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Fisher Investments: Institutional Sales Relationship Manager

Fisher Investments

This is a Full-time position in Tampa, FL posted September 6, 2021.

Overview:Are you looking for innovation in institutional investment sales?

As an Institutional Salesperson (Defined Contribution) at Fisher Investments, you will market a new, innovative investment capability designed to disrupt the current marketplace.

Join our privately held multi-billion global investment firm to continue our search of being better.The Opportunity:You will work remotely from your home office in Tampa, FL.

You will directly affect defined contribution plan client acquisition in that territory and the firm’s institutional Assets Under Management.

You will be evaluated by your sales efforts, activity levels, sales opportunities uncovered and new relationships developed.

You will report directly to the Institutional Group Vice President, who will make sure you have all the resources for the sales process.

You will receive corporate office sales support, client service, marketing and more.The Day-to-Day:Market Fisher’s Personalized Retirement Outcomes investment service and stand-alone institutional investment strategies to retirement plan advisors and plan sponsorsCall, schedule and meet with prospects (travel required)Maintain relationships with defined contribution record keepers and advisor-facing wholesalersProduce external retirement plan advisor and defined plan sponsor client leadsYour Qualifications:5+ years’ experience in asset management and/or defined contribution external salesStrong investments knowledge able to apply mathematical and financial conceptsExperience in high-volume phone activity, in-person meetings and written client communicationsU.S.

candidates must be fully vaccinated as defined by the medical community against COVID-19 and provide proof of such vaccination by date of hireWhy 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 like:100% paid medical, dental and vision premiums for you and your qualifying dependentsA 50% 401(k) match, up to the IRS maximum20 days of PTO*, plus 9 paid holidays8 weeks paid Primary Caregiver Parental LeaveBack-up Child Care Program available, offering up to 10 days annuallyA cumulative learning and development framework customized for every employeeAn award-winning work environment we’re Great Place to Work Certified, and Top Workplace winners from The OregonianWe 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.California employees accrue up to 17 days of PTO and 3 days of sick time per year.FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER