Finance

Part-Time International Sales Support Associate

Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-time International Service Associate team and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds because we believe we're better off with the diversity it brings. The Opportunity: This part-time opportunity is for current college students located near our Fisher Investments' campus in Camas, WA (Portland, OR/Vancouver, WA area). You will receive ongoing professional development such as goal setting and personal brand building and career development support. You will report directly to your Team Leader who will work with your current class schedule to find a solution that works best for you (minimum: 15 hours per week). The Day-to-Day: Provide top-notch customer service to internal clients who support our high-net-worth private international clients Support Client Development by logging statement holdings and submitting client analyses Send client statements and invoices Audit data in Salesforce to ensure accuracy Work in a vibrant atmosphere with like-minded peers and be rewarded through competing in a meritocracy Gain exposure to upper management & many different groups in an environment that values collaboration Your Qualifications: Minimum age of 18 High School Diploma Required Enrolled college student pursuing a Bachelor's or Associates degree Commute to the Camas, WA office Cumulative GPA of 3.0 Able to work 15 hours a week at a minimum (28 hour maximum) Compensation: $20 an hour in the state of WA Why Fisher Investments: At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like: A 50% 401(k) match, up to the IRS maximum (must be 21 years and older) Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP) A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team – it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things – so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Gresham, OR

  • no content

Sr. Paid Media Buyer

As a Sr. Paid Digital Media Buyer, you'll drive global growth through campaigns across Google Display & Demand Gen and native platforms. The primary platfroms will be Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain. Your expertise will directly fuel high-quality lead generation for our global sales team. The Opportunity: Reporting to the Digital Media Team Lead, this role is ideal for a data-driven digital media buyer who is comfortable managing large monthly budgets. You'll use data, testing, and audience insights to continuously improve results and uncover new opportunities to reach our target audience. The Day-to-Day: Fuel global lead generation by designing, managing and implementing digital media campaigns within digital ad platforms to meet and exceed our client acquisition and return on investment goals Develop and refine audience strategies using first and third-party data, including segmentation, retargeting, and lookalike modeling Perform in-depth data analysis to campaign performance metrics, identify trends and implement data-backed strategies to maximize ROAS Partner closely with Strategy and Planning, and our in-house creative agency to develop high impact ads, creative testing frameworks and messaging strategies Lead ongoing testing programs across audiences, creative, formats, and placements to unlock incremental performance gains Collaborate with platform partners (Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain) to stay ahead of best practices, identify test opportunities and maximize performance Your Qualifications: 3 years of hands-on paid digital media experience as a buyer/planner, digital media analyst, or account manager managing full funnel digital campaigns Deep experience managing and optimizing campaigns on ad platforms such as Google, Yahoo!, Microsoft, Baidu, Taboola, Dianomi and Outbrain, including audience strategy, creative testing, and budget management Analyze and interpret performance data using Excel (formulas, pivot tables). Experience applying web analytics tools (Google Analytics, Power BI, or similar) to inform optimization decisions Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Addison, TX

  • no content

Global Custody Management Project Analyst

Do you excel at managing projects and collaborating across teams? As a GCM Project Analyst, you'll play a critical role in turning strategic ideas into actionable plans across countries and custodians. This role is ideal for someone who enjoys working with both internal and external partners, and wants to build deep expertise in project execution. If you are energized by problem solving, motivated by continuous improvement and making a meaningful impact, this role is for you! The Opportunity: The Global Custody Management (GCM) team establishes and manages Fisher Investments' business-to-business (B2B) custody relationships worldwide, ensuring our clients and Fisher receive the highest level of service and solutions from custodial partners. As a GCM Project Analyst, you will own the execution of multiple cross-functional projects, while also providing a regional layer of support for global initiatives. You will act as the liaison between global initiatives and regional teams, ensuring projects are aligned across countries, risks are managed, and issues are escalated appropriately. You will also serve as the primary communication channel to the stakeholders on these projects. This high-visibility role provides exposure to senior stakeholders, multiple business groups, and key custodian partners. You will lead and support a variety of projects that contribute to critical initiatives and influence improvements that directly impact client service and operational excellence. You will report to a GCM Team Leader, who will provide support and professional development opportunities. The Day-to-Day: Own the execution of country-specific and custodian projects, ensuring timelines, deliverables, and quality standards are met independently Lead regional implementation of global initiatives, ensuring alignment with local operations, managing dependencies, and mitigating risks Partner with custodians and act as the primary regional liaison between the global project team, custodian management team, and internal stakeholders to provide updates, escalate issues or risks, and ensure smooth project execution Facilitate cross-team collaboration, resolve conflicts, and keep projects on track Create and maintain project plans, track progress, document milestones, and provide regular status updates Organize and lead project meetings, prepare agendas and materials, document action items, and follow up to ensure completion Analyze project performance and outcomes, identify lessons learned, and recommend improvements for future initiatives Provide project or operational support to other GCM project teams and regional relationship management teams as needed Your Qualifications: Minimum 2 years of project management experience, with a preference in B2B in financial services Demonstrated track record of successfully managing multiple complex projects simultaneously to completion Exceptional project management, organizational and time management skills Comfortable identifying complex operational challenges and coordinating between internal and external partners to achieve resolution 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

  • Tampa, 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

  • 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 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

Marketing Technology Operations Analyst

Do you have experience with and a passion for technology operations and marketing? Do you strive to deliver a consistent, efficient, and growth-oriented marketing system to guide worldwide organizational expansion? If so, this MarTech Operations Analyst opportunity is the one for you. The Opportunity: As the Marketing Technology Operations Analyst, you will help coordinate the daily management of tools and platforms used by the marketing department worldwide. Reporting to the Marketing Technology Vice President, you will coordinate efforts and process improvements between marketing and third-party contractors, consultants and internal IT staff while working with management and marketing channels to establish project goals and oversee project deliverables/requirements throughout its life cycle. The Day-to-Day: Work directly with teams including Technology, Risk/Security, Data & Analytics, and 3rd party vendors from initial design through deployment completion Work with IT staff or third-party vendor to coordinate time estimates, prioritization, requirements and implementation schedules Troubleshoot and analyze deployments/system enhancements using an agile framework Help with ongoing monitoring and enhancements of essential platforms/tools in the Marketing technology stack, with a focus on marketing automation Collaborate with partners across Marketing and communicate results Help build processes and establishing documentation Ensure quality, uptime and accuracy following department goals and performance metrics Your Qualifications: 3 years of professional experience in marketing, technology, operations; Bachelor's degree or equivalent combination of education and experience Project management and operational experience (including coordination) 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

Client Service Representative (CSR)

Do you want a career with a firm that's changing the industry? As an International Client Services Associate, you'll become part of our bustling International Private Client Group and focus on clients based out of the United Kingdom. You'll help our UK clients while also developing skills to build a unique and rewarding lifelong career. We hire from all majors because diversity makes us better. The Opportunity: You will work with your UK Client Services colleagues in the US and UK to help our high-net-worth clients. You'll directly improve our customers' experience by managing all operational aspects of the relationship. You'll work with multiple internal departments ranging from portfolio management to sales. Through your daily efforts, you'll enjoy myriad opportunities to learn about our organization and determine your career path. You'll report directly to your Team Leader who coaches you and supports your development. This onsite position is located in Camas, WA. The Day-to-Day: Communicate with high-net-worth UK clients and our partner firms in the US and UK Work with Investment Counselors to fulfill operational requests from clients Help onboard new clients by establishing new accounts and resolving documentation and transfer issues Provide long-term account maintenance for existing UK clients Your Qualifications: Bachelor's degree, or equivalent combination of education and experience Demonstrated interest in client service and operations activities Commitment to maintain quality of work while sticking to a timeline You meet challenges head-on - you learn from your setbacks and work towards improvement You are engaging and can connect with a wide array of audiences by phone and email Compensation: $55,000 - $70,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Camas, WA

  • no content

SAP Ariba Developer

Join Fisher Investments' Technology & Transformation organization and help modernize the systems that power how we buy, contract, and pay. As a Senior SAP Developer on our Corporate Services Technology team, you'll build and improve scalable procurement solutions on the SAP Ariba platform that support firm-wide operations and global growth. If you enjoy solving meaningful business problems, partnering closely with partners, and delivering reliable enterprise applications, you will be a great fit. The Opportunity: The SAP Ariba Developer works in the office and provides internally developed and third-party software solutions primarily on the SAP Ariba platform to meet the firm’s needs. You will manage technical aspects of assigned projects, including planning and resolving issues and work independently to convert our requirements to Technical Design Specs and design and write code for enterprise-wide and other projects. You will report to the Application Development Group Manager. The Day-to-Day: Manage technical development of software, primarily SAP Ariba, from launch through user acceptance and Go-Live Design steps and modules, defines timelines, identifies and resolves issues Develop cross-module SAP/Ariba platforms, custom apps and systems to meet various internal partner requirements Provide standards for development, responding to customer/client requests or events Be a technical lead and make decisions regarding technical direction architecture. Provide expertise and develop solutions using configuration and custom code Present options and manages client expectations Create logic flow charts and process diagrams Support production software operations during normal business and off-hours. Contribute to team discussions on SAP ARIBA related work Troubleshoot and resolve client issues. May be responsible for client support to an entire or multiple business units May assign work and provide oversight to others including external vendors Activities include documenting decisions, following standards and communicating with business groups Works onsite, under direct supervision, in a team-based and open office environment. Your Qualifications: 8 years of experience in Information Technology 6 years of hands-on SAP Ariba implementation experience across multiple modules (Sourcing, Contract Management, Category Management, Supplier Management, Buying & Invoicing) Strong experience in SAP Ariba Solution Architecture, including solution scoping, blueprinting, configuration, customization, testing, deployment, and hyper-care support Good Experience with advanced SAP Ariba features and functionality, including configuration, deployment, and integration with existing systems Good exposure to SAP S/4HANA integration with Ariba, involving Cloud Integration Gateway (CIG), middleware integration, and master/transactional data flows including administration Good Knowledge of SAP MM / FI integration points for procurement and invoicing. Knowledge of SAP Ariba tax integration with external tax engines like Vertex or Thomson Reuters ONESOURCE through APIs or the SAP Ariba Cloud Integration Gateway (CIG) Experience with procurement processes, sourcing methodologies, and contract management Bachelor's degree or foreign equivalent degree in MIS, computer science, or other science field required Experience contributing to the roadmap, setting direction and promotion of solutions across environments in the Ariba platform Proficient in software development methodologies, including Agile and Scrum. Experience with Enterprise applications development and strong design 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

  • Arlington, TX

  • 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) 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

Marketing Technology Operations Analyst

Do you have experience with and a passion for technology operations and marketing? Do you strive to deliver a consistent, efficient, and growth-oriented marketing system to guide worldwide organizational expansion? If so, this MarTech Operations Analyst opportunity is the one for you. The Opportunity: As the Marketing Technology Operations Analyst, you will help coordinate the daily management of tools and platforms used by the marketing department worldwide. Reporting to the Marketing Technology Vice President, you will coordinate efforts and process improvements between marketing and third-party contractors, consultants and internal IT staff while working with management and marketing channels to establish project goals and oversee project deliverables/requirements throughout its life cycle. The Day-to-Day: Work directly with teams including Technology, Risk/Security, Data & Analytics, and 3rd party vendors from initial design through deployment completion Work with IT staff or third-party vendor to coordinate time estimates, prioritization, requirements and implementation schedules Troubleshoot and analyze deployments/system enhancements using an agile framework Help with ongoing monitoring and enhancements of essential platforms/tools in the Marketing technology stack, with a focus on marketing automation Collaborate with partners across Marketing and communicate results Help build processes and establishing documentation Ensure quality, uptime and accuracy following department goals and performance metrics Your Qualifications: 3 years of professional experience in marketing, technology, operations; Bachelor's degree or equivalent combination of education and experience Project management and operational experience (including coordination) Compensation: $70,000 - $115,000 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

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

  • Garland, TX

  • no content

Data Engineer

It's an exciting time to be a member of the Fisher Investments Technology Department. We're investing in the future of our firm's technology and are building our team to achieve global growth. We are looking for a Data Engineer to support our Enterprise Data Management team. 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! The Opportunity: Fisher Investments is looking for a Data Engineer – Data to design and deliver modern data solutions using cloud-based platforms and AI-driven innovations. You will partner with business, technology, and governance teams to enable scalable, secure and compliant data platforms that power advanced analytics and AI. You will act as the enterprise expert for designing, developing, and optimizing data processing systems and pipelines used to populate data into transactional databases, data warehouses, data marts, or other data repositories. You will also coordinate with other IT teams to configure and implement security, monitoring, tooling, and related capabilities as they apply to their assigned systems. You will report to the team lead of Data Delivery for our Global Private Client Group. The Day-to-Day: Use Agile practices to elicit and refine requirements through an iterative process of planning, defining acceptance criteria, prioritizing, developing and delivering enterprise data asset solutions in collaboration with business intelligence teams or other IT teams Develop, configure, customize and manage integration tools, databases, warehouses and analytical systems Design, build, and deploy data extraction, transformation, and loading processes and pipelines from various sources including databases, APIs, and data files Develop and deploy structured, semi-structured, and unstructured data storage models and dimensional data models on various platforms to meet business requirements Coordinate security, application monitoring, development tooling, and related capabilities with responsible teams Provide operational support and incident management for data pipelines and data flows, including proactively updating internal clients and relevant parties on status changes and issues encountered Author and maintain accurate and up-to-date documentation for processes, procedures, and technical designs Coach junior data and business intelligence personnel across the company, including developing material and guiding junior personnel on their technical skill growth Your Qualifications: 5 years' experience developing data-related solutions and software 5 years of experience working with relational databases and applying it in various applications, including within the Microsoft Azure platform 2 years of experience with multiple cloud technologies in the Microsoft Stack (Azure IaaS and PaaS) along with familiarity with alternative cloud technologies 2 years of experience designing and development on-premises and cloud-based (Azure) infrastructure and platform components 2 years of hands-on development and deployment experience with Azure cloud using T-SQL, Azure SQL, Azure Storage, Azure Data Factory, Azure Synapse, Cosmos DB, GitHub, Azure DevOps, and CI/CD pipelines Advanced knowledge of Extract/Transform/Load (ETL) and/or Extract/Load/Transform (ELT) tools, including both batch and real-time data transmission applications such as SSIS, Informatica, Kafka, Spark, MuleSoft, or equivalent software Advanced knowledge of database technologies such as Microsoft SQL Server, Oracle, or NoSQL databases Advanced knowledge of multiple programming languages, such as Python, SQL, Scala, or similar Advanced knowledge of IT infrastructure standards and tools, such as application performance monitoring, IT service management, or DevOps software Bachelor's degree in Computer Science, Information Technology, or other relevant field Compensation: $90,000 - $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

  • Gresham, OR

  • no content