Fisher Investments

Engineer

• Onboard and provision users, store service accounts and password rotations, manage credentials including interactive, non-interactive, and API-based
• Implement privileged access management programs to improve broader security posture and demonstrate by metrics
• Manage configuration, administration, and maintenance of CyberArk solution, including both infrastructure and application
• Oversee documentation and training required for privileged access management solutions and processes, and help define policies and control standards
• Report progress and system health through metrics and KPIs that are risk-driven and operational in nature
• Address ticket queue and follow appropriate change management procedures
• Understand risk and make recommendations for enhancing systems security and processes
• Keep up on current security technologies, industry trends and threats, and provide IAM/PAM subject matter expertise where relevant
• Maintain and operate complex information systems and security tools as part of the broader Information Security organization, reporting to the Vice President, Infrastructure Security

PAM Engineer, Identity and Access Management

Analyst

• Analyzes and interprets plan data from client organizations regarding their defined contribution plans
• Prepares detailed case studies based on financial data to construct a clear, compelling narrative
• Analyzes and provides insights using complex datasets
• Manages a program to ensure the elements are completely and efficiently meeting the business requirements
• Manages all phases of various projects from envisioning through deployment
• Identifies potential process improvements, recommends solutions, and implements solutions to improve the efficiency of the department
• Coaches, mentors, and motivates team members
• Conducts deep quantitative analysis of complex retirement plan datasets to identify trends, performance metrics and product impact
• Maintains data accuracy by validating sources, cleaning datasets and applying appropriate methodologies
• Monitors and interprets industry benchmarks to position our product competitively within the defined contribution space

Senior Institutional Defined Contribution Analyst

Counselor

• Act as the voice of Fisher Investments to Canadian clients while based in the United States
• Partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and sales team to deliver client service
• Build trusting and professional relationships with Canadian high-net-worth clients
• Proactively connect with clients on a quarterly basis to review asset allocation and long-term financial goals
• Educate clients on top-down portfolio strategy, their investments, important market events, and the competitive landscape
• Rely on sales team to gradually build a roster of high-net-worth clients within the first year
• Report to a group manager who assists in navigating client relationships and career development

International Investment Counselor – Canadian Clients

• Act as the central voice of Fisher Investments Canada, servicing Canadian high-net-worth clients
• Partner with internal portfolio decision-makers, research teams, client service associates, and sales team
• Proactively connect with clients quarterly to review asset allocation and long-term financial goals
• Educate clients on top-down portfolio strategy, investments, market events, and competitive landscape
• Rely on sales team to gradually build your roster of high-net-worth clients within the first year
• Report to group manager for guidance and personalized career development
• Participate in firm's training program and adhere to fee-only fiduciary practices
• Onsite role based in Plano, TX with potential hybrid work eligibility based on tenure and performance

• Act as the voice of Fisher Investments to our clients in Canada
• Partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and sales team
• Work with our Canadian clients to build a trusting and professional relationship
• Proactively connect with clients on a quarterly basis to review their asset allocation and ensure long term financial goals
• Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
• Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
• Report to your group manager and receive personalized career development

Graphics Designer

• Design digital and print marketing and advertising pieces using Figma, Adobe Creative Cloud Products, primarily for new & different social ad campaigns for a variety of country markets.
• Balance production and new creative needs to support Global Marketing
• Partner with our other internal graphic designers and external illustrators and agencies on new creative
• Present your creative ideas to business stakeholders
• Field requests from internal marketing employees, including Digital Strategists, Vice Presidents and Senior Marketing Management
• Come up with new creative to help all digital marketing channels improve metrics
• Freedom to identify and implement process improvements in a growing business
• Multitask and set priorities with minimal guidance to meet essential deadlines
• Work within a cloud-based project management system to field requests for multiple countries and languages

Senior Graphic Designer

• Work with our UK clients to build a trusting and professional relationship
• Proactively connect with clients on a quarterly basis to review their asset allocation and ensure we're on the right track towards their long term financial goals
• Educate clients on our top-down portfolio strategy, their investments, important market events and competitive landscape
• Rely on our sales team to gradually build your roster of high-net-worth clients within the first year
• Demonstrate knowledge of UK regulatory practices and adhere to associated operational responsibilities
• Partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and sales team
• Report to your group manager and participate in training program

International Investment Counselor

• Serve as the voice of Fisher Investments to clients in the United Kingdom
• Partner with internal portfolio decision-makers, auxiliary research teams, client service associates, and sales team
• Work with UK clients to build a trusting and professional relationship
• Proactively connect with clients on a quarterly basis to review asset allocation and long-term financial goals
• Educate clients on top-down portfolio strategy, investments, market events and competitive landscape
• Rely on sales team to gradually build roster of high-net-worth clients within first year
• Demonstrate knowledge of UK regulatory practices and perform associated operational responsibilities
• Report to group manager for career development and navigation of client relationships
• Onsite role located in Camas, WA; no prospecting required

Software Engineer

• Design, develop, and implement highly available, multi-region solutions within Microsoft Azure
• Perform detailed analysis and design, technical documentation, development and implementation, unit and integration testing, and transition and deployment of software components and systems on complex projects
• Provide standards for development, responding to customer/client requests or events as they occur
• Broad involvement in the .NET ecosystem and different innovations: C#, Web API, and Microsoft Azure
• Migrate existing infrastructure services to cloud-based solutions, ensuring Azure cloud development follows security standards and compliance best practices
• Create unit test plans and test cases and participate in regression and performance testing
• Share your expertise to mentor and upskill the team for best practices and robust solutions
• Manage all technical aspects of assigned projects, including planning and resolving issues and work independently to convert our requirements to technical specifications, and design and write code and services in the Microsoft Azure Cloud platform
• Liaison between the business and development teams, ensuring that the implemented solution meets business goals
• Create internally developed solutions as well as integration with third-party software solutions to meet the needs of the firm, transfer technical design specs into code, and assist with development, deployment, and support
• Manage the development of Azure API and back-end implementations to facilitate more efficient and seamless user experience

Senior Application Developer

Data Engineer

• The Data Engineer is an 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 build systems to create and improve data sets and data systems for operating applications, performing analysis, or identifying business or technology issues.
• Responsible for operational support and incident/problem management, from creating logging instrumentation to analysis and process improvements.
• Coordinate with other IT teams to configure and implement security, monitoring, tooling, and related capabilities as they apply to their assigned systems.
• Report to the Business Intelligence Team Lead.
• 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 with the use of data related software.
• 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 such as data vault or dimensional modeling on a variety platform to meet our 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.
• Work onsite, under guidance, in a team-based and open office environment.

Content Marketing Manager

• The Corporate Communications Group produces articles, brochures, website content, multimedia content and more. As a US Content Associate, you will collaborate directly with members of our sales, service and marketing organizations. You will create and update written materials, talking points, presentation booklets, webinar decks and other resources for our US private client sales and service personnel and act as a go-to expert for content-related questions from internal clients. You will report to the US Content Team Leader.
• The Day-to-Day: Assists internal clients with their content needs, including finding and recommending appropriate resources and/or drafting detailed responses to address specific questions and concerns Contributes to the library of existing content by completing regular data refreshes of informational materials and maintaining the firm-wide content repository platform Drafts market- and current events-related internal and external deliverables, including weekly talking points and “This Week at a Glance” Prepares custom presentation materials for private client sales and service organizations Creates new materials for projects you will own from start to finish, such as short-form informational content, brochures, webinar decks, and internal process documents Drafts firm-wide communications containing helpful resources for internal clients Engages with capital markets topics and firm philosophy daily by reading market news, conducting research and writing Works onsite, under direct supervision, in a team-based and open office environment Additional responsibilities may include: Designing and building interactive digital content experiences from ideation to publication Maintaining existing digital content experiences by updating data and interactivity

Content Associate

• Manage an application development team of software developers, business analysts and project managers
• Oversee the team's performance; align team actions with firm and group goals; and support employee career growth through coaching and assignments
• Work with our Corporate departments to provide software solutions and support their daily operations
• Hire and develop talent of the team
• Support team for essential business functions
• Contribute during the solution design process, solidify the technical vision and lead important technical decisions
• Develop a domain and solution space and establish partnerships with our users
• Help with vendor selection and due diligence efforts
• Manage all phases of various projects from envisioning through deployment
• Perform code reviews, critique architecture, technical design and hands-on coding as needed
• Work onsite, under management, in a team-based and open office environment
• Improve projects and adjust SDLC practices as needed

Team Lead – Application Developer

• Collaborate directly with members of sales, service and marketing organizations to create and update written materials and resources
• Create and update written materials, talking points, presentation booklets, webinar decks and other resources for US private client sales and service personnel
• Act as a go-to expert for content-related questions from internal clients
• Report to the US Content Team Leader
• Assist internal clients with their content needs, including finding and recommending appropriate resources and/or drafting detailed responses
• Contribute to the library of existing content by completing regular data refreshes of informational materials and maintaining the firm-wide content repository platform
• Draft market- and current events-related internal and external deliverables, including weekly talking points and “This Week at a Glance”
• Prepare custom presentation materials for private client sales and service organizations
• Create new materials for projects owned from start to finish (short-form informational content, brochures, webinar decks, internal process documents)
• Draft firm-wide communications containing helpful resources for internal clients
• Engage with capital markets topics and firm philosophy daily by reading market news, conducting research and writing
• Work onsite in a team-based and open office environment under direct supervision
• Additional responsibilities may include designing and building interactive digital content experiences and maintaining existing digital content experiences by updating data and interactivity

Business Analyst

• The Global Custody Management team establishes and maintains our business-to-business custody relationships across the world. This team helps ensure our clients and Fisher Investments have the best possible services and solutions the custodians can provide. As the Global Custody Management Analyst, you will have a hand in leading and supporting projects and initiatives in this group. You will be the primary business contact and communication channel to the custodian while working to align and prioritize project tasks to ensure successful implementation. This is an opportunity to work in a highly visible role where you will get to lead and support a variety of projects. You will report to a Custody Management manager, who will provide support and development opportunities.
• Serve as the primary relationship contact for Fisher and your assigned custodians
• Lead relationship management calls with custodian managers
• Proactively manage custodian relationships to ensure they provide exceptional service to Fisher and our clients
• Identify and implement process improvements for better operational efficiency
• Monitor custodian performance through both qualitative and quantitative measures

Global Custody Management Analyst

Marketing

Are you familiar with the Dutch or Belgian culture? Are you looking for significant opportunities for growth, have an interest in Marketing, and enjoy analytical and creative challenges? If you are familiar with the Netherlands or Belgian markets and are looking to launch your career in a challenging but also fun environment, the International Marketing Associate role may be just the right opportunity for you!
The Opportunity: The International Marketing Associate will support marketing activities for our Dutch and Belgian markets out of the London office. You will work with local vendors alongside other experienced Fisher Investments Europe professionals in marketing and other internal departments to ensure that all marketing goals are met. You will market through online and offline channels as the market requires. You will be provided ample opportunity to develop and deepen your expertise in an environment where most senior positions are filled by internal candidates.
The Day-to-Day: Work with existing and develop new relationships with external media partners Analyse creative previously run and make recommendations for new creative to test Facilitate development of creative with internal partners Track monthly progress towards annual goals, elevating any concerns and partnering with the International Marketing Analyst to stay on track Identify, recommend and implement ideas in two growing markets for the business

International Marketing Associate

Program Manager

• Lead Fisher Investments’ global accessibility program, embedding standards across web, mobile, streaming, document and digital engagement platforms.
• Ensure compliance with international accessibility standards and regional regulations.
• Define and execute the global accessibility vision, strategy, and governance model.
• Integrate accessibility requirements into design, development, content, and publishing processes across all digital platforms and beyond.
• Oversee accessibility testing (manual, automated, and assistive technologies) and remediation efforts.
• Provide training, resources, and mentorship to scale accessibility expertise across global teams.
• Report to senior leadership on program maturity, risks, and compliance.
• Work onsite, under direct supervision, in a team-based and open office environment

Senior Program Manager, Accessibility

• Stop prospecting; work with a provided roster of high-net-worth clients
• Be the voice of Fisher Investments Singapore and partner with portfolio decision-makers, research teams, client service associates, and the sales team
• Educate clients on the firm's top-down portfolio strategy, their investments, and important market events
• Proactively connect with clients on a quarterly basis to review asset allocation and long-term financial goals
• Report to a group manager who supports career development and rely on the sales team to gradually build your roster

Investment Counsellor

• Manage relationships with high-net-worth clients in Italy from our office in Dublin
• Build long standing relationships with our clients, ensuring they always receive exceptional service
• Manage a book of high-net-worth relationships with approximately €100-150 million in assets
• Be the conduit between our clients, our Investment Policy Committee, our research and trading departments, and several service teams
• Proactively update clients on portfolio changes, financial markets, our current market strategy and investment philosophy
• Gain advanced finance and capital markets education through our training program

Investment Counsellor, Italian

Compliance

• Help ensure the Firm and its employees are in demonstrable compliance with applicable regulations at all times
• Provide advice to the business on appropriateness and effectiveness of controls and application of regulations
• Carry out day-to-day tasks required under the Compliance Framework and Compliance Monitoring Plan
• Advise on regulatory implications for new business initiatives and ensure compliance considerations are represented
• Perform compliance monitoring and testing per the Compliance Monitoring Plan and Firm Risk framework
• Conduct annual reviews and updates to the Firm’s suite of policies and procedures
• Ensure processes and procedures account for local laws for the Italian and Spanish branches while aligned to group policies
• Prepare and deliver reports to governance Committee and assist in Board reporting
• Monitor and oversee activities of the sales function, including Tied Agents
• Represent FII Compliance at project meetings and other business initiatives
• Promote a positive compliance culture and deliver tailored training for staff
• Monitor, analyse and interpret regulatory changes and perform gap analysis
• Engage with FII Senior Management on regulatory matters and provide oversight, challenge, guidance, support
• Perform ad-hoc compliance tasks as reasonably directed by the Chief Compliance Officer

Compliance Officer

• The FIE Institutional Funds Analyst works directly with the Institutional Funds Team Leader, Institutional Management, the Directors of the firm’s funds, custodians, institutional clients/prospects and various internal groups to maintain and create Institutional funds.
• Researches and onboards new sub-distributor and database platforms, including contract negotiations, due diligence oversight and operational set-up
• Oversees from start to finish the creation of new funds and maintenance of the funds
• Uses project management skills to guide projects through completion
• Understands and monitors the compliance issues revolving around the institutional industry, unique codes of ethics, and internal requirements
• Oversees fund creation projects, oversee platform/sub-distribution relationships, and implement Sales Management initiatives impacting Institutional funds.

Institutional Funds Analyst

Client Services Representative

• Lead portfolio reviews for clients and related partners
• Educate clients on Fisher investment philosophy, portfolio strategies, and market outlook
• Become the expert on your assigned clients and their investment goals
• Work with the Institutional ESG team to facilitate client co-engagement opportunities and lead ESG projects
• Anticipate and fulfill client requests, identify opportunities and threats for each client
• Identify cross-sell and addition opportunities for Sales Relationship Managers
• Create customised action plans for each client to further build relationships and minimise risks

PAM Engineer, Identity and Access Management

Senior Institutional Defined Contribution Analyst

International Investment Counselor – Canadian Clients

International Investment Counselor – Canadian Clients

International Investment Counselor – Canadian Clients

Senior Graphic Designer

International Investment Counselor

International Investment Counselor

Senior Application Developer

Data Engineer

Content Associate

Team Lead – Application Developer

Content Associate

Global Custody Management Analyst

International Marketing Associate

Senior Program Manager, Accessibility

Investment Counsellor

Investment Counsellor, Italian

Compliance Officer

Institutional Funds Analyst

Institutional Client Relationship Manager