Finance

Senior Estate Planning Professional

The Opportunity: The Senior Estate Planning Professional works directly with Fisher Investments’ high-net-worth clients to evaluate their existing estate plans, identify structural risks and planning gaps, and provide education and strategic guidance across a broad range of estate planning topics. This role functions as a subject-matter expert, supporting both clients and internal Senior Investment Counselors through assessments, consultations, and ongoing planning education. The role focuses on education, evaluation, strategy development, and internal collaboration. In addition to client-facing responsibilities, the Senior Estate Planning Professional contributes to internal training initiatives, client education programs, and the development of written materials and planning resources to enhance estate planning knowledge across the organization. The Day-to-Day: Meet with Fisher Investments’ high-net-worth clients, in person and virtually, to educate on estate planning strategies across varied levels of complexity. Perform comprehensive evaluations of clients’ existing trust and estate structures Review a variety of estate planning documents including, but not limited to: Wills Trusts General Powers of Attorney Healthcare Powers of Attorney Living Wills Buy/Sell Agreements Identify potential gaps, structural risks, and optimization opportunities aligned with client goals Serve as internal subject-matter expert to Senior Investment Counselors and internal teams Respond to estate planning inquiries from clients and internal stakeholders Work directly with clients to collect information and organize records needed for estate and trust documentation Participate in the creation and implementation of client education programs and training initiatives Contribute to written planning materials, client resources, and internal reference tools Manage all phases of various projects from envisioning through deployment Support internal process improvement initiatives and pilot programs to enhance service delivery and efficiency Mentor and support team members through coaching and knowledge-sharing Travel when needed to support client meetings and client programs Your Qualifications: Juris Doctorate (J.D.) degree Minimum of ten (10) years of experience working in trust/estate planning space. Experience working with high-net-worth clients, complex estate structures, and tax mitigation strategies. Demonstrates ability to analyze complex estate structures and convey concepts clearly to non-legal audiences Exposure to multistate estate planning considerations, trust structures, and tax strategies. Advanced qualitative and analytical reasoning skills Ability to analyze various situations and develop creative solutions Exceptional attention to detail Adaptability in a fast-paced, collaborative team environment Strong organizational and prioritization capabilities Ability to handle sensitive materials and information with discretion Proficient in Microsoft Office software Willingness to travel as needed and on demand for in-person client engagements. Willingness to host in-person client program events. 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

CDL A Shuttle Truck Driver

JOB SUMMARY Sysco has immediate job openings for dependable CDL A Shuttle Delivery Truck Drivers to safely and efficiently operate a tractor-trailer and transport doubles (potentially triples) between Sysco facility and shuttle yards. You may be required, on an as-needed basis, to unload/deliver various products to customer locations on an assigned route schedule. QUALIFICATIONS Requirements 21 years of age. Pass employment testing Commercial Vehicle Drivers must have the ability to read and speak the English language sufficiently to converse with the general public, to understand highway traffic signs and signals in the English language, to respond to official inquiries, and to make entries on reports and records. Certificates, Licenses, and Registrations Valid Class A Commercial Driver license with a driving record that meets company insurability standards.​ Doubles/Triples Endorsement preferred Physical Demands Touch freight – may need to lift, push or move product weighing an average of 40-60 pounds and as much as 100 pounds occasionally. BENEFITS CDL A Shuttle Delivery Truck Drivers are home daily. Excellent pay. Paid vacation and holidays. Comprehensive healthcare benefits. Generous retirement benefits. Employee discount programs. Discounts on Sysco stock (SYY). – where applicable Ongoing training and career growth opportunities. Uniforms. More benefits, too many to name. Sysco is more than just a place to work. Our passion for food and our customers has made us the industry leader. To remain on top, we will continue to think bigger, work harder and never give up. Are you ready to drive success as a Sysco CDLA Shuttle Delivery Truck Driver? Apply today!

  • Midway, FL

  • no content

Global Business Process Management Analyst

The Opportunity: The Global Business Process Management Group is looking for a Business Process Analyst to help drive measurable business process improvements aligned with Global Private Client Group (PCG) goals. The Business Process Analyst works cross-functionally within Global PCG to understand and develop our primary value chain, unify our business processes, and measurably increase efficiency while improving the user experience for both our internal and external clients. The Day-to-Day: Drive measurable business process improvements aligned with Global PCG objectives Work cross-functionally with Global PCG, PMG, external vendors, and technology partners to implement solutions to key business problems with an ability to take an idea from ideation to implementation Partner with the business and technology stakeholders to assess areas for improvement Conduct root cause analysis formulating clear problem statements, process assessments, and plans for improvement Lead process redesign and re-engineering workshops with end users Work within the Scrum structure to write, refine and test users stories, and conduct hypercare in production Effectively communicate to stakeholders, leadership, and users throughout the project lifecycle Maintain business processes and project plan documentation Your Qualifications: 3 years of experience as a Business Process Analyst or similar position Experience communicating with management and executives Experienced in process improvements and managing projects working with multiple partners Process mapping using MS Visio or similar tools Project tracking with software like Atlassian Confluence or Jira Experience with the software development life cycle including the Agile Methodology Compensation: $75,000 - $120,000 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

Tax Professional - TurboTax Store

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

  • Mecca, CA

  • no content

Senior Tax Professional – In-Store

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.

  • Lake Success, NY

  • no content

Senior Estate Planning Professional

The Opportunity: The Senior Estate Planning Professional works directly with Fisher Investments’ high-net-worth clients to evaluate their existing estate plans, identify structural risks and planning gaps, and provide education and strategic guidance across a broad range of estate planning topics. This role functions as a subject-matter expert, supporting both clients and internal Senior Investment Counselors through assessments, consultations, and ongoing planning education. The role focuses on education, evaluation, strategy development, and internal collaboration. In addition to client-facing responsibilities, the Senior Estate Planning Professional contributes to internal training initiatives, client education programs, and the development of written materials and planning resources to enhance estate planning knowledge across the organization. The Day-to-Day: Meet with Fisher Investments’ high-net-worth clients, in person and virtually, to educate on estate planning strategies across varied levels of complexity. Perform comprehensive evaluations of clients’ existing trust and estate structures Review a variety of estate planning documents including, but not limited to: Wills Trusts General Powers of Attorney Healthcare Powers of Attorney Living Wills Buy/Sell Agreements Identify potential gaps, structural risks, and optimization opportunities aligned with client goals Serve as internal subject-matter expert to Senior Investment Counselors and internal teams Respond to estate planning inquiries from clients and internal stakeholders Work directly with clients to collect information and organize records needed for estate and trust documentation Participate in the creation and implementation of client education programs and training initiatives Contribute to written planning materials, client resources, and internal reference tools Manage all phases of various projects from envisioning through deployment Support internal process improvement initiatives and pilot programs to enhance service delivery and efficiency Mentor and support team members through coaching and knowledge-sharing Travel when needed to support client meetings and client programs Your Qualifications: Juris Doctorate (J.D.) degree Minimum of ten (10) years of experience working in trust/estate planning space. Experience working with high-net-worth clients, complex estate structures, and tax mitigation strategies. Demonstrates ability to analyze complex estate structures and convey concepts clearly to non-legal audiences Exposure to multistate estate planning considerations, trust structures, and tax strategies. Advanced qualitative and analytical reasoning skills Ability to analyze various situations and develop creative solutions Exceptional attention to detail Adaptability in a fast-paced, collaborative team environment Strong organizational and prioritization capabilities Ability to handle sensitive materials and information with discretion Proficient in Microsoft Office software Willingness to travel as needed and on demand for in-person client engagements. Willingness to host in-person client program events. 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

Software Engineer IV – ERP Finance (Oracle/PLSQL)

This role requires the ability to work lawfully in the U.S. without employment-based immigration sponsorship, now or in the future. Software Engineer IV – ERP Finance (Oracle/PLSQL) – Spectrum Ready to advance Spectrum’s financial systems with your Oracle and PL/SQL expertise? As a Software Engineer IV on the ERP Finance team, you’ll design, enhance and maintain vital financial applications that support business operations and revenue objectives. Your technical skills will ensure Spectrum’s finance systems remain reliable, secure and high performing. Your work will help Spectrum’s Finance organization achieve greater accuracy and efficiency. How You’ll Make an Impact Design, develop and optimize ERP financial software using Oracle and PL/SQL for system reliability and scalability Integrate financial applications with other Spectrum platforms and data sources Participate in Agile and Scrum processes to meet project goals Apply security standards and ensure compliance with regulations for financial systems Identify and resolve defects and integration issues in ERP applications Lead code reviews, debug and test software, and estimate effort for new features Mentor junior developers and support technical problem solving Working Conditions Office environment (Hybrid 4:1) What You’ll Bring to Spectrum Required Qualifications Education Bachelor’s degree in Information Technology, Computer Science or related field or equivalent combination of education and experience Experience 2 years experience with database management systems, including Oracle and PL/SQL 2 years experience coding, testing and designing software for ERP or financial systems 2 years experience with software development methodologies Skills Knowledge of Oracle, PL/SQL and at least one additional major programming language or tool Understanding of environments, containers, cloud native development, APIs, data stores and software architecture for ERP Ability to analyze and resolve moderately complex financial system issues Functional negotiation skills Experience presenting technical work to teams and leadership Proficient in English communication Ability to apply company policies to resolve financial software challenges Skilled at breaking down ERP projects and meeting deadlines Preferred Qualifications Experience 4 years hands-on experience with RDBM and PL/SQL 4 years experience coding, testing and designing ERP or financial software 4 years experience with modern software development methodologies 3 years hand on experience with Full Stack development Experience with Java, Spring, API Gateway and cloud native development (AWS preferred) ESW343 2026-77099 2026 Here, our employees don’t just have jobs, they're building careers. That’s why we offer a comprehensive pay and benefits package that rewards employees for their contributions to our success, supporting all aspects of their well-being at every stage of life. A qualified applicant’s criminal history, if any, will be considered in a manner consistent with applicable laws, including local ordinances. Get to Know Us Charter Communications provides superior communication and entertainment products for residential and business customers through the Spectrum brand. Our offerings include Spectrum Internet®, TV, Mobile and Voice. Beyond our connectivity solutions, we also provide local news, programming and regional sports via Spectrum Networks and multiscreen advertising solutions via Spectrum Reach. When you join our team, you’ll be keeping our customers connected to what matters most in 41 states across the U.S. Watch this video to learn more. Grow Your Career Here We’re committed to growing a workforce that reflects the customers and communities we serve – providing opportunities for employment and advancement to all team members. Spectrum is an Equal Opportunity Employer, including job seekers with disabilities and veterans. Learn about Life at Spectrum.

  • Charlotte, NC

  • 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

Seasonal Tax Preparer - Retail

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

  • Santa Ana, CA

  • no content

Salesforce Marketing Cloud Engineer

The Opportunity: We are hiring a Salesforce Marketing Cloud (SFMC) Engineer to help design, build, and scale our global marketing communications platform. You will focus on allowing high-volume, personalized, and compliant communications across client and prospect channels, while partnering closely with Marketing, Corporate Communications, and Technology teams. This is a hands-on engineering role responsible for both delivery and platform stability, with a strong emphasis on data-driven marketing, automation, and operational scale. You will report to the Team Leader. The Day-to-Day: Design and build scalable solutions across Salesforce Marketing Cloud (Journey Builder, Automation Studio, Email Studio, Contact Builder) Develop and manage complex customer journeys for onboarding, engagement, and lifecycle communications Implement and improve data models, segmentation, and personalization using SQL, AMPscript, and SSJS Integrate SFMC with Salesforce CRM and external systems to ensure seamless data flow and campaign execution Manage high-volume campaign execution, including scheduling, batching, and throughput optimization Ensure email deliverability, domain health, and compliance with global marketing and privacy regulations Troubleshoot production issues, monitor campaign performance, and improve platform reliability and scalability Collaborate with teams and provide technical guidance to junior engineers and vendor partners Your Qualifications: 5 years of hands-on experience with Salesforce Marketing Cloud Strong expertise in Journey Builder, Automation Studio, Email Studio, and Contact Builder Proficiency in AMPscript, SSJS, and SQL for data manipulation and personalization Experience integrating SFMC with Salesforce CRM and external APIs Understanding of email deliverability, subscriber management, and domain strategies Experience implementing and supporting high-volume campaigns at scale Compensation: $120,000 - $165,000 base salary per year in the state of WA. New hires should expect to start at the lower end of the range depending on experience Eligible for a discretionary bonus based on firm and individual performance Why Fisher Investments: We work for a bigger purpose: bettering the investment universe. We take great pride in our inclusive culture, our learning and development framework customized for every employee, and our Great Place to Work Certification. It's the people that make the Fisher purpose possible, and we invest in them by offering exceptional benefits like: 100% paid medical, dental and vision premiums for you and your qualifying dependents A 50% 401(k) match, up to the IRS maximum 20 days of PTO, plus 10 paid holidays Family Support programs including 8 week Paid Primary Caregiver Leave, $10,000 fertility, family forming, and hormonal health assistance, and back-up child, adult, and elder care This is an in-office role. Based on your role, tenure, and performance eligibility you may have the opportunity to participate in our hybrid work from home program. This program is subject to change. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

  • Gresham, OR

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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

  • Addison, TX

  • 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

  • Arlington, TX

  • no content