Fisher Investments

Account Executive Manager

Fisher Investments • $80K — $120K *
Plano, TX 75025In-Person
Finance & Insurance
Less than 5 years of experience
2 months ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent education and experience
  • 2+ years in a phone-based sales role with strong performance
  • Experience in leadership or mentorship in sales
  • Highly organized with excellent time management skills
  • Ability to thrive in a fast-paced, results-driven environment
  • Capacity to obtain or retain required security licenses

Responsibilities

  • Lead and inspire a team of Account Executives in a collaborative setting
  • Monitor team metrics and identify areas for improvement
  • Implement effective sales strategies and processes
  • Support recruiting and onboarding new team members
  • Partner with AVP on projects for broader business goals
  • Engage in sales and leadership training for personal development

Benefits

  • 100% paid medical, dental, and vision premiums for you and dependents
  • 50% 401(k) match up to IRS maximum
  • 20 days of PTO plus 10 paid holidays
  • Comprehensive Family Support programs including 8 weeks of paid leave for primary caregivers
  • Financial assistance for family forming, hormonal health, and back-up care services
Full Job Description
Overview

In this role, you will oversee a team of AEs to help us reach departmental goals, provide ongoing coaching, training, and performance feedback to support team growth. No individual production is required for leadership. You will be supported by a leadership and training team to aid in your development. This role is ideal for someone who thrives on building strong teams, leading from the front, and turning potential talent into results. You will report to the AVP of Account Executives who will support your onboarding and professional development leading to future growth opportunities.

The Day-to-Day:
  • Lead, motivate, and inspire a team of Account Executives in a collaborative in-office environment.
  • Monitor team performance metrics, identify opportunities for improvement, and implement effective sales strategies and processes.
  • Support recruiting, onboarding, and development of new team members.
  • Partner with AVP for additional projects that support broader business objectives.
  • Opportunity to participate in sales and leadership training for personal development.

Your Qualifications:
  • Bachelor's degree (B.A.) or equivalent combination of education and experience
  • 2+ years of experience with a phone-based sales environment, and a consistent track record of meeting or exceeding expectations.
  • Prior experience in a leadership or mentorship role within a phone-based sales environment.
  • High organized with strong time management and prioritization skills.
  • Comfortable working in a face-paced, result-oriented environment.
  • Ability to obtain or retain required security licenses

  • 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

About Fisher Investments

Fisher Investments is a privately owned investment management firm founded in 1979 by Ken Fisher. The company is headquartered in Camas, Washington, and has offices in the United States, Europe, and Asia. Fisher Investments manages assets for individuals and institutions, including pension plans, endowments, and foundations. The company is known for its investment philosophy, which emphasizes a global perspective and a focus on long-term growth. Fisher Investments has been recognized for its performance and has won numerous awards for its investment strategies.
Learn more about Fisher Investments
Size
3,500 employees
Industry
Finance & Insurance
Founded
1979
* Ladders Estimates

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