/Paris-aligned/SRI branded strategies. Such leadership includes roadmap & product strategy development, competitor research, product design & enhancement, and external positioning. You will collaborate with multiple FIIG teams (New Strategy Development, Engagement, Sales/RFP, Marketing & Content) and firm groups (Portfolio Management Group, Legal Compliance Department, etc). You will understand global ESG investment trends & regulations to ensure the firm’s institutional ESG offerings are best positioned to meet current and future client demands. The Day-to-Day: Support and develop ESG-product strategy, roadmap and business cases with firm stakeholders Conduct market and competitor analysis for equity/fixed ESG-product design and enhancement Create external product positioning, value-propositions, and key answers for FI’s ESG & Investment process Support the Responsible Investments team in day-to-day client/prospect requests and act as an internal ESG expert supporting training Maintain expertise in shifting ESG regulatory trends, industry standards, and best practices Monitor market developments from external organizations, third party reporting frameworks (e.g. PRI), ESG labels to understand evolving markets standards and client preferences Your Qualifications: 5 years' experience in the financial services sector with at least 3 years in ESG-product development, investment management, or manager research at an asset management/investment consulting firm Strong understanding of global equity markets, institutional investors, portfolio management techniques with experience communicating complex investment concepts Proven knowledge of ESG-related investor & regulatory trends in the EU (e.g. SFDR), UK and US Passionate about both Responsible Investments & asset management Experience using tools from services such as FactSet, Morningstar, and ESG data providers 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

Enterprise Architect

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. We help support our firm's diverse businesses, and we are excited to continue solidifying that foundation as we add more accomplished technologists to our team. The Opportunity: The Enterprise Architect (Investment Solutions) plans portions of the enterprise architecture environment, develops architectural principles and standards, and promotes alignment of technology to business needs. You will have a particular focus on the architecture and design of solutions to support Front, Middle and Back Office groups as part of Investment Solutions in running a large wealth management firm with a global presence. As a technical expert, you will partner with our internal technology teams, our partners, third-party vendors, and implementation partners. Your experience will help us build our technology transformation program and create multi-year roadmaps to align enterprise-wide solutions to Fisher's priorities. You will also survey the technology landscape and guide the evolution of the current environment to support future capabilities and requirements. You will report to the Vice President of Enterprise Architecture as a member of our team of experienced Enterprise Architects. The Day-to-Day: Define and oversee the adherence to enterprise architecture principles and standards across portions of applications, infrastructure, and information security Define the architecture and lead the selection of important platforms (both cloud and on-premises), products, and vendors to be utilized for programs across the enterprise Ensure the architecture of applications and systems (especially cloud-based data and integration architecture, with CRD as a foundation, for Front and Middle Office functions & with SS&C GWP & Sylvan as a foundation, for Back office functions) is consistent with enterprise needs, and ascertain how application solutions are used to meet those enterprise needs Lead technology and business teams to evaluate current technology solutions and plan, design, and coordinate multi-year roadmaps for all applications and support activities Survey the technology landscape to identify systems and solutions that align with firm strategy while collaborating with executive leadership to recommend, implement and maintain appropriate technology solutions Function as SME to Technology Business Services, Infrastructure and Operations, Information Security, 3rd party vendors, and implementation partners Facilitate optimization of current state architecture during the transformation to future state architecture Your Qualifications: 10 year's combination of solution / technical / business architecture roles 7 years of experience leading solution / technical architecture team 5 years of architecture experience at a large wealth management or asset management firm Bachelor's degree in information systems or related technical field, or equivalent combination of education and experience Strong knowledge of CRD in a wealth management context dealing with UMA portfolio structures Experience with application, data, integration, security, and technology platform architectures and implementation patterns Experience with CRD & Sylvan strongly preferred Experience with Azure data and integration services preferred Highly advanced ability to investigate, analyze issues to take to resolution Experience implementing multiple complex enterprise level changes simultaneously, including how to guide and measure adoption of best practices Proven experience leading, mentoring, and developing employees Expertise in translating enterprise needs and problems into viable and accepted solutions Expertise in decision-making, conflict resolution, and negotiation/influence skills 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

ServiceNow Developer, IRM & GRC

Fisher Investments is looking for an experienced ServiceNow Developer with deep expertise in Integrated Risk Management (IRM) and Governance, Risk, and Compliance (GRC). You will be the technical engine behind our risk and compliance digital transformation. The Opportunity: You will offer the chance to act as a strategic technical partner across the entire enterprise. You will design, configure, and support scalable solutions across various risk domains, including audit, privacy, and third-party risk. These solutions will ensure our platform remains high-quality, maintainable, and aligned with a "return to out-of-the-box" strategy. You won't just complete tickets; you will collaborate with partners in Security, Legal, and Procurement to build a transparent, automated risk posture. This is an opportunity to lead complex integrations, influence platform architecture, and lead where your work directly impacts global governance. You will report to the Application Development Lead. The Day to Day: Build and enhance ServiceNow modules including Policy & Compliance, Vendor Risk, and Operational Resilience using Flow Designer, Script Includes, and Business Rules Create and maintain REST/SOAP API integrations and IntegrationHub spokes to connect ServiceNow with IAM, SIEM, ERP, and HR platforms Design intuitive Workspaces, Portals, and Dashboards, applying Performance Analytics to provide stakeholders with clear visibility into enterprise risk Design automated workflows for risk assessments, audit findings, and vendor onboarding to reduce manual effort across the organization Participate in Agile delivery (sprint planning, peer reviews), troubleshoot production issues, support platform upgrades, and maintain robust technical documentation Your Qualifications 4 years of hands-on experience with ServiceNow development 2 years of dedicated experience supporting IRM/GRC modules Strong JavaScript skills and expert-level knowledge of the ServiceNow technical stack (Client Scripts, UI Policies, ACLs, MID Servers, and Transform Maps) Deep familiarity with the IRM/GRC suite, including Business Continuity, Privacy Management, and Regulatory Change Management Experience with Agile/DevOps, CI/CD pipelines, and platform data governance (CMDB/CSDM) Translate complex needs into sustainable technical solutions A Bachelor's degree in a technical field; ServiceNow certifications (CSA, CAD, or CIS-IRM/Risk & Compliance) Compensation: $85,000 - $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

  • Salmon Creek, WA

  • no content

Azure Cloud Engineer

The Opportunity: As a Cloud Engineer, you will consult and contribute to business process improvements of IT policies, procedures, tools, security controls and infrastructure. You will also conduct research and Proof of Concept activities and provide recommendations for new technologies, techniques and tools to add value by increasing efficiency while improving service quality. The Azure Cloud Engineer will maintain the operational Azure cloud environment, perform infrastructure deployments and ensure the production environment is operating securely and efficiently using automation tools. You will work with Infrastructure Engineering to make sure all deployments follow standards, are compliant and secure. You will also be partnered with other cloud team members, application owners and business owners for faster delivery of resources. The Day-to-Day: Develop, implement and maintain scalable Cloud infrastructure on Microsoft Azure platform Collaborate with business stakeholders to understand their cloud requirements and design effective solutions Provide technical expertise and support troubleshooting cloud related issues and performance bottlenecks Recommend Cloud & AI-based solutions, document and communicate with technical and non-technical stakeholders Design and manage scalable and resilient cloud infrastructure and automation tooling for routine operation tasks Deploy enterprise scaled cloud resources that can be used across technology organizations using code Be the contact to business application owners and build bridge between them and the cloud team Follow security audit requirements and controls in every action Implement and suggest strategies in Infrastructure as Code, CI/CD, develop tooling and associated processes for using automated, faster, efficient, and consistent error-free deployments Participate in team activities such as peer code reviews, design collaboration efforts and rotating on-call process Use configuration management and automated deployment tools to provide cloud-based solutions and services ensuring best practices Work with solution architects, tech leads and partners to confirm developed solutions align with existing standards, meet security controls and meet cloud computing best practices Manage implementations and ongoing operation of cloud services following approved designs, adherence to patterns, security requirements and certify all logging and monitoring are active for security and compliance Investigate and monitor current-state cloud usage, solutions in use, risks, gaps, limitations and recommend solutions, optimizations and remediation Provide international and 24/7 support through on-call duties and/or working a flexible off-hours schedule for planned and unplanned maintenance Your Qualifications: 10 years of experience deploying resources and managing infrastructure through both manual and automated pipelines in an IT infrastructure and operational environment 5 years of experience with the following: Maintaining resources in cross platform environments Azure cloud infrastructure deployments using IaC Building, deploying and managing public cloud IaaS and PaaS services Deploying resources using Terraform 4 years of experience with the following: GitHub and GitHub Actions Building automated cloud infrastructure across multiple Production and Non-Production environments Scripting and automating builds, workflows, tasks and other integration aspects Azure CLI 3 years of experience with the following: CI/CD pipelines YAML/YML for GitHub actions Troubleshooting in an Azure Cloud environment Designing and managing cloud solutions 1 year hands on experience Deploying, operating, and maintaining Kubernetes-based platforms AI platforms such as Microsoft Azure AI or similar cloud-based AI services Experience with Azure IaaS (Virtual Machines, Storage, Networking) and PaaS (App Services, Azure SQL, Azure Functions, Azure Data Factory) Knowledge of identity management, security controls, compliance and encryption Experience explaining complex concepts to both non-technical and technical teams Solid understanding of DNS, LAN, WAN, Firewalls, File systems, and IAM Experience with Linux and Microsoft Windows server environments Experience using Jira, Confluence, or ServiceNow Experience with PowerShell Knowledge in Octopus Deploy and Ansible is preferred Bachelor's degree in MIS, Computer Science, or a related field 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

Financial Consultant Partner - Thousand Oaks, CA

Position Type: Regular Your opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. This position is part of the Branch Network which is primarily responsible for providing Wealth Management to individuals and families to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Partner will support the growth and management of an affluent wealth management practice. This includes servicing clients, growing client relationships, and delivering advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Partner will help grow the practice by partnering with their Sr. FC to pursue business development opportunities. As a Financial Consultant Partner (FCP), you are in the heart of the action, acting as a trusted partner to our Sr. Financial Consultants (FC) and their practice clients. Through your developed expertise, you will deepen new and existing client relationships, uncovering business development opportunities and learning from your Sr. FC all along the way. You’ll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. If you are a licensed financial professional with a passion for wealth management, and a desire to grow under the mentorship of a seasoned advisor, this could be the role for you. To learn more about our client offerings visit: Charles Schwab - Investor Services What you have Required Qualifications: A valid and active Series 7 license is required ( license may be obtained under a condition of employment through Branch Network Licensing Program ) A valid and active Series 66 (63/65) license required ( license(s) may be obtained under a condition of employment ) Preferred Qualifications: 3 years of Financial Services Industry Experience Strong written and verbal communication skills Strong candidates will have a proven track record to handle several tasks simultaneously and effectively prioritize Ability to identify new relationship development Openness to build, refresh, and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant(s) Ability to uncover and meet client needs and effectively manage client expectations Ability to build and maintain good cross-enterprise working relationships Capability to become a Notary Strong candidates will also gain experience updating and compiling client information through Schwab’s internal customer relationship management (CRM) tool Openness to manage local events, as needed In addition to the salary range, this role is 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. 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

  • Thousand Oaks, CA

  • no content

Global Custody Management Custodian Program Manager

The Opportunity: As a GCM Custodian Program Manager, you will be the head B2B relationship lead for custodians within a geographical region. You will set regional priorities, oversee service quality and relationship health, and work with custodians and company partners to improve service levels, support business growth. Your work will involve the delivery of high‑impact custody‑related programs that move the business forward, such as custody onboarding, service oversight, performance management, fee and contract support, and other process improvement programs. You will lead and support a variety of projects that contribute to critical plans and influence improvements that directly impact client service. You will report to a GCM Team Leader. The Day-to-Day: Be the primary B2B relationship lead for a geographic region, accountable for partnership success, service quality, and value delivery across the region Build and maintain strong custodian relationships to ensure issue resolution, and mutual value for end clients Manage the regional custody program to ensure partners meet our requirements efficiently and following established Service level agreements and KPIs Lead coordination with our teams and custodians to deliver custody capabilities aligned with our goals Bring enhancements to custodian performance and GCM evaluation processes, including reporting, due diligence, and service improvements Support fee negotiations, contract reviews, and business expansion projects in partnership with GCM leadership Define and deliver custody-related plans from scope through implementation, including onboarding, integrations, and process improvement efforts Identify and manage program risks, dependencies, and changes, while providing clear recommendations and updates to GCM leadership and partners Provide guidance, support, and oversight to team members and partners involved in program execution, encouraging accountability Your Qualifications: Minimum 5 years of project management experience, B2B and/or in financial services Strong interpersonal, verbal, and written communication skills Exceptional critical thinking, 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 resolve them Microsoft Excel and JIRA experience preferred, not required Compensation: $100,000 - $140,000 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

  • 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

  • Garland, TX

  • no content

Experienced Tax Professional - Retail

Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – 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 Expert – 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. Who You Are: Key Qualifications: You possess an active, unrestricted credential: EA, CPA, or Practicing Attorney with strong tax preparation experience and extensive knowledge of tax laws and active Preparer Tax Identification Number (PTIN). Have an active Preparer Tax Identification Number (PTIN) as required by law to file taxes. 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 Expert – 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. 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 $32.50 - $36.00 Colorado $31.00 - $34.50 Hawaii $32.50 - $36.00 Illinois $31.00 - $34.50 Maryland $31.00 - $34.50 Massachusetts $32.50 - $36.00 Minnesota $28.00 - $31.00 New Jersey $32.50 - $36.00 New York $32.50 - $36.00 Ohio $28.00 - $ $31.00 Vermont $31.00 - $34.50 Washington $32.50 - $36.00 Washington DC $31.00 - $34.50 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.

  • Hinsdale, IL

  • no content

Account Executive - International (Inside Sales)

Imagine walking into a sales environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. As a Canadian Account Executive, you will engage over the phone with high-net-worth individuals throughout Canada who have expressed interest in Fisher Investments. Using sales techniques, you'll determine investors' goals, educate them on our services, and set a meeting with a Private Client Adviser. The Opportunity: The Canadian Account Executive position is both a rewarding and engaging role. Surrounded by professionals and mentors, you will grow your sales skills, build relationships within the firm, and control your career path. You will report directly to a manager who will sit near you and guide you in the sales process. This is an in-office job located in Plano, TX. The Day-to-Day: Communicate Fisher's value proposition to high-net-worth investors to arrange meetings with regional sales partners Control your career trajectory and increase firm growth while bettering the financial well-being of prospects Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy Our marketing team will provide you with warm leads, which means no cold calling Your Qualifications: No prior sales experience or industry knowledge needed Drive results: You have experienced personal and professional success Instill Trust: You understand how to earn the trust of others Communication: You are engaging and can connect with a wide array of audiences Persuade: You use compelling arguments to gain the support and commitment of others Committed: You meet challenges head-on. You learn from your setbacks and work towards improvement 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

  • Arlington, TX

  • no content

Account Executive Manager

Fisher Investments is looking for a driven and experienced sales leader to guide, develop, elevate one of our Account Executive (AE) Teams. AE's engage with high-net-worth individuals who expressed interest in Fisher Investments'. The Opportunity: In this role, you will oversee a team of AEs to help us reach departmental goals, provide ongoing coaching, training, and performance feedback to support team growth. No individual production is required for leadership. You will be supported by a leadership and training team to aid in your development. This role is ideal for someone who thrives on building strong teams, leading from the front, and turning potential talent into results. You will report to the AVP of Account Executives who will support your onboarding and professional development leading to future growth opportunities. The Day-to-Day: Lead, motivate, and inspire a team of Account Executives in a collaborative in-office environment. Monitor team performance metrics, identify opportunities for improvement, and implement effective sales strategies and processes. Support recruiting, onboarding, and development of new team members. Partner with AVP for additional projects that support broader business objectives. Opportunity to participate in sales and leadership training for personal development. Your Qualifications: Bachelor's degree (B.A.) or equivalent combination of education and experience 2 years of experience with a phone-based sales environment, and a consistent track record of meeting or exceeding expectations. Prior experience in a leadership or mentorship role within a phone-based sales environment. High organized with strong time management and prioritization skills. Comfortable working in a face-paced, result-oriented environment. Ability to obtain or retain required security licenses 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

  • Clearwater, FL

  • no content

Global Custody Management Custodian Analyst

The Opportunity: As a GCM Custodian Analyst, you will be the primary business contact and communication channel for assigned custodians and internal teams within your region, delivering daily operational support and maintaining high service standards. You will partner closely with management to hold custodians accountable to key performance metrics, while ensuring internal stakeholders needs are met. You will contribute to service enhancements and own projects that improve operational efficiency and the client experience. You will have the opportunity to contribute to critical initiatives and influence improvements that directly impact client service and operational excellence. You will report to a GCM Team Leader. The Day-to-Day: Serve as primary point of contact for assigned custodians and internal stakeholders, resolving complex requests and questions in an accurate and timely manner Be the subject matter expert on custodian operations and client needs Monitor custodian performance, track trends, concerns, requests, and highlight patterns that may signal risk, opportunity, or client dissatisfaction Lead calls with custodian managers to deliver feedback and ensure accountability to key performance metrics Identify and implement service enhancements to improve operational efficiency and client experience Support other GCM project and regional teams as needed Your Qualifications: Minimum 2 years of relationship management experience, preferably B2B in financial services Strong verbal and written communication skills Exceptional critical thinking, 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 resolve them Prefer Microsoft Excel and JIRA 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

  • Saint Petersburg, FL

  • no content