Fisher Investments

Application Development Manager - Portfolio Management Group

Fisher Investments$150K — $210K *
Camas, WA 98607In-Person
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years leading technology teams in Wealth Management, focusing on Portfolio Management Data and Client Reporting
  • Proven leadership in coaching and enhancing team performance
  • Strong stakeholder management skills across both business and technology
  • Expertise in gathering and translating technology needs through project management and software delivery
  • Demonstrated ability to drive technology innovation and deliver measurable improvements
  • Experience with complete software development lifecycle from strategy to support
  • Familiarity with cloud-based data platforms, particularly Microsoft Azure, and industry-standard client reporting solutions

Responsibilities

  • Collaborate with users and technology leaders to create engineering roadmaps
  • Manage a team of up to 10 employees, overseeing hiring and development
  • Ensure secure, scalable architecture for data and reporting platforms
  • Develop strategies focused on enhancing user experience and delivery speed
  • Prioritize and assign work requests to meet business needs
  • Lead technical solution implementation and promote software development processes
  • Define KPIs to measure application portfolio effectiveness and efficiency
  • Implement governance and security measures in conjunction with related teams

Benefits

  • 100% paid medical, dental, and vision premiums for employees and dependents
  • 50% 401(k) match, up to IRS maximum limits
  • 20 days of PTO plus 10 paid holidays
  • Comprehensive family support programs including paid primary caregiver leave and fertility assistance
  • Opportunities for hybrid work based on role and performance eligibility
Full Job Description
Overview

The Portfolio Management Data & Reporting Technology team is pleased to announce an opportunity to join the group as an Application Development Group Manager leading the Fisher Investments Portfolio Management Data & Reporting Technology team.

The Opportunity:

The Portfolio Management Data & Reporting Technology team identifies, implements, and supports software solutions with focus on portfolio holdings, transactions and performance data management and client reporting. These solutions allow Portfolio Management business groups to perform their jobs, gain insight into their own processes and clients, and solve the problems they encounter while supporting their clients' goals. We are building reliable, scalable, consistent systems to securely deliver meaningful data, while following guidelines that comply with company and regulatory data handling practices.

The Application Development Group Manager will work with multiple partners to understand opportunities, architect solutions, deliver and support the working applications. You will be responsible for end-to-end delivery by the team and consulting partners. You will report to the Vice President of Portfolio Management Technology.

The Day-to-Day:
  • Collaborate with our users, technology leaders, and other partners to understand our priorities and translate them into relevant engineering roadmaps that use existing and new technology
  • Manage the team, including the hiring, development and terminations of a team of up to 10 employees
  • Ensure robust, scalable, secure, and compliant architecture of Portfolio Management Data & Client Reporting platforms
  • Set and build a strategy for Portfolio Management Data & Reporting Technology with a focus on enhancing end-user experience through self-service solutions, speed of delivery, and high-quality results
  • Prioritize work requests to meet business desires and needs by assigning staff and overseeing delivery
  • Lead the implementation of technical solutions and promote process for software development and support
  • Define important KPIs demonstrating efficient and effective use and use of the application portfolio that you manage
  • Reduce risk to our organization by implementing governance and security controls in partnership with the Enterprise Risk Management, Data Privacy Office, Legal & Compliance Departments, Information Security, Infrastructure and related teams

Your Qualifications:
  • Minimum of 10 years of experience in leading Wealth Management Technology teams with focus on Portfolio Management Data and Client Reporting
  • Experience leading and coaching technology teams and improving team's overall performance
  • Experience in stakeholder management across business and technology
  • Experience eliciting and representing a business group's technology needs through requirements, project management, and software delivery
  • Demonstrated experience driving technology innovation, developing and accomplishing technology roadmaps, and delivering measurable improvements
  • Experience with the full software development lifecycle, from strategy to development, deployment, and support
  • Experience with cloud-based data platforms in Microsoft Azure including services such as Azure Data Factory, Azure Data Lake Storage, Azure SQL, Azure Functions, Key Vault
  • Experience with API design standards including resource modeling, authentication and authorization and error handling
  • Experience with industry standard Wealth Management Client Reporting solutions
  • Familiarity with Databricks and medallion architecture is a strong plus
  • Bachelor's degree or equivalent combination of education/experience

Compensation:
  • $150,000 - $210,000 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.

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

Similar Jobs

More Jobs at Fisher Investments

More Finance & Insurance Jobs

Find similar Application Development Manager - Portfolio Management Group jobs: