OverviewThe Opportunity:As an Institutional Sales Associate Relationship Manager, you will be an important asset to Fisher Investments' Institutional sales efforts. Your efforts will include providing strategic coverage of institutional prospective clients (e.g. institutional investors, including corporate and public pension plans, endowments, foundations, hospital organizations, financial institutions, defined contribution service providers, and multi-employer plans). You will partner with our Senior Sales Relationship Managers to build relationships with plan decision makers and consultants, meet face-to-face, and present to Institutional prospective clients. Your efforts will give Fisher the opportunity to close business with some of the world's largest pensions, foundations, endowments, and corporations.
The Day-to-Day:- Communicate with external partners and institutional team members to efficiently coordinate with Sales Relationship Managers and deploy the firm's business development resources and orchestrate the institutional sales process within an assigned territory
- Ensure accurate information about prospect personnel, decision-making processes, and search activity is regularly updated in the firm's proprietary systems
- Cold call, establish relationships, and conduct formal presentations to articulately convey the firm's investment philosophy and strategies to prospects and their investment consultants
- Lead market expansion efforts within our US territory, providing prospects with an introduction to FI and ensuring regulatory adherence
Your Qualifications:- At least 2 years of experience, and a demonstrated track record of success, selling investment management to institutions or high net worth individuals
- Ability to set, monitor, and accomplish goals
- Experience addressing complex challenges managing a broad opportunity set
- Willingness to travel approximately 50% or more of the time
- Solid investment knowledge; ideally previous institutional investment experience
- Ability to apply mathematical and financial concepts such as geometric linking, cap/dollar/equal weightings, Alpha, Beta, Tracking Error, Information Ratio
- Ability to read, analyze, and interpret general business periodicals, professional journals
- 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.
