Fisher Investments

Account Executive Manager

Fisher Investments$80K — $120K *
Tampa, FL 33647In-Person
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience
  • 2+ years in a phone-based sales environment with a proven record of success
  • Experience in a leadership or mentorship position
  • Highly organized with strong time management skills
  • Thrives in a fast-paced, results-oriented setting
  • Ability to obtain required security licenses

Responsibilities

  • Lead and inspire a team of Account Executives in an in-office setting
  • Monitor team performance metrics and identify areas for improvement
  • Implement effective sales strategies and processes
  • Assist in recruiting, onboarding, and training new team members
  • Collaborate with AVP on projects aligned with business objectives
  • Engage in sales and leadership training for personal growth

Benefits

  • 100% paid medical, dental, and vision premiums for employees and qualifying dependents
  • 50% 401(k) match, up to the IRS maximum
  • 20 days of PTO, plus 10 paid holidays
  • Family Support programs including 8 weeks of paid primary caregiver leave
  • Financial support for fertility and family forming assistance
  • Backup care for children, adults, and elders
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

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

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
Founded
1979

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